Founded in 2000 and based in Winnipeg, KDM Wealth Management is an independent financial advisory firm that operates as a trade name of Wellington-Altus Private Wealth Inc. The company specializes in providing personalized and integrated wealth management solutions for individuals, families, and business owners. Their core mission is to help clients achieve their financial goals through comprehensive services including retirement planning, investment management, tax strategies, and estate planning. They emphasize a client-centric approach to build and preserve wealth across different life stages.

Founded in

United States