About Warkentin Group
We take a comprehensive personal approach to your financial planning to provide you with ongoing positive results that help bring your retirement dreams to reality.
Because we are truly independent, we have no sales quotas, and truly put our clients interest first. Each one of our plans are tailored to each client specifically.
Warkentin Group Private Wealth Management endeavors to address the financial needs of the person or group, whether a new or existing client. 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.
Doug works one-on-one with clients to develop customized, integrated financial plans covering the full spectrum of financial services. This approach helps provide you with the peace of mind that comes with knowing that the financial aspect of your life is in professional hands.
- Doug has full certification and accreditation awarded by the Financial Planners Standards Council, as well as IIROC and the MSC.
- Sharp focus on your needs and priorities – the service is customized to your particular financial picture and objectives. As your life and family situation evolves, your financial plan is adjusted to respond to your changing needs.
- Integrated, comprehensive approach to financial planning, helping you to maximize the potential opportunities across tax, retirement and estate planning.
- Absolute commitment to your family’s financial success, demonstrated by an established client base, which includes generations of families who have appreciated Doug’s guidance.
- An established team that is designed with the client in mind. If you are looking for creative insurance (as it relates to your financial plan), or tax solutions (as it relates to Insurance products & services), or need to make an administrative change – we have a team member specifically assigned to that responsibility.
Charitable Organizations We’re Involved With