Best Financial Planner Winnipeg Near Me

4worldlovers:
Warkentin Group strives to achieve and deliver to our clients a first class experience.

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.

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...


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.


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…

4worldlovers:
Here at IG Wealth Management, we are committed to helping you realize both your short and long-term financial goals through comprehensive planning.

We believe that building long-term relationships with clients is the best way to help you and your family achieve all of your goals, no matter your stage in life.

4worldlovers:
I have been working in the financial services industry since 2006, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.

I hold a Bachelor of Commerce (Hons) degree in finance and international business from the University of Manitoba. I also hold the Certified Financial Planner (CFP) designation offered by Financial Planning Standards Council.


Your priorities are important to us. We can work together towards your goals, and can help with:


Work with us to assess and recommend strategies that can help to reduce your tax burden, and:


Reduce your taxable income during your lifetime or upon passing away

We can offer strategies to help you become retirement-ready by discussing questions like:

How much income is needed for the retirement you aspire to?


Estate planning helps ensure your wishes are carried out and is an effective way to benefit your heirs.


Consider using executor services like a corporate executor or Power of Attorney for Property


A financial plan is an in-depth document with many individual parts. By gaining an understanding of your needs, we help to ensure that your plan reflects your current financial situation and defines your goals, the timelines for targeting them and the steps you need to take to get there.


Your hopes and expectations are at the heart of your financial plan.


That’s why at TD Wealth Financial Planning we take the time to discover and appreciate your needs, and include them in any discussion of your goals, so that together we may set a course for the future that you envision for yourself and your family.


The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.


Over time, you may find that your needs and goals change. TD Wealth Financial Planning has the expertise to help you stay on track. As we continue to meet with you, we’ll introduce new strategies to adapt your financial plan to those changes. We look forward to developing a relationship with you in order to understand your goals and aspirations and design a plan that continues to meet your current needs and future goals.


Discover what truly matters to you. We can offer planning and advice that can grow and evolve with you.

When Tim and Patty were faced with a life-altering event, their TD Wealth advisor helped them through the deeply personal aspects of legacy planning. Hear, in Tim's words, how their TD Wealth advisor took the time to understand their vision and helped establish a legacy in Patty's honour that will inspire students for years to come.

Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.