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Scotia Wealth Management™ is an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at a time.

Together with The Funke Group, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated – and how best to administer it through life’s changes.

From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking, combined with our thinking, to create Enriched Thinking®.

Our blog

Politics and investing are incompatible bedfellows

Focus on the fundamentals during turbulent times

April 19, 2018

In a blog post entitled The Primacy of a Plan, published in the late summer of last year, I made the following observation: ‘politics and investing are incompatible bedfellows.’

Right now, despite the political environment in which we live – the threat of a trade war between the U.S. and China, the continuing lack of resolution on NAFTA, the possibility of a U.S. airstrike on Syria, President Trump’s deepening and seemingly intractable difficulties with the Mueller investigation – I continue to believe in my deep conviction that having a financial and investment plan is fundamental to long term-wealth building success, particularly in times of political uncertainty and turmoil.

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Feds double down support for Trans Mountain

Canadian Market Summary

April 17, 2018

While no definitive milestones were reached at Sunday’s meeting between the Prime Minister and the premiers of B.C. and Alberta, we nevertheless view it as a positive data point for Kinder Morgan Canada’s Trans Mountain Expansion Project (TMEP). The federal government reiterated its support for the project, and the prime minister once again stated that the project will get built and that this year’s construction season (which is likely required for the project to make its timeline) will be made. Kinder Morgan Canada’s shares were very volatile last week following its announcement that it would stop non-essential spending, but the shares rallied through the week off the Monday lows as the market gained greater confidence in TMEP. We maintain our bias that the pipeline gets built, and Sunday’s events were supportive of this view. We reiterate our Sector Outperform rating and $23 target price.

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Market reports

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Our solutions

We excel in helping clients reach their goals through personalized, strategic financial planning.

Our process begins with careful analysis of our clients’ long-term vision and results in a thorough, effective plan that evolves as they do. Using a six-step process, we are able to deliver carefully considered financial solutions. This conscientiously designed process allows our advisors to provide excellent client service and optimized recommendations.

Solutions tailored to your needs

We utilize a total wealth management process in order to provide clients with intelligent, high impact financial solutions that minimize risk and maximize return on investment.

Following this approach, our advisors make informed investment decisions based on specific criteria provided by the client, executing day-to-day transactions on their behalf.

A unique philosophy

We use a disciplined investment philosophy that is rooted in knowledge and experience, and manage each portfolio with exceptional attention to detail.

Our team

We work with you to determine the right investment strategies to help you invest your hard-earned wealth today and for the future.

Geoff Funke

Geoff Funke

Senior Wealth Advisor
Director, Wealth Management

Geoff brings significant management and administrative skills to the The Funke Group. A graduate of the University of Saskatchewan, specializing in Mathematics and Statistics, Geoff is personally pro-active and professionally entrepreneurial. With strong inter-personal and communication skills, Geoff is, above all, a gifted business builder.

Passionate about his chosen profession, Geoff is dedicated to helping his clients achieve their investment and wealth management objectives. Honest and fair in all of his dealings, he seeks to make a positive contribution in the lives of those who turn to him for advice. Not one to sit idly by, he likes momentum and strives to build upon the successes he has helped his clients achieve.

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Meet our other team members

Our services

The Funke Group focuses on providing comprehensive wealth solutions while other wealth management teams offer strictly investment advice.

We begin the new client discovery process with a conversation. We are businesslike. And we ask a lot of questions. These questions analyze each client’s financial strengths, weaknesses, blind spots and assumptions that may have been overlooked or unacknowledged.

Disciplined, systematic and goal-driven, the The Funke Group also recognize that many high net worth individuals and families have other experts they rely on for advice.  And we welcome the opportunity to work with your other advisors to develop an integrated, comprehensive plan that measurably builds, protects and grows wealth.

Services provided

We provide clients with comprehensive portfolio management utilizing a customized approach to their portfolio construction in accordance with their individual needs, tax situation, and risk tolerance. We can operate accounts in a collaborative or a discretionary platform, under a fee-based platform.

We are experts in the retirement planning field, bringing together all of the various assumptions required to guide a client toward the appropriate savings rates as they approach retirement, and spending rates when they’re retired.

Insurance is a part of any well thought out financial plan. Protecting one’s assets is an essential part of a holistic wealth management approach through the utilization of various life, disability, critical illness, and long-term care policies.

This service is provided by Scotia Wealth Insurance Services Inc.

Maximizing ones estate through tax minimization, and the ease at which it transfers to the next generation is front of mind for many clients. We provide guidance around how to best accomplish this.

This service is provided by Scotiatrust.

One of the largest expenses of having children, we can certainly help plan for the funding of post-secondary education costs.

Total wealth management

Contact us

We are committed to exceptional client service.

Our team of professionals is available by phone or email, and each of us looks forward to meeting you in person.

Our address

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1676 Martin Drive, Suite 100
White Rock, British Columbia
V4A 6E7, Canada

+1 800.663.4278

Geoff FunkeSenior Wealth Advisor604.535.4721
Nicole (Nikki) NeedhamSenior Associate604.535.4725
Anthony WindeyerSenior Advisor604.668.2901