Providing Leadership For All Your Financial Needs

Meet The Team | Market Commentary | Unser Update | The Family Inventory | GIC Rates

Your financial circumstances are unique, and that's why we work with our clients on a one-on-one basis. We are devoted to clearly understanding all of your personal financial needs, and provide leadership that employs the appropriate financial solutions to meet all your life goals and objectives.

The Unser Professional Wealth Strategies team can help simplify the management of your wealth.

Contact us today!

Margaret R. Unser, CFA

Vice President & Portfolio Manager

604-665-0166 | Email me

Mathew Kothlow, CFP

Associate Advisor

604-665-0243 | Email me

Fortunata Sacco

Assistant

604-665-0740 | Email me