Skip to main content

Cornelia Unger

Investment Advisor

  • CFP®
  • FCSI®

"Working together to help you achieve what truly matters to you"

Cornelia began her career in the financial services industry in 1986, after completing a Bachelor's of Business Adminstration (Finance) with a joint major in Economics at Simon Fraser University.

Cornelia holds her Certified Financial Planner (CFP) and Life Level II designations and is recognized as a Fellow of the Canadian Securities Institute (FCSI).

She embraces the concept that financial planning is the cornerstone to any investment relationship and works with clients and businesses to create strategies that:

- Focus on the specific financial concerns that are client driven and client important
- Provide tax efficient investing and access to funds
- Direct cash flow to the right type of account (RRSP, TFSA, Investment, Corporate)
- Plan for current income and future cash needs
- Analyze long term withdrawal strategies to minimize taxes
- Embrace multi-generational wealth management
- Educate clients and encourage questions and discussion

Cornelia feels it is important to include existing professionals (accountants, trustees, US tax advisors, lenders, mortgage providers), if so directed, to ensure that account and/or tax information is communicated readily. She is committed to providing a clear and transparent breakdown of all fees and costs.

Outside of the office, Cornelia spends time with family and friends, hikes, plays the trumpet and field hockey, gardens every spare inch of dirt and volunteers where needed.


Toll Free: (888) 724-0708
Branch Office: (604) 981-4575
Branch Fax: (604) 981-4595

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.


You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives June 2018

Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

Can your kids afford to inherit the family cottage?

Early in their marriage, Pat and Marlene caught the cottage fever after summers of cottaging in rented properties.

Stashing Your Cash

Maybe you’ve checked your cash flow, and identified some extra money in your monthly budget to sock away, or maybe you’ve gotten a commission or bonus from your employer and are looking to put it aside for a rainy day.

Do you know someone who would benefit from my services?