What Sets Us Apart Is What Sets You Apart

At Merchant Moffatt Wealth Management there is no such thing as a typical client. Every wealth management challenge we undertake is fundamentally and irrevocably unique.

What also sets us apart is our formidable bench strength. A partnership group of three market-seasoned portfolio managers directs our Group, supported by a team of dedicated multi-disciplinary professionals.

And 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 unrivalled in Atlantic Canada.

Providing greater transparency

The “Client Relationship Model” is designed to provide investors with greater transparency on the costs and performance of their investments.

With phase two of this initiative, called “CRM2,” a new annual performance report was introduced at most Canadian investment firms in 2017.

The new annual performance report uses a different way to calculate your rate of return compared to the traditional “time-weighted rate of return” used by most of the financial industry.

It’s called a “money-weighted rate of return,” and it takes into account your contributions and withdrawals throughout the year to give you more insight into your personal rate of return.

The following video explains the difference between these two ways to calculate your rate of return – and why both are helpful.

Our Investment Philosophy Is Simple

It is to preserve, protect and build wealth. Our approach is driven by two strategic considerations:

  • To achieve the highest return while staying within a carefully defined and mutually agreed level of risk tolerance.

  • To adopt the lowest risk strategy consistent with meeting specifically determined long-term financial expectations and needs.

We recognize that each investor has unique objectives. As a result, our investor relationships are based upon understanding the precise situation and goals of every individual and organization we advise.

Contact

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