The best of both worlds: A boutique family office experience supported by world-class resources.

Located in Oakville, we have developed a framework and discipline that leads to best-in-class wealth management services and advice. This framework and discipline has been refined over decades of involvement in the management of client portfolios for a select group of high net worth individuals, families and business owners.

Our clients work with us to achieve their target investment returns, manage portfolio risk, decrease the fees they’re paying and, perhaps more importantly, ensure peace of mind.

We work with clients locally in the Greater Toronto Area and virtually nationwide.

At McCartney Private Wealth, we strive to achieve three goals:

Know our Client's needs.

Implementing a customized, tailored plan to maximize the likelihood of achieving our client's personal and financial goals.

Simplify our Client's lives.

Providing a disciplined approach to planning, protecting and growing toward financial security by leveraging the wealth of resources that RBC provides.

Manage our Client’s Investment Risk.

In life, almost every attempt at success involves a bit of risk and your investment strategy is no different. By creating the right asset mix and choosing the right investments properly suited to our client’s time horizons and objectives, we can offer enhanced risk mitigation.