Private Wealth Management - Financial Planning - Doug Warkentin - Warkentin Group Private Wealth Management - Winnipeg, Manitoba

Warkentin Group strives to achieve and deliver to our clients a first class experience.

About Warkentin Group

Doug Warkentin, Izabella Warkentin, and Sandi Labchuk in the office

With a combined 90+ years in the industry, our team of talented professionals is committed to providing you with the highest degree of personal service and attention, ensuring your financial plan is right for you at every stage of your life.

Learn more about Warkentin Group

Sponsorship

Tyson Langelaar Doug Warkentin, Izabella Warkentin, and Sandi Labchuk in the office

Born and raised in Winnipeg, Manitoba, Tyson began speed skating at the age of seven. As soon as he put on his first pair of skates, he knew he wanted to represent Canada at the Winter Olympic Games...

Read Full Story

Warkentin Group Private Wealth Management

5.0

Based on 67 reviews

review us on

Lionel Piche

20:30 07 Jul 21

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.

Annette Usipiuk

17:31 31 May 21

Doug WarkentinMy husband (Tony) and I met Doug only a few years ago and are absolutely delighted and has our complete trust to have him tailor our investments specifically to suit our situation and helping us plan for our retirement and future needs.We knew how to earn and save money, but when it comes to financial planning and retirement we are novices. Doug always explains everything thoroughly and without confusing language. We never feel uncomfortable asking questions or expressing our concerns, his friendly character always puts us totally at ease. His depth of knowledge, lateral thinking and common-sense approach to life, just enforces our trust and respect for his choices for our future.We feel like not only have "won a lottery" in finding such an astute financial planner, BUT also in finding a new friend who we hope to have in our lives for years to come…

Darren Kalanj

04:58 13 May 21

I've dealt with money managers and management groups from all around the world and I've never met anyone I've had more faith in than Doug and his team. Doug set out a clear plan and has been accessible every step of the way. I trust his advice and he has never steered me wrong. I would recommend Doug and his team to anyone. Before I met Doug, I use to work for money, now Doug is making my money work for me.

AMY WILLIAMS

03:46 13 May 21

This was an amazing place to invest. He took time to explain everything to me. You need to make sure if investing you can trust the people telling you where it is best to put your money. Trustworthy is how I would describe this company. Thank you for helping me and my family.

R N

03:13 13 May 21

Doug is amazing! I was hesitant in starting with a new firm, but Doug immediately made me very comfortable. Not pushy. Fantastic advice. Solid fundamentals. His fees are extremely reasonable. Because of him, I’ll probably retire 5 to 7 years before my targeted time.

Andrew Voth

17:40 27 Jan 21

I have been a client of Doug's since 2018, and in that time Doug has navigated my portfolio through very turbulent markets with success which has exceeded my expectations. Someone like myself with very little market knowledge, Doug has been patient taking the time to explain certain strategies. Thank you Doug and your team for the the great service !

Jessica Miller

22:08 19 Jul 20

We have trusted Doug with our finances for over 15 years. He provides a good analysis of potential risks and benefits in our portfolio, as well as what we need to do to have a successful retirement plan. Thank you to Doug and his team for continuing to provide us with homegrown support for so many years. Jessica and Jay Miller

Tony Thornhill

18:23 13 Jul 20

We have been a client for almost 15 years and through all that time, Doug has never steered us wrong. He is very profession and is always on top of the current events that may have an impact on the markets and thus our investments. Thanks to Doug and his team we are very confident in our financial status and can, and do, enjoy our retirement as we planned. Thanks Doug.

Laurie Sciberras

23:21 18 Jun 20

Doug continues to provide us with sound financial advice tailored to our needs. His knowledge and professionalism equips us with confidence in his recommendations and we are very pleased to have him as our Financial Advisor.

Lee-anna Sanders

03:15 05 Mar 20

Doug Warkentin has been my husband and I financial advisor for several years.Doug has proven to be loyal and diligent in making our financial future a success.He is extremely professional. He goes the extra mile to make sure we understand our investments and to explain our goals. He makes himself available by phone or in meetings to answer all our questions. We are extremely happy with Warkentin management and would have no problem recommending him to anyone.

K Teer

22:25 20 Feb 20

We have been investing with Doug for almost 25 years. He has always paid close personal attention to our portfolio, answered all our questions and dealt with any concerns we may have had over the years. His financial guidance has always been honest and knowledgeable. He is constantly evolving and expanding his capabilities to ensure his clients have access to the best funds with the best returns.Doug has become a friend over the years and under his management, our portfolio has now grown to the point where we can say we’re enjoying retirement! Thanks Doug!

Gloria Nault

14:30 16 Feb 20

Thanks for meeting with me on Friday Doug. WOW - that was an interesting realization - you’ve been helping me with my finances for over 17 years now. Now that I’m officially in my 60s - it’s nice to know that I have someone I trust working with me towards retirement. I appreciate you keeping me on as a client. It’s nice to see how my finances have grown over the years and I’m feeling a little bit more comfortable with the thought of retirement in a couple of years – thanks to you.

Erika Martin

18:01 14 Jan 20

In the first year of Doug managing my portfolio, he did more for me than my previous financial adviser had done over ten years. He always takes the time to inform and manage in a very personal manner while his professionalism is indeed above and beyond. I can honestly say he does a great job of looking after me and my retirement giving me peace of mind

YVR HOCKEY

19:14 13 Jan 20

I have been a client of Doug Warkentin for approx. 2 years. I met a number of advisors before deciding to work with him and his team. In that time, I have found him to be knowledgeable on my unique tax situation, and makes himself accessible beyond the (9-5) hours you would expect.He also has an amazing team of professionals in his practice, from an administrative questions to estate solutions and tax advice.It is obvious he loves what he does and is passionate about his profession.

Randall Fox

17:33 09 Jan 20

I initially met with Doug back in 1997. At the time I was convinced to move my investments from banking institutions, and joint him as a client. Since then, I’ve witnessed a number of transitions with Doug's career and organizations he’s represented.Today he’s well established with his own firm, team of resources and personalized service that I trust. Doug has continued to deliver what he believes with confidence, the evidence is in the steady growth of my portfolio.His capabilities have continually expanded and grown with his career as a result of reinvestment in himself. Maintaining his knowledge and expertise, staying current with the investment industry trends has enabled Doug’s success.After 23 years, we’ve developed a strong advisor/client relationship based on trust and confidence in positive results.

01:52 31 Dec 19

I have been in the market with mutual funds for more than 16 years with results that were just ok with a financial giant. Mr Warkentin did not only convince me to diversify my portfolio but educated me about the enhanced possibilities that are within my reach. My goal to retire at 55 is now a viable scenario. I thank him for being my financial guide and a caring individual that genuinely cares about his clients. I truly wish him success.

Aneta Wychowaniec

01:38 31 Dec 19

My husband and I came to Doug about a year ago for advice on financial planning, as I had never been given any by the bank I that I have worked at for 17 years. He completed a detailed financial plan for me and my family, and put together a portfolio recommendation. The reports and graphs that he showed us painted a picture we could fully understand. We now know when we can retire and are confident that we are on track. Thank you Doug!

M Richards

18:24 20 Dec 19

I have been a client of Doug Warkentin and his team for approximately 6 years. In that time, I have found him to be easy to talk to and someone who truly cares about his clients. He explains things in a manner that is understandable and after working with him, it is apparent he loves what he does.

Michael Davies

07:55 04 Dec 19

I have worked with Doug Warkentin for 25+ years and have followed him from IG to where he is today. I feel he understands his clients needs and goals and truly has a passion for ensuring people hit these goals, He also keeps me informed and explains things very well. I have grown my portfolio from a humble beginning to having a 7 figure portfolio now with Doug and his team. Thank you for taking such good care of us. We can finally envision the retirement you set out for us 25 years ago.

Janis Bigourdin

01:17 19 Nov 19

Doug has been our Financial advisor for more than 18 years. We have always found Doug to be very knowledgable and thorough. He has always been quick to return our calls when we've had any concerns. . We trust Doug has our best interest at heart. We have built a relation that goes beyond just business and we consider Doug a friend.

Clayton Gording

21:33 18 Nov 19

Doug has been our financial adviser for more than 25 years. We have followed him through different companies and have always had complete confidence in his advice. He has a very good understanding of the financial world, as well as the political influences that drive it. Doug is a reliable, caring person to work with.

Shirley Herlick

19:35 13 Nov 19

We have had Doug as a financial advisor for almost 25 years. As he moved in his career we continued to follow him. We are now going into retirement mode and are all financially secure including a travel fund of 20,000 per year which we will take full advantage off. We would never of been in this position if it wasn't for Doug's advice and support. Thank you Doug for all your years of service.

Jeff Herlick

19:24 13 Nov 19

We are second generation clients with Doug. Always helpful and extremely knowledgeable.

A Google User

03:22 06 Nov 19

Working with Doug I found he asks the right questions such as... what is keeping you busy over the next few months? what are your top personal priorities? What is most important to you right now? Doug puts your personal needs and priorities first and from there works a customized financial plan that best suits you... Plus he has a great sense of style ...!!

Mitch Graham

11:56 19 Jul 19

Doug has been my friend and wealth advisor for the past 7 years; All the good things written about Doug are valid and true. Doug has not only watched over my financial goals he has also watched over my well being on a personal level. He is surrounded by a fantastic team at the Warkentin Group, Sandi and Izabella will go above and beyond for you.I would like to thank Doug and the entire Warkentin Group for all they have done for me!

Colleen Rose

02:11 27 Aug 18

I have been a client of Doug’s for twenty plus years now. He is knowledgeable , professional and genuinely cares about his clients. We set a plan for my retirement all those years ago and are on track to achieve those goals.

Cheryl Bracken

19:52 27 Apr 18

Doug has been my Financial Adviser since 1993. Some 25 years! I cannot say enough good things about Doug. He has always made me feel that I was an important client. Always keeps his clients up to date with what was happening in the financial world as it is happening and calming fears when markets are turbulent. Doug has always been very approachable and has always responded promptly to any questions or concerns. Doug is very knowledgeable in his field and makes every effort to meet with you on a regular basis. If you are looking for a Financial Wealth Management Group I highly recommend Doug and his Team.

Viola DeClercq

01:14 09 Apr 18

Doug Warkentin has been my financial advisor for 4 years. In that time, he has guided me on making sure I am on track, makes time whenever I call and explains things in a language that is understandable and not initimidating. I would gladly recommend him to anyone looking for an excellent advisor that cares deeply for his clients.

megan vun wong

04:00 16 Oct 17

Doug Warkentin has been my financial advisor for the past 15 years and I can say, without a doubt, that he possesses the financial acuity to excel in his field. Throughout the years he has demonstrated time and time again his up-to-date knowledge, his attention to detail and his genuine concern for my financial future.We enjoy a professional relationship based on mutual respect as Doug continues to keep his knowledge exceptional current. Emailing articles of importance, from time to time, conveys to me his care and passion to work diligently toward the successful management of my portfolio. Megan Vun WongOctober 16th, 2017

Ken Finnbogason

02:25 15 Sep 17

We have dealt with Doug for about 15 years and he has been great and very conscientious with our account and helped us enormously with our finances.

Bill Matthews

22:08 12 Sep 17

Doug became our financial advisor approximately 14 years ago and over that time our professional and personal relationship developed. Doug gave us sound financial guidance providing my wife and I peace of mind when the markets were in various states of turmoil. During those times of uncertainty for me Doug provided very sound advice and encouraged both of us to remain calm and stay with the plan.Today, we are in excellent financial shape, and have financial freedom to enjoy our retirement. Many, many thanks to Doug for sharing his God given skills and abilities as he provided guidance through our very complex financial market. Even during those times of doubt and countless dumb questions he remained patient with us, providing professional and expert guidance.Doug and his staff at Warkentin Wealth Management provide us with professional, prompt, and courteous service at all times.Since taking my wife and I on as his clients, the guidance and advise provided by him is by far the best and most comprehensive in our financial history, well done Doug!

Dennis Connelly

22:47 10 May 17

I always feel welcomed and valued when I visit with Doug and colleagues at Warkentin Group (even though I'm a relatively small investor). I am never rushed and feel as much a friend there as a client. Doug always takes the time to respond to any questions or concerns I may have as we review my portfolio. He has also been very helpful in providing me with tips and guidance relative to tax concerns, dealing with financial institutions, responding to market pressures, whatever... My overall "comfort" and confidence In my financial situation has grown (along with my portfolio) over the course of our 20-25 year relationship and allowed me to retire several years before I thought I actually could. Many thanks to Doug and associates for doing right by me. I appreciate the professionalism, dedication, reasoned advice and "steady hand" approach of the Warkentin Group and recommend its services to any and all readers of this review.

TT II Manitoba

18:13 20 Feb 17

Excellent advice, clear concise forward thinking strategies, tax saving initiatives.... Because of Doug I will have the option to retire in about 3 years and still be very, very, comfortable. Doug has been our advisor for about 6 years. His availability, approachability (is that a word?) and financial acumen are second to none. We have become great friends and look forward to our continued relationship in both the financial and social sense.

Debbie Fedak

20:10 14 Feb 17

Doug has been our advisor for the past four years. We had previously been with another advisor for almost thirty years. Upon looking back we do not feel they had “our” best interest in mind, as the fees paid out were not producing the expected results for us. With Doug we are extremely pleased with how our portfolio has increased. Doug’s work ethics are from a bygone era. Firstly he will educate you with honesty, in layman terms what products are out there for you taking into consideration your own personal risk assessment. Everything is explained in detail and documented. It is rare to have an advisor who meets with you quarterly if not more often. Doug does not just put your money in an investment and then provide you with a “token” visit once a year but is “consistently” forward looking amending your portfolio based on market conditions and your own personal needs. Doug, thank you for always being there for us. You have become a true mentor and we value your guidance. You have our utmost respect.

Next Reviews

So You Think You Have A Financial Plan?

So You Think You Have A Financial Plan?

So You Think You Have A Financial Plan?

So You Think You Have A Financial Plan?

Warkentin Group strives to achieve and deliver to our clients a first class experience.

About Warkentin Group

Sponsorship

Who's Managing My Money?

Wealth Management

Wealth Planning