Integrated Wealth Management

The Power of Relationships

Integrated Wealth Management

The Power of Relationships

At the The Funke Group we believe in the principle of Integrated Wealth Management, an approach to investments and wealth accumulation that draws its strength from the power of relationships .

So while the relationships we build with our clients are vital, so too are our partnerships with other specialized individuals and teams within ScotiaMcLeod, Scotiabank, and Scotia Wealth Management.

The synergy created by this combination of resources and expertise, when brought to bear on individual client expectations and needs, is extraordinarily effective.

Discover the Advantage

As a result, we offer a dual advantage for the individuals, families, companies and institutions we serve:

  1. An investment and wealth building experience based on direct personal contact with a nimble, responsive, competent, and motivated team.
  1. Access, through that team, to a broad range of specialized services only available through a major financial institution.

This unrivalled combination of attentive personal service, backed by powerful national and global resources, is what we mean by Integrated Wealth Management.


It works.