Merchant Moffatt Wealth Management

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.

Robert G. Meade

Portfolio Manager

902-424-1051 | 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.

Robert Meade joined Merchant Moffatt Wealth Management in 1995 and is now a member of our partnership group. He attended St. Mary’s University, majoring in Finance, holds the Chartered Investment Management (CIM) designation, and is insurance licensed.

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.

Blaze Titus

Associate

902-421-0367 | Email me

Blaze Titus joined Merchant Moffatt Wealth Management in 2012, after graduating with honours from the Investment Management Program offered through the Nova Scotia Community College. He has recently acquired the designation of Chartered Investment Manager through the Canadian Securities Institute, and is currently enrolled and has completed the first level of the Chartered Financial Analyst program offered by the CFA Institute.

Meghan Lamey

Associate

902-424-1040 | Email me

Meghan Lamey joined Merchant Moffatt Wealth Management in January, 2015. She has a BA Honours degree from Carleton University and has completed the Canadian Securities and Conduct and Practices courses through the Canadian Securities Institute. She moved to Halifax after university graduation and managed several retail stores for six years before coming to RBC Dominion Securities. Within the Merchant Moffatt team Meghan is responsible for client scheduling and general administration.

Meghan enjoys playing sports and other recreational activities.

Marine Gemeda

Administrative Assistant

902-421-0348 | Email me

Marine joined the Merchant Moffatt Wealth Management team in 2015. Prior to that she worked in retail banking with RBC Royal Bank. Marine graduated from Saint Mary’s University with a Bachelor of Arts.  

Marine provides a supporting role to the team with day-to-day administrative functions.  Her primary focus is account documentation, client reporting and appointments. 

She likes to spend her free time with her younger siblings Abel & Keya.  She also likes to stay active, whether that is volunteering with WREWO (environmental organization), hiking or just going for a run. When Marine is not being a responsible big sister she loves reading and traveling.  
 

Paul deJager, B.Sc., MBA, CFP, CLU, CHS

Estate Planning Specialist

Paul deJager can help protect the wealth you have accumulated through innovative insurance-based strategies designed to minimize the impact of taxes on your estate. Employed in the financial services industry since 1998, Paul is a Certified Financial Planner (CFP), a Chartered Life Underwriter (CLU) and holds the Certified Health Specialist (CHS) designation.

Click here to see Paul's full bio.

 

Sharon Avery, LL.B
Will & Estate Consultant

Sharon Avery can help you address your estate planning concerns, whether it’s up-dating your Will, creating a trust or setting up a charitable foundation. Sharon earned her Bachelor of Laws degree from Dalhousie Law School and a Bachelor of Public Relations degree from Saint Vincent University. Prior to joining RBC Dominion Securities, Sharon was in practice with a large regional law firm specializing in medical defence, health law, estate litigation, wills, estates and trusts.

Click here to see Sharon's full bio.

 

Mary Ellen Isenor, CPA, CA, CFP
Vice President and Financial Planning Specialist

Mary is a Chartered Professional Accountant (CPA), Chartered Accountant (CA) and a Certified Financial Planner (CFP). She has received her Bachelor of Science from Dalhousie University and a Bachelor of Commerce from Saint Mary’s University. Mary has completed and tutored the CICA In-Depth Tax Course. Prior to joining RBC in 2008, Mary was employed as a Senior Manager, Tax where she specialized in tax planning for individuals and their ownermanaged entities. During her career Mary has been employed by two of the largest international public accounting firms and has a broad range of experience in mergers and acquisitions, business succession, estate and trust planning and overall tax minimization. Mary’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans for clients. 

Click here to see Mary's full bio.

Specialized Financial Planning 

At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Mary Isenor, a Financial Planning Specialist, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to next generation tax efficiently and make the most of your philanthropic legacy. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis.
 

To schedule a meeting with Mary Isenor, please contact our office.