Russell Todd  RFP, CFP 

President, Sr. Planner & Facilitator 

Russell has over 45 years in the financial services industry and works with his team to craft retirement security solutions and wealth management strategies tailored to client needs. He also facilitates entertaining, educational, unbiased, generic financial education workshops in corporate Canada. Profile in Financial Institute of Canada

Vic Bryant   C.A., R.F.P., CFP

Vic has over 25 years experience in the financial services industry, most recently as President of a Calgary based wealth management firm.   Prior to that, he was a Director and Regional Vice President and General Manager (Calgary) for a National financial planning & wealth management company.

Vic has expertise in all areas of wealth management for high net worth individuals and their families. He has served clients both within Calgary and across Canada.  As a comprehensive advisor, he co-ordinates all aspects of his clients’ personal financial affairs, including tax, investment, estate and retirement planning. 

He is an active member and in-coming Program Chair of the Estate Planning Council of Calgary and holds memberships in the Financial Planners Standards Council, the Institute of Advanced Financial Planning and the Canadian and Alberta Institutes of Chartered Accountants.

In addition to his professional interests, he is currently a volunteer member of the Foothills Hospital Development Council, and Alumni of the Calgary Exhibition & Stampede Parade Committee. He has also served the Calgary community through holding positions in various charitable organizations.

On a personal note, he is married with four adult children and has a keen interest in marathon running having most recently completed the New York City Marathon in November 2008.

Russ Doherty  C.A., R.F.P.

Russ has provided personal wealth management to Calgary based clients for 24 years.  He is a Chartered Accountant, and pioneered a personal finance service with KPMG in 1985. He followed with 11 years at one of Canada’s leading fee-only wealth management firms, and was instrumental in designing and delivering their constantly evolving client services.

Since 2000. Russ has operated in a progression of owner-operated business models, culminating in the creation of Doherty & Bryant Wealth Advisors Inc. in 2009.

Always on a fee for service basis, and always as a comprehensive advisor, Russ has accumulated a wealth of knowledge and experience in managing personal finances.

In addition to being a C.A., Russ is a Registered Financial Planner ( R.F.P.) and has been an active volunteer in the financial planning profession, including serving as Calgary President, Alberta Chairman and National Board member. 

Sandi Kallal

Financial Planner

Sandi has an extensive background in the financial services industry. Before becoming a financial planner, Sandi worked in the retail banking industry and as an investment advisor for a major bank owned brokerage firm.

Sandi prepares financial plans, retirement projections and wealth management strategies. She also prepares tax returns for our clients.

She holds both the Canadian Investment Manager and Certified Financial Planner designations. She also holds the Associate of the Institute of Canadian Bankers and Derivatives Market Specialist designations.

Sandi is a member of the Financial Planners Standards Council and is an associate member of the Institute of Advanced Financial Planners.

We also belong to the following organizations:

• Financial Planners Standards Council
• Institute of Advanced Financial Planning
• Retirement Planning Association of Canada
• Association of Canadian CFP^tm licensees
• Financial Education Institute of Canada