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Two Families Come Together: Scrivens acquires Mullally Insurance & Annuity Agency Ltd. [Press Release]

Updated:
May 8, 2019
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OTTAWA, ON (January 10, 2019) – A leading provider of financial planning solutions, W.H. Scrivens Financial Services Ltd. entered an agreement to acquire Mullally Insurance & Annuity Agency and will continue to operate under Scrivens Insurance and Investment Solutions at its main office, 270 MacLaren Street, Ottawa. Vince and Jeff Mullally, the principals of Mullally, have decided to retire, thus the need of a solution for their many long-term clients.

Scrivens and Mullally have many of the same values and the transition will be seamless for clients of both organizations. The acquisition of Mullally further increases Scrivens share in the marketplace and will be able to provide greater access to financial markets.

Scrivens has brought on two additional employees to ease the transition to help maintain its focus on superior service. Jake Scrivens, the son of Michael Scrivens, has joined the organization as a Technical Assistant. Stephan Smith has joined as a Financial Advisor and, with over 18 years of experience in financial services,
will be a great addition to the Scrivens team.

Contact:

Roy Evans, (613) 236-9101 | revans@scrivens.ca