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Unser Professional Wealth Strategies is a team of financial professionals providing peace of mind by working rigorously with our clients to unlock the realities facing families, charitable foundations, business owners and professionals in today's ever-evolving world.  

We know our clients are faced with an onslaught of complex information surrounding investments, taxes, estate planning, and insurance options, resulting in a complex web necessitating a navigator who delivers consistent, measurable results.   

The team's established investment philosophy is customized to meet the individual objectives of affluent families, charitable organizations, endowments, and business owners for whom the team delivers the highest level of service, with the utmost integrity, in a trustworthy and discreet manner.  

Based in the Lower Mainland of British Columbia, Unser Professional Wealth Strategies consists of Margaret Unser, Portfolio Manager & Chief Strategist, Jennifer Lorz, Financial Planner, and Fortunata Sacco, Administrative Assistant.  

For more information, please contact us to arrange an initial consultation.