T.E. Wealth is pleased to announce that it has acquired Doherty & Bryant Financial Strategists Inc., a personal financial planning firm, based in Calgary, Alberta.
Created over seven years ago, Doherty & Bryant has maintained a client-focused passion for solving the complexities of wealth by coordinating all aspects of personal finance. Their comprehensive wealth management offering integrates tax, retirement planning, wills and estate planning, insurance planning as well as third party investment manager selection and monitoring.
“We are enthusiastic to be joining a company that shares our vision and values and can offer our clients a greater depth of services, including enhanced investment opportunities with T.E. Wealth’s investment arm, T.E. Investment Counsel,” stated Russ Doherty and Vic Bryant.
“We have known and dealt with Russ Doherty and Vic Bryant for many years. The cultural fit is perfect and we are confident that the transition for their clients will be seamless,” said Mark Arthur, Chief Executive Officer of T.E. Wealth.
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