Rob Merchant

Vice President & Portfolio Manager

902-424-1037 | Email me
902-425-0608
1-855-723-7286

A Portfolio Manager with Merchant Moffatt Wealth Management, a partnership group of three 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 Genoble in 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 taking 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.

William D. Moffatt

Vice-President & Portfolio Manager

902-893-0434 | Email me

A Portfolio Manager with Merchant Moffatt Wealth Management, a partnership group of three 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.

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.

Bill Moffatt earned his MBA at the University of Western Ontario and has a Bachelor of Science degree from Mount Allison University. In 2001 he attained the designation Chartered Investment Management Analyst (CIMA) from the U.S. based Investment Management Consultants Association.

He has held senior investment advisory positions with several major Canadian investment firms and provided discretionary portfolio management to individuals, institutions and families for over 30 years.

Donna McKenna

Associate Advisor

902-424-1088 | Email me

Donna McKenna joined Merchant Moffatt Wealth Management in 1993. She attended University of Toronto, and has earned several professional designations: Personal Financial Planner (PFP), Chartered Investment Management (CIM), and Fellow of the Canadian Securities Institute (FCSI). In addition, she has earned her Options License and Insurance license. She has been working in the investment industry for 26 years.

Team leader for Merchant Moffatt Wealth Management, Donna is a mother of two teenagers, pursues fitness related activities and reading. She has run three half-marathons, and expects to complete her fourth this year.

Joy Pratt

Associate Advisor

902-424-1054 | Email me

Joy Pratt joined Merchant Moffatt Wealth Management in 2006. She has a BSc degree from Atlantic Union College (Boston) and has earned her Options license, Insurance license, Financial Management Advisor (FMA) designation, and is a fellow of the Canadian Securities Institute (FCSI). Joy has been engaged in the financial services industry for over 15 years, principally working with both advisors and clients to deliver seamless client service. Joy’s personal interests include yarn crafts, playing cards, music and visiting farmers’ markets.