Aligning Wealth With Purpose
Drawing on our extensive experience and unique backgrounds, we serve as trusted stewards for your wealth. Backed by a disciplined investment process and the best-in-class resources of RBC Wealth Management, we foster close relationships with clients and their families – in Oakville and beyond – to help uncover their long-term goals, and craft a plan to achieve them.
What makes our team different?
In an industry where it seems that every financial service provider carries the moniker of “financial planner” or “fiduciary”, the ability to articulate a differentiation is extremely challenging for the wealth management firm, and, even more so, for the potential client, who is placing their financial future in the hands of a financial professional.
Our key differentiators set us apart as we build and protect wealth for medical professionals, business owners, retirees, sudden wealth recipients, and widows, widowers, and divorcees.
Transparency
Clients should understand how much they pay and what they are paying for.
We’re local
Living and working together face to face creates an extra layer of accountability and a sense of family.
Equality
A person’s value is not measured by their net worth. Every client is treated equally with respect and compassion.
Trust
Clients should always expect, and get, the whole truth.
our team
Our top priority is you
Daniel founded The McCartney Group with a simple vision – to create a transparent, respectful wealth management firm that puts your needs first. With the dedicated support of April, he puts that vision into action every single day, working tirelessly to provide the highest level of service imaginable.
Daniel McCartney
April Nicholson
our partners
Trusted support for your entire wealth journey
We’re proud to work alongside an industry-leading team of RBC Wealth Management experts who share our passion for helping clients thrive.
Comprehensive solutions for complex wealth pictures
Clients of The McCartney Group in need of integrated wealth solutions can enjoy one-on-one support and personal care with RBC Private Banking, a sophisticated high-net-worth offering led by your own dedicated private banker.
Grant Henri, PFP, F.PI.,TEP
Thomas Seah, CLU
Experience the best in everyday banking services
Through the complimentary RBC Premier Banking program, our high-net-worth clients can benefit from the personal attention of a dedicated Premier Banking Advisor, exclusive rates and offerings, and much more.
Approach
Keeping you safely on track and creating an exceptional client experience
Acting as a fiduciary and friend, we take an integrated approach to managing your wealth, ensuring that each and every piece of your financial picture works in harmony with the rest. Our all-encompassing service can be broken down into three core components:
Discover
In order to successfully plan your future, we first have to discover where you currently stand. We’ll conduct a complimentary portfolio review, identifying any gaps and determining how we can best meet your needs – now, and in the future.
Propose
With the help of myGPS™, RBC Wealth Management’s proprietary planning tool, we’ll propose time-tested investment strategies and solutions that integrate your unique goals, future income requirements, and estate planning needs.
Implement
Our customized, discretionary approach allows you to sit back and relax as we put your portfolio into action. We’ll also introduce you to our esteemed partners at RBC Wealth Management, including Will and estate specialists, accountants, and more.
What we offer
Full transparency
We’ll give you a detailed breakdown of where the hard-earned money you invest is actually going – including any fees that are paid to our team.
Capital preservation
Rest assured that we’ll never take undue risks with your money. Our disciplined process focuses on ensuring your peace of mind before anything else.
Individualized support
Our empathetic, compassionate team focuses on client education, empowering you to fully understand your wealth and the complexities of investing.
Trusted expertise
Your portfolio selections are informed by RBC’s independent Portfolio Advisory Group, third-party research, and Daniel’s decades of industry experience through changing market conditions.
An exceptional client experience
We pride ourselves on creating a compassionate, supportive environment that puts your needs – financial and otherwise – at the forefront.
Community
Making a meaningful difference
Giving back is far more than just an obligation for our team – it’s a core part of what we stand for. We’re honoured and privileged to have spent decades driving purposeful change in our local community.
Founded in 2001, the Community Foundation of Mississauga (CFofM) provides grants to programs and services that directly help individuals across the city. Daniel is proud to have sat on the Board of Directors for over 20 years, most recently as the Chair of the Investment Committee.
The McCartney Group is proud to support Creating Alternatives, a charity that organizes day programs for those with a developmental disability with the goal of strengthening their literary and work skills, as well as providing valuable social interaction.
Through Food For Life, surplus food is collected from local communities and distributed to those who need it most. Since 1995, the organization has rescued the equivalent of $14 million worth of fresh, healthy food.
The Ian Anderson House provides valuable hospice services to individuals across Mississauga and Halton that require round-the-clock care. Our team is proud to support their mission and help them continue to provide exceptional care.
The McCartney Group are proud supporters of the Huron University College Foundation, which helps provide high-quality programming to students.
The Oakville Hospital Foundation is dedicated to advancing healthcare excellence and patient care in our community. Through generous philanthropic support, the Foundation funds critical medical equipment, research initiatives, and innovative programs that enhance the quality of care delivered at Oakville Hospital.
The McCartney Group is proud to serve as the exclusive broker on record for all stock and security donations in kind, helping donors maximize the impact of their charitable contributions while providing seamless, professional facilitation of these generous gifts.
Blog
GIC rates
The latest GIC rates from various financial institutions.
