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

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

Senior Wealth Advisor
Director, Wealth Management

Geoff Funke

What I do for you

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?

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.

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Nicole (Nikki) Needham

Senior Associate

Nicole (Nikki) Needham

Bringing over 20 years of financial industry experience to The Funke Group, Nikki Needham was formerly a Senior Investment Associate with one of the leading competitors of Scotia Wealth Management.

A seasoned financial professional with a wide and powerful grasp of every nuance of wealth management, Nikki is the lynchpin of our practice. Working closely and collaboratively with Geoff Funke, Nikki ensures that:

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Anthony Windeyer

Senior Advisor
Scotia Wealth Insurance Services Inc.

Anthony Windeyer

Anthony has worked in the financial planning industry for over twenty years. This broad understanding of financial planning products and strategies combined with his many years of experience allows him to seamlessly integrate insurance product solutions that greatly enhance clients overall financial situation.

Anthony believes that helping our clients with their insurance needs is a sacred trust.

His goal is to always provide our clients the very best in the way of advice, service, and insurance related product solutions, available anywhere in the financial services industry today.

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Insurance services are provided by Scotia Wealth Insurance Services Inc.

Litza Anderson

Estate and Trust Consultant

Litza Anderson

Litza is responsible for providing estate planning guidance to Estate and Trust clients. A Vancouver native, Litza grew up in Vancouver before moving to Ontario for University. Litza holds a Bachelor of Laws degree and a Bachelor of Arts degree from Queen’s University in Ontario. She clerked at the Tax Court of Canada in Ottawa and practiced for several years at a large law firm in Toronto specializing in wills and trusts, charity law, and succession planning for family businesses. Prior to returning to Vancouver, she worked in the Cayman Islands at one of the world’s largest o shore law firms specializing in succession planning for international high net worth clients.

Litza was originally called to the Ontario Bar in 2002 and was called to the British Columbia Bar in 2009. Memberships include the Law Society of British Columbia, the Canadian Bar Association and the Society of Trust and Estate Practitioners (STEP).

Litza is an active member of the Vancouver Branch Executive of STEP and frequently speaks to professional and industry groups on estate planning issues.

Estate and trust services are provided by The Bank of Nova Scotia Trust Company.

Tricia McIver, CPA, CA, FEA, TEP, CFP, ICD.D

Business and Family Wealth Specialist

Tricia McIver

Tricia is a trusted advisor to highly accomplished business owners and affluent investors on the matters and challenges associated with their success and wealth. Tricia’s career has focused on the family enterprise experience, accumulated over her years as an Advisory and Tax practitioner in public practice, a trusted advisor in the insurance industry with a focus on risk and wealth management alternatives in the HNW/UHNW market, and in implementing and directing a HNW wealth planning practice in the investment industry.

Her breadth and depth of knowledge allow her to bring a broad perspective to her clients’ issues. Tricia’s experience also reaches into corporate governance and oversight through her associations with various Boards, most notably her work as a member of the Board of Directors of the Canadian Broadcast Corporation/Radio- Canada.

Tricia holds the Chartered Accountant (CPA CA), Family Enterprise Advisor (FEA), Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP) and Professional Director (ICD.D)designations. She has extensive experience and education in wealth and estate planning, taxation, strategic business planning and governance.

Business and family advisory services are provided by Scotia Capital Inc.

Paul Basran, CFP, FMA, FCSI

Senior Financial Planning Consultant

Paul Basran

Paul is engaged in the development of your highly customized and comprehensive financial plan- the true foundation of your experience and the measure of future success. As part of this planning process, Paul explores relevant financial, retirement, tax, will and estate strategies. He has extensive experience providing financial planning advice to clients with complex and sophisticated needs and goals. Paul brings over 20 years of experience in the financial sector.

Paul holds the Certified Financial Planner (CFP) designation, the Financial Management Advisor (FMA) designation, the Fellow of the Canadian Securities Institute (FCSI) designation, and is life licensed. His areas of expertise include investment and retirement planning, Will and estate Planning and insurance needs analysis.

Financial planning and advisory services are provided by Scotia Capital Inc.

Canice Spitzer

Private Banker

Canice Spitzer

Private banking is an optional service that many clients choose to take advantage of. Clients can benefit from the personal, attentive, and professional service of a dedicated Private Banker, with an emphasis on anticipating and addressing all banking needs quickly, accurately and completely.

Many of the things that one would normally do in person at a bank branch, whether routine or specialized, can be handled by Canice with a simple phone call. With 20 years experience across all facets of banking, Canice is uniquely qualified to save clients time and make life easier.

Private banking services are provided by The Bank of Nova Scotia.