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Charles Funk

Address

606 4th Ave South
Lethbridge, AB T1J 0N7

Languages

    English

My Background

I am committed to providing you service specifically tailored to your unique needs and preferences. Together we will create a customized plan addressing all your financial and investment needs, and help you understand as much of the financial world as you like. My investment style is very disciplined and will ensure you are not exposed to unnecessary risk for the returns you are receiving. I specialize in wealth management, retirement planning, estate planning, and tax minimization strategies.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.