Margaret R. Unser, CFA

Vice President & Portfolio Manager
604-665-0166 | Email me
 
As the Chief Strategist for the Unser Professional Wealth Strategies team, Margaret Unser manages investment portfolios for individual private clients, estates, trusts, corporations, endowments and foundations.
 
Margaret joined RBC Wealth Management as a member of the Portfolio Management team in 1994, furthering her twenty-five year career with RBC Financial Group. She is a graduate in Economics from the University of Calgary and has completed the Chartered Financial Analyst (CFA) program. Margaret is a licensed Portfolio Manager and Investment Advisor with the Investment Industry Regulatory Organization of Canada (IIROC). Margaret is a member in good standing of the Vancouver Society of Financial Analysts.
 
Born in the Maritimes of eastern Canada, Margaret grew up in central Alberta and spent a good part of her childhood overseas. Currently living in Coquitlam, she shares her life and love of traveling and camping with her hardworking husband, two children a decade divided in age, Gabrielle and Sam, and a pair of devoted felines. Margaret is a fan of outdoor time, including sports, hiking, biking, geocaching and camping.

      

Mathew Kothlow, CFP

Associate Advisor
604-665-0243 | Email me
 
Mathew facilitates wealth management and financial planning activities along with dealing with client inquiries, portfolio administration and trade execution. Mathew's interest in finance led him to pursue a BBA in Financial Services and Administration. He has completed all of the required licensing courses through the Canadian Securities Institute and recently passed the CFP® Examination. This is the final educational portion of the Certified Financial Planner® designation, the most widely recognized financial planning designation in Canada and the standard in financial planning. Mathew has been apart of the RBC Wealth Management team for three years.
 
Mathew was born and raised in North Vancouver where he currently lives with his wife, Michelle. Living on the North Shore allows him to take advantage of the outdoors where he enjoys golfing, hiking and snowboarding. 

  

   

Fortunata Sacco

Administrative Associate
604-665-0740 | Email me
 
 
Fortunata specializes in client servicing and all administration for the Unser team. She has been with RBC Wealth Management and its predecessor companies, including Pemberton Securities, since 1978 in an administrative capacity and brings a tremendous depth of knowledge and understanding of the investment industry to our team. 
Raised an East-ender in Vancouver, Fortunata now resides in beautiful Burnaby with her husband, Mike, and two children, Carissa and Gino. Her Italian heritage inspires her passions of cooking, marshaling her extended family, and cracking tough crosswords.

   

Extended Team

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Arne Perrin, B.Comm. (Hons), CFP

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


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Dana George, LL.B

Will & Estate Consultant, RBC Wealth Management


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Aileen LaBorie, LL.B, TEP

Vice-President, High Net Worth Planning Services, RBC Wealth Management


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Sean Murray, MBA, CPA, CMA, TEP, CPA (DE)

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.