Warkentin Group Private Wealth Management

Name: Warkentin Group Private Wealth Management
Address: 363 Broadway, Winnipeg, MB, R3C 3N9, CA
Telephone: (204) 414-2479
Price range: $$$
Rating: 5

Proactive, trusted wealth guidance for lasting financial clarity.

5(5 reviews)

financial-advising

$$$

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About

Warkentin Group Private Wealth Management in Winnipeg is a trusted wealth management and financial planning partner. Clients praise the team for deep knowledge, reliability, proactive guidance, and prompt communication. The advisers focus on understanding goals and staying on track, delivering clear, personalized investment advice and ongoing support.

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Location

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

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Information

363 Broadway

Winnipeg, MB, R3C 3N9

(204) 414-2479 warkentingroup.com/

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Services

Wealth Management

Comprehensive management of investment portfolios tailored to your financial goals and risk tolerance.

Financial Planning

Personalized strategies for retirement, estate planning, and long-term financial security.

Investment Advisory

Expert advice on market trends, industry sectors, and economic factors to optimize returns.

Retirement Planning

Guidance to ensure a comfortable and secure retirement through strategic savings and investments.

Proactive Client Support

Regular reviews, prompt communication, and ongoing adjustments to keep you on track with your goals.

5.00 · 5 reviews

Overall rating

J.A.B._Leatherworks

via Google

· 11 months ago

Doug and his team have been excellent to work with—clear guidance, reliable communication, and advice we can trust. Highly recommend.

Gerald Rhynold

via Google

· 11 months ago

Doug has been an adviser for members of our family since he was in his early 20s. We have put our trust in him and he has helped us to live very comfortably (retired now). His knowledge in the wold of investing is superior and his focus in our best interests has been shown to us through out the years. Not just an investor, a true friend.

Joe Albo (Joe16)

via Google

· 11 months ago

My wife and I have been working with Doug for over 20 years, and the experience has been outstanding. We meet several times a year to review our financial plan, and he always ensures we stay on track with our goals. Doug is extremely knowledgeable, reliable, and proactive in his approach. He consistently returns calls, emails, and texts promptly, and is always available to answer questions or provide guidance. Thanks to his expertise and commitment, we have done very well under his guidance. I highly recommend Doug to anyone looking for a trustworthy and professional financial advisor.

James Jaworsky

via Google

· 11 months ago

Doug has been an excellent investment advisor and wealth manager to me. It's clear that he spends the time and effort to be very knowledgeable and astute with respect to the economic markets, industry sectors and political factors that comprise the full landscape of this practice. Doug also spends the time and effort in his personal approach to me and what is best for my future and goals - treating these matters with the same importance to him as they are to me. Not to mention, the results are definitely speaking for themselves. Thank you, Doug. Greatly appreciate all the help!

Darryl Tuck

via Google

· 11 months ago

My wife and I have been working with Doug for quite a few years and have always found him to be honest, extremely knowledgeable and has out best interest in mind. We would highly recommend the Warkentin group to anyone.

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