Warkentin Group Private Wealth Management
78Good363 Broadway #906, Winnipeg, MB R3C 3N9, Canada
About
Warkentin Group Private Wealth Management offers personalized wealth management, financial planning, and insurance solutions to help clients reach their retirement goals in Winnipeg, Manitoba.
Senior Care Path Summary
Warkentin Group brings over 75 years of combined industry experience to clients planning for retirement. The team provides wealth management and comprehensive financial planning tailored to help clients understand their options and feel confident about their financial future. They meet regularly with clients to review progress and adjust strategies as life changes.
The firm serves clients throughout retirement planning stages, from building wealth through to enjoying retirement. Doug Warkentin and his team are known for patient, personalized guidance that explains complex strategies in understandable terms and makes clients feel comfortable asking questions.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- People planning for retirement
- Retirees managing their portfolio
- Families looking for personalized financial guidance
- Clients seeking tax and wealth building strategies
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
76 Google reviews
Most recent reviews
Gerald Rhynold
8 months ago · via Google
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)
8 months ago · via Google
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
8 months ago · via Google
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!
Summary of Google Reviews
Summarized by Senior Care Path from Warkentin Group Private Wealth Management's Google rating and recent reviews. Confirm specifics with the provider.
Warkentin Group Private Wealth Management holds an excellent 5.0-star rating across 76 Google reviews. Recent reviewers most often highlight warm, welcoming community.
Most common praise
- Warm, welcoming community
Services
Licenses & Registrations
- Certified Financial Planner (CFP)
- Fellow, Canadian Securities Institute (FCSI)
- Registered Retirement Consultant (R.R.C.)
- Investment Advisor
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Languages Supported
- English
Location
363 Broadway #906, Winnipeg, MB R3C 3N9, Canada
Also serves
- Winnipeg, Manitoba