Patrick Funk is a Senior Portfolio Manager and Wealth Advisor with over 20 years of experience helping individuals and families bring clarity and confidence to their financial lives. His approach is rooted in discipline, transparency, and personalized planning - delivered without pressure or unnecessary complexity.
Clients rely on Patrick for more than investment management. They value his structure, objectivity, and long-term thinking - especially during periods of transition such as retirement, business succession, estate planning, or major life changes. He works best with those who appreciate preparation, directness, and the peace of mind that comes from having a clear plan in place.
As a Certified Financial Planner (CFP®) and Certified Investment Manager (CIM), Patrick has deep expertise in retirement income planning, discretionary portfolio design, and multi-generational wealth strategies. But beyond credentials, his commitment is to show up with integrity - doing what’s right for his clients, not just what’s easy or popular.
He believes great advice should be calm, clear, and grounded in reality. That philosophy has helped him build a practice centered on long-term relationships and mutual respect.
Outside of work, Patrick is a devoted father, basketball coach, and recreational athlete. He holds a blue belt in Brazilian Jiu-Jitsu and maintains a disciplined training routine. He lives in Ottawa with his wife and two sons.
