Taxes, rules, financial products and technology have all changed over the years. Our underlying philosophy has not. Coordinate all aspects of personal finance.
Our team has evolved into a co-ordinated group of senior and junior advisors, planning and administrative support staff and periodic contractual tax experts. All of our advisors are recognized and qualified financial planning professionals.
Every one of us is committed to protecting and enhancing your Net Worth. We need to know what is important to you and will focus accordingly. We expect to deliver clarity and confidence. We will investigate and evaluate the financial marketplace on your behalf and deliver both time and cost savings.
We bring ready access to an extensive network of other professionals when needed, covering investment, income tax, law, insurance, actuarial and other complimentary disciplines.
To begin, we prefer an informal, no-cost introductory meeting face to face to answer questions, and if agreeable to both sides, map out how we can best be of service.
Thank you for your interest in our Firm!
Mark Arthur, B. ADMIN., MBA, CFA
President & CEO, CWB Private Investment Counsel Ltd.
Mark works closely with the Doherty & Bryant team in his role as President & CEO of CWB Private Investment Counsel Ltd., providing the stability, expertise and objective counsel that our clients have been receiving from the firm over the years. Mark also leads our growth strategy under a new, robust corporate structure that builds on Doherty and Bryant’s recognized expertise.
Mark has held a series of senior leadership positions during his 35 years in financial services. He joined Jovian in 2003 as Executive Vice President and became President in June 2007. He held several senior positions at RBC Dominion Securities and RBC prior to joining Jovian. These jobs included Vice President, Director and Vice Chairman of the Investment Strategy Committee of RBC Dominion Securities, President and Chief Investment Officer of Royal Bank Investment Management Inc., and Chairman of RBC Investments’ Global Investment Strategy Committee.
Mark is a Chartered Financial Analyst, and he earned his MBA from The University of Western Ontario. He also holds a B. Admin. from Brock University.
Vic Bryant, CPA, CA, RFP, CFP
My experience in the financial planning industry extends over 30 years. Prior to co-founding Doherty & Bryant, I was President of a Calgary-based financial planning firm and prior to that, a Director and Regional Vice President and General Manager (Calgary) for TE Wealth.
My expertise, as a comprehensive advisor, covers all aspects of wealth management for high net worth individuals and their families, including tax, investment, estate and retirement planning. I enjoy collaborating with other professionals to bring innovative solutions to client situations.
I have been active on the Board of Directors of the Estate Planning Council of Calgary (past President 2014-2015) and hold current memberships in the Financial Planners Standards Council, the Institute of Advanced Financial Planners, the Canadian and Alberta Institutes of Chartered Accountants and the American Institute of Certified Public Accountants – Personal Financial Planning Division.
I volunteer my support as a member of the Foothills Hospital Development Council and Alumni of the Calgary Exhibition & Stampede Parade Committee.
I’ve been married to Sheila for 37 years and together we have four adult children. I’ve had a keen interest in marathon running, having completed Marathons in Honolulu, Victoria, Las Vegas, and New York City and have been a volunteer assistant coach with the University of Calgary in their marathon running program.
Aaron Hector, B.Comm., CFP, R.F.P., TEP
I have a rare mix of youth and experience, having started my career in comprehensive wealth management in 2007 under the mentorship of both Russ Doherty and Vic Bryant. They each bring something different to the table as an advisor so being exposed to both of them and their clients has been invaluable. My clients take comfort in knowing that they have found an advisor who will be around to serve them throughout their career and retirement.
I hold a Bachelors of Commerce Degree (Finance) from the Haskayne School of Business, University of Calgary, a Certified Financial Planning (CFP) designation with FP Canada, a Registered Financial Planner (R.F.P.) with the Institute of Advanced Financial Planners, and a Trust and Estate Practitioner (TEP) designation with the Society of Trust and Estate Practitioners (STEP Canada).
As a dual citizen, I am continually expanding my knowledge in cross-border financial planning (Canada-USA). I am well versed in planning for Canadian snowbirds that are spending time in the US and also planning for US citizens who are living in Canada.
I am sought out as an expert in the media, having been quoted frequently within The Globe and Mail, Financial Post, MoneySense, and Motley Fool. I also write personal finance articles which can be found within T.E. Wealth’s quarterly newsletter, Strategies and also online within T.E. Wealth’s blog website.
On a personal note, my wife Miranda and I are proud parents of twin daughters. When I’m not running after my daughters, I play for and manage a Calgary men’s soccer team.
Jen Schmid, MPAcc, CA, CFP, R.F.P.
I was born and raised on a farm just outside of Calgary, where my parents still earn their living today. Numbers came easily to me, so I pursued an early career in accounting.
After earning a Master’s degree in Accounting from the University of Saskatchewan, I articled with Deloitte & Touche to gain my Chartered Accountant (CA) designation, but I discovered my true passion for personal financial planning in 2014 when I joined Doherty & Bryant.
I am currently a member of the Financial Planners Standards Council (FPSC), the Canadian and Alberta Institutes of Chartered Accountants and the Institute of Advanced Financial Planners.
I fill my spare time with my other passion – basketball – along with many other activities including slo-pitch, snowboarding, snowshoeing, hiking and backpacking. The people that know me best know that the last place they will find me is at my house.