Business Details
Your Trusted Financial Advisers in Winnipeg
Warkentin Group Private Wealth Management takes a comprehensive personal approach to financial planning, delivering ongoing positive results that help clients achieve their retirement dreams. With a combined 90+ years of industry experience, our team of certified professionals prioritizes client needs through tailored strategies, ensuring financial plans evolve with life stages. We operate independently, free from sales quotas, and maintain a steadfast commitment to transparency, ethical standards, and client-centric service.Our expertise spans wealth management, tax optimization, estate planning, and insurance solutions, supported by a track record of long-term client relationships built on trust and measurable outcomes. Recognized for our community involvement, we combine technical proficiency with a personalized touch to empower clients toward financial security.
Services
Wealth Management
Retirement Planning
Tax Strategies
Insurance Solutions
Estate Planning
Highlights and features
- Combined 90+ years of industry experience
- Personalized financial plans tailored to life stages
- Certified professionals with CFP designations
- Transparent, independent advisory approach
- Proven track record of client trust and referrals
Associations and certifications
- CFP (Certified Financial Planner)
- FCSI
What people say
Personalized service
Expertise in tax strategies
Long-term trust
Peace of mind
Responsive team
Services
Wealth Management
Our wealth management services focus on growing and protecting assets through diversified investment strategies. We create customized portfolios aligned with risk tolerance and financial goals. Clients benefit from ongoing monitoring and adjustments to navigate market changes effectively.
Retirement Planning
We develop comprehensive retirement plans that ensure financial security during post-career years. Our approach considers income needs, tax implications, and lifestyle goals. Regular reviews keep plans aligned with evolving personal circumstances and market conditions.
Tax Strategies
Our tax planning services identify legal opportunities to minimize tax liabilities. We implement strategies involving investment structuring, retirement accounts, and estate planning techniques. Continuous updates ensure compliance with changing tax regulations.
Insurance Solutions
We provide tailored insurance coverage to protect against financial risks. Services include life, disability, and critical illness insurance assessments. Our approach balances protection needs with cost-effectiveness for comprehensive risk management.
Estate Planning
Our estate planning services ensure smooth wealth transfer across generations. We coordinate wills, trusts, and tax-efficient strategies to preserve assets. Regular updates maintain alignment with personal wishes and legislative changes.
People
Doug Warkentin
President Senior Wealth Manager
Certified Financial Planner with 30+ years experience, specializing in tax and wealth-building strategies. Recognized for client-centric approach and community involvement. Holds CFP and FCSI designations.
Harley Struth
Senior Financial Planner
Certified Financial Planner with expertise in asset management and portfolio strategies. Provides personalized advice focused on long-term financial security. Known for clear communication of complex concepts.
Terry Bialek
Insurance Solutions Manager
Risk management specialist with comprehensive knowledge of insurance products. Helps clients identify optimal coverage solutions. Brings 25+ years of industry experience to strategic planning.
Izabella Warkentin
Office Manager Concierge
Financial services professional with 15+ years experience in client relations. Coordinates administrative operations and client support services. Ensures seamless delivery of wealth management solutions.
Sandi Labchuk
Executive Assistant
Administrative professional with 25+ years experience supporting financial teams. Manages client communications and operational workflows. Contributes to efficient service delivery for high-net-worth clients.
Questions
What financial planning services do you offer?
We provide comprehensive services including wealth management, retirement planning, tax optimization, insurance solutions, and estate planning tailored to individual needs.
How are your services different from banks?
As independent advisors, we offer unbiased recommendations without proprietary products, focusing solely on clients' best interests through personalized strategies.
Do you work with out-of-province clients?
While based in Manitoba, we serve clients across Canada through virtual consultations and remote portfolio management capabilities.
How often do you review financial plans?
We conduct quarterly reviews and additional check-ins during significant life events or major market changes to ensure plan relevance.
What credentials do your advisors hold?
Our team includes Certified Financial Planners (CFP), Fellow of the Canadian Securities Institute (FCSI), and other industry-recognized designations.
