Rob Merchant, FCSI

Senior Portfolio Manager

|
902-425-0608

Jared Hyslop

Associate Investment Advisor

|
902-425-0608

Wealth management expertise reflected by our industry leading designations


CIM: Rob Merchant holds 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. 

CFA: Jared Hyslop achieved the highest distinction in the investment management profession, as a CFA charter holder. 

FCSI: Rob Merchant holds 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. 

Contact Us

Please complete the following form if you would like us to contact you. Required fields are marked with an "*".

Please be advised that any information sent through this Contact Us page is not considered secure and privacy can not be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields