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Doherty & Bryant

Doherty & Bryant
2009 FOUNDED
M&A STATUS
1-10 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of personal financial planning services in Calgary, Alberta. The company provides comprehensive wealth management services such as tax, retirement planning, wills and estate planning, insurance planning as well as 3rd party investment manager selection and monitoring.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Accounting, Audit and Tax Services (B2B)
Primary Office
  • Suite 200, 2nd Floor Eau Claire Market
  • 200 Barclay Parade Southwest
  • Calgary, Alberta T2P 4R5
  • Canada

+1 (403) 000-0000

Doherty & Bryant Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Doherty & Bryant Executive Team (3)

Name Title Board
Seat
Contact
Info
Vic Bryant Co-Founder, President & Partner
Jen Schmid Fee-only Financial Planner
Russ Doherty Co-Founder & Independent Wealth Advisor