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Wealth Planning

We provide a comprehensive personal approach to your financial planning to provide you with ongoing positive results that help bring your retirement dreams life.

Wealth Planning•

Wealth Planning•

Wealth Planning•

Our financial planning team provides clients with strategies for financial, investment, estate, business succession, tax and philanthropic planning, and a range of wealth management consulting services.

Wealth planning is more than just planning how to manage your finances and budgets. It is about planning to create a continual flow of income to fund your lifelong dreams. This is what we call having a Sound Approach.

Our Process at Warkentin Group

1

Financial Analysis

Handled by the Advisory Team
2

Letter of Recommendation and Planning Analysis

Handled by the Advisory Team
3

Goals and Lifestyle Planning

Handled by the Advisory Team
4

Financial Plan (Final Draft)

Handled by the Advisory Team
5

Portfolio Manager

Handled by Doug Warkentin
6

Insurance/Estate Planning

Handled by Doug Warkentin
7

Legal Work (Update Wills, Power of Attorney, Trusts)

Handled by the Lawyer
8

Periodic Plan Reviews

Handled by the Advisory Team

Holistic Financial Planning Involves Understanding Your Needs

The 8 Step Wealth Management Process takes a holistic approach to financial planning. Through a written customized wealth management plan our team addresses the various areas of financial planning including tax minimization planning & estate planning (as it relates to investments), retirement income planning, philanthropy, business succession. The process takes our clients through a number of meetings, followed by a meeting with a tax lawyer. Once the plan has been implemented, a structured review program is put in place that includes regular financial planning reviews to help ensure you always remain on track for your goals.

Doug has been my friend and financial adviser for more than 25 years. During this time Doug has always just been a phone call away when I had any concerns of what is going on in the markets. Doug would take the time to explain everything so i could understand. I have put my faith and trust in Doug managing my portfolio which has allowed me to retire early so now I have more time to enjoy my life with no financial worries. Doug and his team Isabella, Sandy and Alex truly care about their clients and have always been professional, knowledgeable, personable and so helpful with anything i have needed over the years. It is a pleasure to go into the office for meetings. Doug is not only a fantastic financial adviser, he is a true humanitarian always giving back. Thank you Doug and the Warkentin Group for the amazing service you have given me.
Roberta R.
Roberta R.
I have been a long-term client of Doug's, he consistently provides financial advice that I greatly value and I am confident in my long-term financial success because of Doug.
Kenton F.
Kenton F.
We have had the good fortune to be clients of Doug Warkentin for over 20 years. Doug is always there for us, not only as a financial advisor, but a true friend as well. We truly believe that we would not be where we are today without his knowledge and sound financial advice. Thank you so much to Doug and his team.
Kim G.
Kim G.
My wife Janine and I have been clients of Doug's since 2002. Doug always provides us with sound financial advice and makes sure we fully understand our options before making changes in our portfolio. We are more than pleased with the growth we have seen in our investments over the last two decades. Doug has been around for the birth of all 3 of our children, and we classify him as a close family friend. We know Doug works hard to ensure we meet our financial goals and is setting us up for a successful retirement. We have referred him to many of our friends.
Chris L.
Chris L.
Doug and his team at Warkentin Group Private Wealth Management are respectful, courteous and always timely in their response to clients, of which I am happy to say, my husband and I are.Doug always manages to allay my fears when I get twitchy about the markets. He is diligent, dedicated and extremely knowledgeable.He gets results!! We wouldn't go anywhere else!
Brenda P.
Brenda P.
Doug was very professional, informed and helpful throughout the investment process, feel very safe having secured some money for my future and confident in his team to get some great returns on our investment.
Brian M.
Brian M.
Doug is not only my financial advisor he is a true friend. He guides you through things you do not understand and helps to help you make good decisions and gives fair and trustful advice. I am never leaving them
EIleen H.
EIleen H.
I've been with Harley Struth (The Warkentin Team) for over 2 years now. Harley's knowledge, passion, communication, and a genuine interest in achieving the best for clients is what separates him from the rest. I would highly recommend him to anyone wanting to achieve better financial outcomes.
Scott
Scott
We have worked with Doug for over 25 years and cannot emphasize enough how professional, knowledgable and personable he is! He and his whole team are very responsive to any questions or concerns we have had and have made sound investments at all stages of our lives and careers and into retirement. We have made a point to recommend family and friends to his firm. Look no further!
Karen H.
Karen H.
Doug cares greatly about his clients and it shows. I have been with Doug for 20 years and he has guided me every step of the way towards securing a rock-solid financial future. His effectiveness and customer service has been nothing short of excellent. Doug and his team have taken great care of me and I can't say enough about them. As my retirement approaches, I have zero concerns about my future thanks to Doug.
Jeff W.
Jeff W.
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.
Lionel P.
Lionel P.
We have been with Doug for about 2 years now, however he has helped my parents for over 15 years now. Doug and his team are professional and highly experienced in investment strategies. We would highly recommend his services for anyone looking to grow their wealth on a generational scale
Dan P.
Dan P.
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…
Annette U.
Annette U.
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.
AMY W.
AMY W.
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.
R N
R N
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 !
Andrew V.
Andrew V.
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
Jessica M.
Jessica M.
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.
Tony T.
Tony T.
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.
Laurie S.
Laurie S.
I have been with Doug for 22 years and have found him to be very knowledgeable and thorough. He’s easy to talk to and truly cares about his clients.
icemaker E.
icemaker E.
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.
Lee-anna S.
Lee-anna S.
I have known Doug and his team for more than 10 years. The professionalism and attention to detail is outstanding. Doug is knowledgeable and takes the time to review my file with careful recommendations.
Karlene D.
Karlene D.
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.
Gloria N.
Gloria N.
My husband and I have been clients of Doug’s for 23 years. Doug is professional , personable and very knowledgeable. He keeps us up to date with the what’s happening in the world market. We would highly recommend Doug to anyone that is looking for a financial advisor.
Anna B.
Anna B.
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
Erika M.
Erika M.
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.
YVR H.
YVR H.
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.
Randall F.
Randall F.
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.
Jo
Jo
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!
Aneta W.
Aneta W.
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.
M R.
M R.
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.
Janis B.
Janis B.
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.
Clayton G.
Clayton G.
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.
Shirley H.
Shirley H.
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 ...!!
Francisco de la B.
Francisco de la B.
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!
Mitch G.
Mitch G.
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.
Colleen R.
Colleen R.
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.
Viola D.
Viola D.
Doug has been our financial advisor for 5 years and we find him to be very trustworthy and reliable. He’s prompt and knowledgeable, and consistently provides guidance that ensures our finances are working as hard for us as possible, today and for the long term. We enjoy working with Doug and his team - Isabella and Sandi are always very welcoming, friendly, and helpful.
Laurel T.
Laurel T.
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
megan vun W.
megan vun W.
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!
Bill M.
Bill M.
One of the most important and best financial investment decisions we have made was to have our investment portfolio managed by Doug Warkentin. The Warkentin Group Private Wealth Management team has the foundational attitude to enhance value and exceed expectations.
Daniel M.
Daniel M.
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.
Dennis C.
Dennis C.
Doug brings his enthusiastic repartee to every meeting. He takes his time to educate us on the current status of the markets and how our portfolio will respond. For the past decade we have trusted Doug to be our wealth manager.
Jason H.
Jason H.
I have been with Doug Warkentin for quite few years now. He is a great financial planner and he always puts his clients first. He has helped me in good times and bad with all of my financial needs.
Rene H.
Rene H.
Doug has worked with me for 8 years. He's highly qualified, professional, always up to date and is passionate about his work. I recently retired and things went flawlessly. Thanks to Doug I have a secure and worry free future.Izabella, Sandi and the team are always efficient, prompt and warmly welcoming.
karen A.
karen A.
We have been dealing with Doug for 20 years. Doug's knowledge and help has been beyond beneficial to us. Always treated us great and one of the best in the financial game. Class act all the way.
Craig K.
Craig K.
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.
Alaz M.
Alaz M.
I have been invested with Doug Warkentin for 19 years, he is extremely knowledgeable in all facets of wealth management and truly cares about you and your investments. He is not only my investor but I am proud to call him my friend. If you are looking for an investor that will do what is right for you, then I highly recommend Doug and his team.
Glen K.
Glen K.
Doug has been a great friend and financial advisor over the last twenty years. He has been able to assess our financial needs and has made very knowledgeable decisions with our profile. He has always been very proficient with financial management and is able to explain maneuvers in understandable professional steps. We feel very comfortable in his care and have the upmost trust with his decisions.
Bruce F.
Bruce F.
If you are looking for a Financial Advisor that understands his clients, Doug Warkentin is who you need to see. I have been a client of Doug's for many years and in that time, I have found him to be a person of integrity, professionalism and someone who truly understands what my goals are.
David G.
David G.
Doug Warkentin has been my adviser for 4 years and he has done an excellent job. He is smart, kind, and very good at explaining investing to me. He helps me to see long term and how all the activities fit into the bigger picture. He has provided timely and insightful advice that is helping me achieve my financial goals. He also reviews everything in detail and provides informative, in depth and understandable reports. He has a great heart and cares about people.
Paul B.
Paul B.
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.
D F.
D F.
Having worked with Doug, I have come to appreciate his honesty, professionalism and ongoing follow up. I would highly recommend Doug to anybody who has concerns about their financial planning.
Terry B.
Terry B.
Doug has been my adviser for over a decade. I have every confidence in his suggestions and strategies. He is professional and very involved. He is someone I recommend and trust. He listens to you particular situation and makes you involved in decisions. I have never had an adviser that makes me feel as comfortable with investing as Doug does. He truly wants the best for his clients.
Corey Von B.
Corey Von B.
I have been a client of Doug’s for over a decade. After years of investing with banking institutions and with advisors changing constantly who did not take the time to get to know me and understand my needs, I decided to go with an Independent Financial Advisor. Doug Warkington has taken the time to really get to know me and understand my personal financial needs. He is in regular contact with me every quarter and was also there and ready to assist me when my personal circumstances changed. It was a very emotional time and Doug was there to support me and revise my financial plan to give me peace of mind and confidence in my financial future after my husband’s passing. He always has the time to patiently answer my questions and explain my various options in a way that makes sense to me. I feel confident about my financial future with Doug managing my portfolio. His commitment to my success is evident with the returns I receive. I highly recommend Doug Warkington as an excellent choice for an independent financial advisor especially if you are looking for financial expertise with a personal touch.
alwardsharon
alwardsharon
I have been working with Doug Warkentin and his team for about 3 years now. I find Doug responsive, and someone who takes the time to truly understand his clients. I have worked with other advisors in the past, and now feel I have found a place that I will be for a very long time. Thank you for the advice, planning and tax strategies you put together for me and my family.
Jon T
Jon T
I've been a client of Doug's for 20 years and have always trusted his advice. Always up to date on tax strategies and saves me every year upon filing. I would recommend Dougs' expertise in the field.
Sandi A.
Sandi A.
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