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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

Recent market developments support our bias to remain invested in higher quality issuers

Here's what we're thinking

June 19, 2018

We continue to recommend an overweight allocation to equities relative to fixed income as near-term recession risks remain low. Global economic growth remains strong, and inflation is gradually picking up as labour markets continue to tighten. However, financial market volatility may creep higher as we approach the end of the business cycle. Accordingly, we continue to stress the importance of diversifying portfolios across multiple asset classes, including equities, fixed income and alternative investments. This week, all eyes will be on monetary policy decisions from the U.S. Federal Open Market Committee (FOMC) and the European Central Bank (ECB). The ECB is expected to take steps to address the widening gap between U.S. and European government bond yields (see chart below), which has triggered capital flows into U.S. bonds and out of their European counterparts. Potential market risks we intend to monitor as we head into the second half of the calendar year include political developments in Europe (Italy and Spain) and Latin America (Brazil and Mexico) and emerging markets’ rising debt levels.

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The ups and downs of oil prices

June 14, 2018

Oil is in the news lately. The debate associated with the Kinder-Morgan/Trans Mountain Pipeline has intensified the discussion, but only in a marginal way in terms of global supply, demand and – most important currently – price.

The current upswing in the price of oil – which is defined as a high-demand global commodity – is having a significant economic impact, both nationally and internationally.

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Market reports

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

The disciplined process we follow in order to understand the financial priorities of each client for whom we act is amply described elsewhere on our website. But there is more – much more – to wealth building than following a process, however disciplined.
The relationship between advisor and advised is based on several intangibles, personal rapport and trust being the most important. As a result, when I meet a new client I explore two – apparently casual – subject areas:

  1. What makes you tick?
  2. What are you trying to accomplish?

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Meet our other team members

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 services

The Funke Group focuses on providing wealth management solutions in addition to our core investment management services.  We have a disciplined philosophy and process rooted in real world knowledge and experience with outcomes designed to stand the test of time and markets.

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 affluent 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 investment management utilizing a customized approach to their asset allocation in accordance with their individual needs, tax situation, and risk tolerance.

This service is provided by Scotia Capital Inc.

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
604.531.0227

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