The Funke Group

05/24/2023

Now more than ever Sources Community Resource Centres needs our support. I am happy to be a part of this great tournament once again. Semiahmoo Rotary

The Funke Group
Sources Community Resource Centres

12/22/2021

Wishing you and your family a wonderful holiday season!

05/07/2021

We're pleased to celebrate all of the incredible moms, stepmoms, grandmothers and other mother-figures in our lives. Happy Mothers's Day!

05/06/2021

The Economist, a publication I admire, quote from frequently, and whose opinions are rarely short of provocative, ran a Bartleby column last year about the consequences of creating a competitive corporate culture. The column a was called When rank leads to rancour. Read more on our new blog.

The Economist, a publication I admire, quote from frequently, and whose opinions are rarely short of provocative, ran a Bartleby column last year about the consequences of creating a competitive corporate culture. The column a was called When rank leads to rancour1. Many of our clients are business....

05/05/2021

When it’s time to pass on legal ownership to the next generation, a cottage sharing agreement can help clarify the process. Without an agreement, any owner can apply to the court to have the property sold, and his or her share paid out. With an agreement in place, owners agree to give up this legal right to force a sale. Read more from Scotia Wealth Management on our website.

But for many families, their cottage property was purchased years—and in some cases, decades—ago, and as the family structure has evolved, questions may begin to arise about how to share it fairly.

05/04/2021

Read the latest market news from Scotia Wealth Management - it's on our blog page now.

The Fed still is not talking about tapering asset purchases. The U.S. Federal Reserve broadly met expectations this week, holding its policy stance unchanged and issuing modest upgrades to its inflation and growth assessments, while firmly pushing back against the need to taper asset purchases.

05/04/2021

Have you and your family ever had an open discussion about your “giving” strategy? I’ve found, in my 25 years in finance, that most people make an honest attempt to plan everything regarding their wealth…well, almost everything. It seems to me that philanthropic pursuits are often unplanned, albeit with admirable intentions.

To this end, I’m excited and proud to introduce a labour of love – my first ever e-book, entitled “The Responsibility of Wealth”, which I intend to be just the first in a series of publications that takes a stab at what motivates philanthropy and how strategic giving has many checks in the “PRO” column to not only the recipients, but also your tax bill – timely, given you’ve likely either just received…or written…a cheque to the CRA.

I’m passionate about philanthropy, and excited about the contributions that I make to my community – both with my time and pocketbook. I’d love it if you take ten minutes to read my book and provide honest feedback on your thoughts.

The Responsibility of Wealth is intended to be a quarterly e-book briefing from The Funke Group, designed to explore and explain the opportunities and advantages derived from philanthropic giving.

05/03/2021

Interesting commentary on the future of Berkshire Hathaway.

Warren Buffett, the Oracle of Omaha, has named his successor, and the man he's picked was born and raised in Edmonton. However, Buffett has not indicated any plan to leave his post.

04/30/2021

We're proud to be a part of the Scotia group of companies, and join them in celebrating 100 years in business. Read more on our website!

https://thefunkegroup.com/scotiamcleod-100-years/

04/29/2021

Great ideas for parents who want to teach financial literacy at home.

48% of Mexican children obtain financial education from their parents, teach them to maintain healthy finances in a fun way through simple and homemade games.

04/28/2021

Financial wellness is defined by your own relationship with money. It’s more than the numbers that show how your investments are performing. It’s the ability to meet your financial needs comfortably today, a feeling of security about your future, and the freedom to make choices that allow you to enjoy your life now and down the road. Read more from Scotia Wealth Management on our blog page.

Research shows that physical and financial health are closely connected, and how an individual feels about their personal financial situation can impact both.

04/27/2021

The latest news from Scotia Wealth Management has been posted to our website.

The Bank of Canada now expects the Canadian economy to grow 6.5% this year, up from 4% that it forecast in January, and notably higher than the 5.8% gross domestic product (GDP) growth projection the federal government used in its budget.