Rob Merchant, CIM, FCSI

Vice-President & Portfolio Manager

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

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 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 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.

William D. Moffatt, MBA, CIMA

Vice-President & Portfolio Manager

902-893-0434 | Email me
902-425-0608 | LinkedIn

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.

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 Investments and Wealth Institute.

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, PFP, CIM, FCSI

Associate Advisor

902-424-1088 | Email me
902-425-0608 | LinkedIn

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 31 years.

 

Donna is a mother of two teenagers, pursues fitness related activities and travel. She has run six half-marathons, and her goal is to run a half in every province.

Jared Hyslop

Administrative Assistant

902-424-1040 | Email me
902-425-0608

Jared graduated from Acadia University in May 2013 with a BBA (Finance) and played varsity soccer there for four years. Since graduation, he has worked at two Halifax firms providing operational support to Hedge Funds and Institutional Investor clientele.

 

Jared is a CFA charter holder, and in his spare time plays guitar and still very much enjoys playing soccer, but now within a more relaxed league with his hometown team of Chester.

Eric Ladovich

Associate

902-421-0348 | Email me
902-425-0608

Eric is a graduate of Saint Mary’s University and holds a Bachelor of Commerce. Since graduation, he has spent much of his time working in Customer Service oriented roles. Eric joined our branch of RBC Dominion Securities in 2018 to work with the Branch Operations team.

 

Eric also enjoys being a part of his local community in Dartmouth as he volunteers as a coach for the Dartmouth Lakers Basketball Club and also sits on the board of directors at Solutions Learning Centre as Treasurer.

 

In his spare time Eric enjoys hiking, skiing and being by the water!

 

Wealth management expertise reflected by our industry leading designations


CIMA: Bill Moffatt holds the CIMA designation. The Certified Investment Management Analyst (CIMA) designation is recognized worldwide as a top credential for wealth management. It ensures that financial professionals have the unique knowledge and skills to address the complex needs of high-net-worth clients.  

CIM: Rob Merchant and Donna McKenna hold the CIM Designation. The Chartered Investment Manager (CIM) designation is the industry standard for discretionary investment and portfolio management services. It is recognized by Canadian securities regulators and ensures that those who earn it are qualified to evaluate and manage all aspects of a client's investment portfolio. 

PFP: Donna McKenna holds the PFP designation. The Personal Financial Planner (PFP) designation is a leading credential for comprehensive financial planning in Canada, recognized by Canada's largest financial institutions. It ensures that financial professionals have the knowledge and skills to address all aspects of a client's financial situation. 

FCSI: Rob Merchant and Donna McKenna hold the FCSI credential. The Fellow of CSI (FCSI) is the pinnacle financial services credential and the highest honor in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry. 

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