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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.
Senior Portfolio Manager & Wealth Advisor
With nearly three decades of experience advising Canadian families and entrepreneurs, Daniel delivers highly personalized strategies that align wealth with purpose. His disciplined approach, combined with deep expertise in portfolio construction, tax efficiency, and intergenerational planning, helps clients preserve and grow their capital across market cycles.
Before joining RBC Dominion Securities in 2006, Daniel held senior leadership roles within the wealth division of another major Canadian bank, mentoring advisory teams and navigating clients through complex financial landscapes. This breadth of experience shapes the measured perspective he brings to every relationship.
Known for his clarity, accessibility, and long-term thinking, Dan leads a collaborative advisory practice that integrates the full resources of RBC's private wealth, estate, and banking network to deliver bespoke solutions for each client.
A long-time Oakville resident, Daniel is a Fellow of the Canadian Securities (FCSI®), a Chartered Investment Manager (CIM®) and is a designated Personal Financial Planner (PFP®). Beyond his professional life, he is active in community philanthropy and enjoys travel, cooking, and time with his wife Heather and their two young adult children.
Senior Associate
Passionate about helping others thrive, April earned a Bachelor of Arts in Gerontology and Health Sciences from McMaster University before discovering her true calling in financial services. Since joining RBC Dominion Securities in 2012, she has built a reputation for exceptional client service, insight, and care.
As a licensed investment representative and key member of The McCartney Group, April provides dedicated support to clients and ensures the seamless delivery of day-to-day portfolio management needs. Known for her warmth and professionalism, she approaches every client relationship with genuine interest and enthusiasm.
April also represents her peers nationally through the RBC Dominion Securities Investment Associate Advisory Board. She lives in Oakville with her husband and their twin sons and enjoys travelling and playing softball in her spare time.
Assistant
Heath holds a Masters in Finance from the University of St Andrews in Scotland and a Bachelor of Management and Organizational Studies in Finance from Huron University. Having worked with our team for several years, he continues to contribute part-time, assisting with client service, portfolio research, and administrative support.
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