A Portfolio Manager with Merchant Moffatt Wealth Management, a partnership group of market-seasoned portfolio managers, supported by a team of dedicated multi-disciplinary professionals. We are set apart by the considerable national and global resources of RBC Dominion Securities, giving our clients access to investment, financial and fiduciary services unrivaled in Atlantic Canada.
A founding partner of Merchant Moffatt Wealth Management, Rob Merchant has provided discretionary portfolio management to individuals, institutions and families for over 30 years. He studied at Dalhousie University and the Universite de Stendhal in Grenoble, France. Prior to joining RBC Dominion Securities he held senior positions with two major Canadian investment firms, qualifying for their highest achievement awards. For a full list of Rob’s accreditations and achievements please visit his LinkedIn profile. Active in the community and during his professional career Rob has worked with a variety of charities. He currently sits on the board of the United Way Tomorrow Fund.
Rob lives in Halifax with his wife Jane. He has three adult children; Erik, his eldest, is a physiotherapist, Jack is an engineer working in Project Management and Ellen is a student studying Political Science at Acadia University. In his free time Rob enjoys skiing, sailing and he is trying to learn to kite surf. He also enjoys spending time with his family at their cottage in Stanhope, Prince Edward Island.
At Merchant Moffatt Wealth Management there is no such thing as a typical client. Every wealth management challenge we undertake is fundamentally unique and we build our services on a foundation of trust and confidence. While doing so, we will always keep in mind that your wealth is just the beginning - it’s a way to do more, give more and experience more.