T.E. Wealth acquires Doherty & Bryant

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 3rd 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 for our clients through T.E. Investment Counsel,” stated Russ Doherty and Vic Bryant.

View full press release here.

Print Friendly, PDF & Email

These articles are for general informational purposes only. Please obtain professional advice before taking any action based on this information. No endorsement or approval of any third parties or their advice, information, products or services should be implied by any references to third parties contained in any article. Trademarks cited in these articles are the respective properties of their owners.

0 replies

Leave a Reply

Want to join the discussion?
Feel free to contribute!

Leave a Reply

Your email address will not be published. Required fields are marked *

fifteen + 10 =