Merchant Wealth Management of RBC Dominion Securities
"The winds and waves are always on the side of the ablest navigators." Edward Gibbon
Proactive Service. Lasting peace of mind.
Financial complexity tends to grow right alongside financial success. At Merchant Wealth Management, we bring clarity to that complexity through a proactive approach that coordinates investment, tax, estate and business strategies within a single, comprehensive long term plan. Whether you're navigating a liquidity event, adapting to a major life change or considering the legacy you hope to leave behind, we're here to help guide you forward.
Testimonials
"I signed off my 2025 income tax with *CPA on Monday. He told me that working with you two was the best team he’s ever dealt with. That you responded promptly and with the right information that was very helpful, always.
Then he asked me how I came to work with RBC Dominion Securities! So, I recounted the search for a new broker for my Mother and me after our former advisor closed his practice. One day I saw a notice in the paper that Rob Merchant was giving a presentation at a local hotel, so I went. Rob didn’t miss a beat and when he finished, I knew he was my guy!
And boy oh boy have I been a very lucky girl ever since. Rob and Jared are “on it” with advice of all sorts ever since. I am blessed."
Gill P.
“Thank you! And I have to say - you make me feel so safe. Thank you.”
Madine V.
“Rob has been instrumental in helping us achieve our financial goals”
Don M.
"Rob has been more than a portfolio manager, providing trusted guidance and steady growth through many years of life changes."
Lillian H.
I’ve known Rob for 25+ years; first when he managed my parents' investments, and later, after their passing, our own. Rob is sincere, ethical and reliable. He is very pleasant and easy to deal with, possessing a light interpersonal manner and an ever-present sense of humor. I appreciate him coming to our house for the regular reviews. Needless to say, he is knowledgeable about the gamut of investments, which he tailors, with the client, to their situation and requirements. Last but not least, he has the expertise needed for estate planning. Really, one could not ask for more.
Chris B.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.