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Scotia Wealth Management

Geoff Funke, B.A., B.Sc.

Senior Wealth Advisor

Picture of Geoff Funke

What I do for you

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?

The first is about getting to know you – the personal side of the equation. The second is about discovering what you want out of life – the financial side of the equation. Without those two ingredients being aligned, understood and mutually accepted, very little will ever come out of the relationship – however substantial your investable assets happen to be.

I’ll walk away. So should you.

Credentials

My credentials as a wealth advisor include:

  1. Empathetic interpersonal and communication skills. I listen.
  2. Proactive and professionally entrepreneurial. I don’t sit idly by.
  3. Gifted, hard-driving business builder. I like momentum.
  4. Honest and fair. I prefer to deal with clients whose values reflect my own.

Personal & Community

South Surrey/White Rock has been home for almost twenty years. I have raised my kids here and am thankful to be part of such a special community. Ten years ago I made lifestyle changes to become more active, both physically and community. I took up triathlon as pastime to stay healthy and also started volunteering.

In 2013, I became a board member on the Peace Arch Hospital Foundation and am the current chair of that foundation. I have made a substantial investment of my own time and energy to give back to the community that has given me so much. I continue to look for local organizations to work with that need help. I am the proud recipient of two Share The Wealth Awards from ScotiaMcleod for the work that I have done in our community.

I also joined the Share The Wealth ScotiaMcleod Charitable Foundation as a board member to help fund various charities throughout Canada.

Aqueduct Foundation

Through The Funke Group and Scotia Wealth Management, I have built an important relationship with the Aqueduct Foundation.

Established in 2006 to enable significant philanthropy, privately, without unnecessary fundraising pressure, the Aqueduct Foundation embraces a quiet approach to philanthropy.

All donor and granting information is confidential. There is no public donor recognition, unless the donor wishes it. Our energy, discreetly applied and precisely targeted, supports other charities on behalf of our donors.

Please go to the dedicated page on this website to find out more about the Aqueduct Foundation.

ScotiaMcLeod®, a division of Scotia Capital Inc.