Warkentin Group Private Wealth Management
5/5
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based on 8 reviews
About Warkentin Group Private Wealth Management
About Warkentin Group
![doug-warkentin-winnipeg](http://www.warkentingroup.com/wp-content/uploads/2013/09/doug-warkentin-winnipeg.jpg)
- 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-logo](http://www.warkentingroup.com/wp-content/uploads/2013/09/mully-logo.png)
![grandpas-logo](http://www.warkentingroup.com/wp-content/uploads/2013/09/grandpas-logo.png)
Sponsorship
![](http://warkentingroup.com/wp-content/uploads/2021/09/img-tyson-1920.jpg)
Contact Warkentin Group Private Wealth Management
Address : | 363 Broadway #906, Winnipeg, MB R3C 3N9, Canada |
Phone : | π +79 |
Website : | http://www.warkentingroup.com/ |
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![363 Broadway #906, Winnipeg, MB R3C 3N9, Canada](https://gstatic.yellowsite.net/gpictures/900x600/1786/MXxBM0dzSm5YY2VRRVVtWjBpU2YzZTd3Jnlhdz0zMzcuMzUwMjV8eWVsbG93c2l0ZXNjYS5jb21fMA.jpg)
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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.
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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.
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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
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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!
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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.
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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.
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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!
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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.
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