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  1. CA
  2. MB
  3. Winnipeg
Warkentin Group Private Wealth Management

Warkentin Group Private Wealth Management

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363 Broadway #906, Winnipeg, MB R3C 3N9, Canada Get Directions
5.0
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ABOUT   Services Excellence Summary

Customised Financial Planning for Retirement Our individualized financial planning approach aims to help you realize your retirement dreams. We are independently owned and operated. We have sales goals and no association with any financial institution. We focus on the interests of our customers. Each plan is customized to suit the customer. Warkentin Group Private Wealth Management, a division of Aligned Capital Partners, serves the individual needs of both new and existing clients. We are a team of expert financial planners committed to providing personal and impartial financial advice at every stage of your life. Doug and his team spend time with each client to develop a well-thought-out financial plan that integrates all aspects of financial planning. This means you can be confident that your finances are managed responsibly.

 

SUMMARY   Reviews Summary

The reviews for Doug Warkentin all seem to convey the same sentiment - he is an exceptional financial advisor who goes above and beyond for his clients. Many have said that Doug feels like more than just a financial advisor, noting that they consider him a close friend. There is a theme of trust in the reviews, as Doug has consistently given great advice and tailored investment strategies that consider each individual's circumstances and financial goals. Several clients have praised the stability of their portfolios over the years, and they applaud Doug for being vigilant and knowing exactly when to invest. Furthermore, many would recommend Doug's services to family and friends, showing the deep sense of loyalty that he inspires. Overall, it is clear that many of his clients consider him a valuable guardian who has consistently made the complex process of financial planning manageable and less fraught.

 

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PROS
recommend (12)
highly recommend ... (7)
extremely knowle ... (3)
very knowledgeab ... (3)
attention to det ... (2)
very comfortable ... (2)
genuinely cares (2)
punctual (1)
helped me (1)
very helpful (1)
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Warkentin Group Private Wealth Management Reviews: 68. Average Rating: 5.0

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