A seasoned wealth advisor since 1992, Margaret is well versed in the financial needs of successful individuals, families, trustees and businesses. Margaret offers simplicity to the most complex financial situations by providing customized advice and investment solutions with a superior level of service. Your interests will always be put first ensuring unbiased advice and sound directions as you achieve your personal and business objectives.
Margaret is a graduate of Economics from the University of Calgary and has completed the Chartered Financial Analyst (CFA) program – the most respected honor in the investment industry. Margaret is a licensed Portfolio Manager and Investment Advisor with the Investment Industry Regulatory Organization of Canada (IIROC) and is a member of the Vancouver Society of Financial Analysts.
We are devoted to clearly understanding all of your personal financial needs, and providing leadership that employs the appropriate financial solutions that meet all your life goals and objectives. Margaret and her team are focused on helping you build and protect your family's wealth. Thank you for your interest in the Unser Professional Wealth Strategies of RBC Dominion Securities.