Harley is an experienced Certified Financial Planner and Business Advisor, with a proven track record in Asset and Portfolio Management.
He began his career in 1999 after obtaining a degree in Psychology and Economics from the University of Manitoba. Later, he earned his CFP credentials from the Financial Planning Standards Council in 2005. Most recently in 2017, he added the Registered Retirement Consultant designation to his growing list of educational achievements.
Having advised clients for more than 20 years, Harley has a demonstrated expertise in Wealth & Estate Preservation and Accumulation strategies. He enjoys the challenges and opportunities of working with business owners and professional who are recently or soon to be retired.
Believing that successful financial outcomes are dependent on solid financial advice specific to your circumstances, his clients benefit from thoughtful and fully individualized financial plans tailored specifically to their circumstances, and integrated with their investment strategy.
In the busy and often financially complex lives of his clients, Harley strives to be a Trusted Partner working first and foremost on your behalf. He believes engaging a financial professional with a vested interest in achieving your financial and life’s objectives is paramount to attaining your goals successfully, however you define success.
Warkentin Group Private Wealth Management
Winnipeg, MB R3C 3N9
Telephone: (204) 414-2479
Fax: (204) 414-2779