Your Financial Future, Our Expertise
At Warkentin Group, we take pride in our team of talented professionals who have dedicated their careers to providing exceptional financial services to individuals and families across Manitoba. With a combined 90+ years of experience in the industry, we have built a reputation for delivering personalized wealth management solutions that cater to the unique needs of each client.
Our Team
Our team is led by President and Senior Wealth Manager, Doug Warkentin, a top-producing financial planner with a proven track record in advanced tax strategies and wealth building strategies. Alongside Doug are Senior Financial Planner Harley Struth, Associate Advisor Alex Harrison, Manager - Insurance Solutions Terry Bialek, Office Manager Izabella Warkentin, and Executive Assistant Sandi Labchuk. Each member of our team is committed to providing the highest degree of personal service and attention, ensuring that our clients receive tailored financial planning that addresses their specific needs and goals.
Our Services
At Warkentin Group, we offer a comprehensive range of financial services designed to help individuals and families achieve their long-term financial goals. Our services include wealth management, wealth planning, insurance, and retirement planning. We take a personalized approach to financial planning, working closely with our clients to understand their unique needs and goals. We then develop customized financial plans that are tailored to their individual circumstances, ensuring that they achieve the peace of mind and financial security they deserve.
What Sets Us Apart
What sets us apart from other financial services firms is our commitment to delivering exceptional personal service and attention. We take the time to understand our clients' needs, goals, and values, and we develop financial plans that are tailored to their unique circumstances. We also have a proven track record of delivering results, with many of our clients achieving their long-term financial goals and enjoying a secure retirement.
Our Mission
Our mission is to provide exceptional financial services that help individuals and families achieve their long-term financial goals. We strive to build long-term relationships with our clients, providing them with personalized financial planning and wealth management solutions that cater to their unique needs and goals. We are committed to delivering exceptional results, and we are dedicated to helping our clients achieve financial peace of mind and security.
Exceptional Service and Expertise
These reviews highlight the exceptional service and expertise provided by Doug Warkentin and his team. Clients praise their thorough and detailed approach to investment advice and planning, responsiveness to questions and concerns, and ability to provide sound investments and guidance throughout various stages of life and careers.
Trust and Confidence
Clients express their trust and confidence in Doug and his team, citing their professional and personable nature, knowledge, and genuine interest in achieving the best outcomes for their clients. Many clients have been with them for over 20 years, and some have even referred family and friends to their firm.
Personalized Attention and Care
Reviewers appreciate the personalized attention and care they receive from Doug and his team. They feel comfortable asking questions and expressing concerns, and appreciate the clear explanations and guidance provided.
Financial Security and Peace of Mind
Clients credit Doug and his team with helping them achieve financial security and peace of mind, enabling them to retire comfortably and securely. They appreciate the team's ability to tailor investment strategies to their individual situations and provide guidance on tax planning and other financial matters.
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