Warkentin Group Private Wealth Management

5/5 β˜… based on 8 reviews

About Warkentin Group Private Wealth Management

About Warkentin Group

doug-warkentin-winnipeg We take a comprehensive personal approach to your financial planning to provide you with ongoing positive results that help bring your retirement dreams to reality. Because we are truly independent, we have no sales quotas, and truly put our clients interest first. Each one of our plans are tailored to each client specifically. Warkentin Group Private Wealth Management (at Aligned Capital Partners) endeavors to address the financial needs of the person or group, whether a new or existing client. Our team of talented professionals is committed to providing you with the highest degree of personal service and attention, ensuring your financial plan is right for you at every stage of your life. Doug & his team work one-on-one with clients to develop customized, integrated financial plans covering the full spectrum of financial services. This approach helps provide you with the peace of mind that comes with knowing that the financial aspect of your life is in professional hands.
  • Doug holds a Certified Planning designation (CFP) as well as the FSCI designation and has full certification & accreditation awarded by the Financial Planners Standards Council and The Manitoba Securities Commission.
  • Sharp focus on your needs and priorities – the service is customized to your particular financial picture and objectives. As your life and family situation evolves, your financial plan is adjusted to respond to your changing needs.
  • Integrated, comprehensive approach to financial planning, helping you to maximize the potential opportunities across tax, retirement and estate planning.
  • Absolute commitment to your family’s financial success, demonstrated by an established client base, which includes generations of families who have appreciated Doug’s guidance.
  • An established team that is designed with the client in mind. If you are looking for creative insurance (as it relates to your financial plan), or tax solutions (as it relates to Insurance products & services), or need to make an administrative change – we have a team member specifically assigned to that responsibility.

Charitable Organizations We’re Involved With

mully-logograndpas-logo

Sponsorship

Born and raised in Winnipeg, Manitoba, Tyson began speed skating at the age of seven. As soon as he put on his first pair of skates, he knew he wanted to represent Canada at the Winter Olympic Games. Tyson was an all-around athlete but decided to focus solely on skating and his Olympic dream. At the age of 18, he moved to Calgary to train at the Olympic Oval. While it has been a sacrifice to be away from family, and his home town of Winnipeg, Tyson has created a path to fulfill his goal of wearing the Maple Leaf on the World’s biggest stage in Beijing 2022. With a successful 2019-2020 season, including multiple World Cup Team Pursuit medals, a Beijing 2022 selection for Tyson is nearing reality. Tyson demonstrated strong improvement and consistency versus the world’s elite racers, finishing 2019-20 with a career high of 4th place in the 1500m and ranked 6th overall for the distance. During the 2020-2021 season, Covid-19 wasn’t the only obstacle Tyson faced. In September, the Olympic Oval shut down due to a mechanical failure leaving Tyson without a long track practice facility. With the re-opening of the Olympic Oval for the 2021-2022 season, Tyson is excited to pursue his dream.

Contact Warkentin Group Private Wealth Management

Address :

363 Broadway #906, Winnipeg, MB R3C 3N9, Canada

Phone : πŸ“ž +79
Website : http://www.warkentingroup.com/
Categories :
City : C

363 Broadway #906, Winnipeg, MB R3C 3N9, Canada
L
Lionel Piche on Google

β˜… β˜… β˜… β˜… β˜…

We have been working with Doug Warkentin for over 20 years. We'll be retiring in a few years. Doug has set us up to retire very comfortably. He has followed us and kept us informed every step of the way. He has also worked closely with our accountants to make sure we take advantage of all the investment opportunities. My wife and I highly recommend him for all your investment needs.
S
Scott on Google

β˜… β˜… β˜… β˜… β˜…

I've been with Harley Struth (The Warkentin Team) for over 2 years now. Harley's knowledge, passion, communication, and a genuine interest in achieving the best for clients is what separates him from the rest. I would highly recommend him to anyone wanting to achieve better financial outcomes.
E
EIleen Huggins on Google

β˜… β˜… β˜… β˜… β˜…

Doug is not only my financial advisor he is a true friend. He guides you through things you do not understand and helps to help you make good decisions and gives fair and trustful advice. I am never leaving them
K
Karen Harrison on Google

β˜… β˜… β˜… β˜… β˜…

We have worked with Doug for over 25 years and cannot emphasize enough how professional, knowledgable and personable he is! He and his whole team are very responsive to any questions or concerns we have had and have made sound investments at all stages of our lives and careers and into retirement. We have made a point to recommend family and friends to his firm. Look no further!
B
Brian McGuigan on Google

β˜… β˜… β˜… β˜… β˜…

Doug was very professional, informed and helpful throughout the investment process, feel very safe having secured some money for my future and confident in his team to get some great returns on our investment.
J
Jeff Witwicki on Google

β˜… β˜… β˜… β˜… β˜…

Doug cares greatly about his clients and it shows. I have been with Doug for 20 years and he has guided me every step of the way towards securing a rock-solid financial future. His effectiveness and customer service has been nothing short of excellent. Doug and his team have taken great care of me and I can't say enough about them. As my retirement approaches, I have zero concerns about my future thanks to Doug.
B
Brenda Peloquin on Google

β˜… β˜… β˜… β˜… β˜…

Doug and his team at Warkentin Group Private Wealth Management are respectful, courteous and always timely in their response to clients, of which I am happy to say, my husband and I are. Doug always manages to allay my fears when I get twitchy about the markets. He is diligent, dedicated and extremely knowledgeable. He gets results!! We wouldn't go anywhere else!
L
Lloyd Chipman on Google

β˜… β˜… β˜… β˜… β˜…

My wife and I have been working with Doug Warkentin and his team for 4 years. They are thorough and very detailed in their approach to investment advice and planning. We meet with Doug about 3 times per year and he reaches out in between meetings if he wants to make changes to our plan/portfolio. I would happily refer Doug and his team to anyone that is looking for solid financial advice.

Write some of your reviews for the company Warkentin Group Private Wealth Management

Your reviews will be very helpful to other customers in finding and evaluating information

Rating * β˜… β˜… β˜… β˜… β˜…
Your review *

(Minimum 30 characters)

Your name *