T.E. Wealth, a subsidiary of iA Financial Group, has purchased Calgary-based personal financial planning firm Doherty & Bryant Financial Strategists.
Set up over seven years ago, Doherty & Bryant offers tax, retirement planning, wills and estate planning, insurance planning, alongside third party investment manager selection and monitoring.
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The transaction will be effective immediately, and will not have any material impact on the earnings and capital of iA Financial Group.
T.E. Wealth CEO Mark Arthur said: "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."
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