Quebec City, QC (Mar. 29, 2016) – T.E. Wealth (T.E. Financial Consultants), a subsidiary of iA Financial Group, 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 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.
This transaction is effective immediately. The impact of the transaction on iA Financial Group’s earnings and capital is deemed non-material and therefore not disclosed.
About T.E. Wealth
Founded in 1972, T.E. Wealth provides their clients with total wealth management services including financial and retirement planning, estate planning, tax planning and preparation, and investment management services through T.E. Investment Counsel. T.E. Wealth was acquired by iA Financial Group in 2013.
About iA Financial Group
Founded in 1892, iA Financial Group offers life and health insurance products, mutual and segregated funds, savings and retirement plans, RRSPs, securities, auto and home insurance, mortgages and car loans and other financial products and services for both individuals and groups. It is one of the four largest life and health insurance companies in Canada and among the largest publicly traded companies in the country. iA Financial Group stock is listed on the Toronto Stock Exchange under the ticker symbol IAG.
SOURCE: Industrial Alliance Insurance and Financial Services Inc.