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