Concentrum Wealth Management is an independent, employee-owned wealth management firm based in Calgary, Alberta. Founded on the principle of providing objective and client-focused advice, the company offers a comprehensive suite of services including discretionary investment management, financial planning, tax and estate planning, and risk management. Their mission is to help clients achieve their financial goals through a disciplined, long-term, team-based approach, ensuring that all aspects of a client's financial life are coordinated and optimized.

Founded in

United States