Margaret R. Unser, CFA

Margaret R. Unser, CFA

Personal Banking

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  • Timeline

  • About me

    Senior Portfolio Manager at RBC Dominion Securities

  • Education

    • CFA Institute

      1998 - 2000
      Chartered Financial Analyst Global Investment Management

      Activities and Societies: Member of the Vancouver Society of Financial Analysts since enrolling in the CFA program in 1997. An experienced financial analyst who has passed examinations in economics, financial accounting, portfolio management, security analysis, and standards of conduct given by the Institute of Chartered Financial Analysts.

    • The University of Calgary

      1988 - 1992
      Bachelor of Arts (BA) Business/Managerial Economics

      Bachelor of Arts in Economics

  • Experience

    • RBC

      May 1992 - Jan 1994
      Personal Banking
    • RBC Wealth Management - PH&N Investment Counsel

      Jan 1994 - Nov 2003
      Investment Counsellor
    • RBC Dominion Securities

      Nov 2003 - now
      Portfolio Manager

      What We Do.We are a premier provider of international financial solutions and expert advice on all aspects of managing your wealth - everything from building wealth to protecting it for the future.What We Will Do For You.As our client, we will help you unlock the full potential of your wealth. Through our local knowledge and global expertise, we provide customized solutions that integrate every aspect of your financial life.What You Can Expect.You will enjoy a remarkably different client experience. Add to that the peace of mind that comes from having a secure and reputable organization with global resources.Loyalty, Prudence, & Care.As a Chartered Financial Analyst, Margaret has a duty to lead the investment profession globally with integrity, professional excellence, and to exercise prudent judgment and care for the benefit of her clients.Putting You First.We are dedicated to engaging clients in a personalized and comprehensive wealth management process that goes beyond expectations. We are committed to making a relevant difference in the financial well-being of every client.Our Mission Is Clear: We help successful individuals, families, foundations, endowments and businesses accumulate, protect and transfer wealth in a way that aligns with our clients' personal values and financial goals Show less

  • Licenses & Certifications

  • Volunteer Experience

    • Board of Directors - Treasurer

      Issued by Our Lady of Assumption School on Sept 2012
      Our Lady of Assumption SchoolAssociated with Margaret R. Unser, CFA
    • Director, Business Development

      Issued by Gaby Davis Foundation on Sept 2008
      Gaby Davis FoundationAssociated with Margaret R. Unser, CFA