Our Team

Cooper Schnurr

B.A., MM, CHS, CEA | General Manager, Investment Representative

Cooper has an undergraduate degree in economics and a Master’s degree in Management and Finance. Cooper uses this skillset to better enhance the overall capacity and service of the business. This allows for the coordination of advisors across regions and allows for exceptional service of all clients by our advisors. Cooper has a passion for the investment side of the business which is evident through his continued education and ambition for improving himself and the firm.

Ed Schnurr

Partner, Investment Representative

Ed started his career in the investment and insurance industry with London Life in 1986. He holds both his life and mutual fund license. Ed enjoys the life insurance side of the business as it allows him to help protect families and better prepare for the next generation. Having just passed his 37 year anniversary, it is clear that Ed truly enjoys the business and has no plans on slowing down. Originally from Parry sound, Ed moved to Huntsville with his wife Julie in 1986 where they raised four boys. If he isn’t in the office you can find him boating on Georgian Bay.

Brent Stein

Partner, Investment Representative

Brent started his career in the investment and insurance industry after leaving the healthcare sector. During his 15 years in healthcare, he transitioned from a primary care clinician to several sector-lead positions. A respected business coach once told Brent “Financial planning is financial planning. Whether it’s in a health sector lead position that you’re used to, or in a client’s place of business or home, planning is planning”. That helped reassure the transition for Brent where he’s enjoyed the meaningful and collaborative relationships that he’s formed with his clients. Originally from Orillia, Brent and his family reside in the Midland area and have so on and off for the past 20 years. He has 3 beautiful girls that keep him busy between their sporting and social events. Time away from the office usually includes connecting with his parent’s just North of Orillia or travelling to races with his brother Mark.

Morgan Schnurr

Financial Security Advisor & Investment Representative

Grounded by his upbringing in Muskoka and inspired by his father’s long and successful career in investments and insurance, Morgan joins the family business with both life and mutual fund licenses, along with 5 years of work experience that took him across Canada. Morgan is looking forward to leveraging his experience and career goals to help clients build solid financial plans for their futures. Ambitious and goal oriented, Morgan is currently working on his Certified Financial Planner designation.

Zack Schnurr

Mortgage Agent

After earning his B.Comm degree, Zack Schnurr spent six years as a professional golfer on mini-tours throughout the US, and secured one win before shifting focus. He was then recruited to join GOLFTEC as an Operations Consultant in Japan, leveraging his PGA background and Japanese fluency. After six years in Tokyo, he returned to Muskoka, Ontario, to enjoy skiing, golfing, and summers on Georgian Bay with family.

In an effort to continue to provide a more comprehensive service to all of our clients, he is our go-to for any lending – residential or commercial – that they may need. With his education in finance & economics, paired with his time in operations, he has been a great addition to the Unity Group team. Zack has since become an expert in advanced home & mortgage strategies like The Smith Manoeuvre, Rental Cash Damming, and the Manulife One – products that every single Canadian should be aware of.

The following experts from Great-West Life are available to assist with the review and preparation of your portfolio.

Kelvin K.C. Wong

CFA | Private Wealth Counsellor

Kelvin joined Great-West Life in 2012. As a Private Wealth Counsellor, Kelvin works with the client’s financial security advisor as a team to develop and implement a customized investment and estate plan, providing expert guidance to help preserve, build and transfer wealth.
Prior to joining Great-West Life, Kelvin held a variety of increasingly responsible positions in the investment industry. He has worked as an account manager and a financial planner for Schedule A banks. Most recently Kelvin has worked as a sales director for a large private investment firm.
Kelvin has completed Chartered Financial Analyst designation in 2006. He has also completed the Professional Financial Planning course, Canadian Securities course and Canadian Insurance course.