Our Team

Sean Rourke leads McCrady Rourke Advisory, which serves high-net-worth families, successful business owners and professionals, most of whom are accredited investors. He also advises charitable organizations, foundations, trust funds and corporations. Sean has built a reputation as a trusted Portfolio Manager and Investment Advisor who delivers discretionary investment management to clients with sophisticated financial needs.

Sean holds the Chartered Financial Analyst (CFA), Financial Management Advisor (FMA) and Fellow of the Canadian Securities Institute (FCSI) designations. Working with family offices, he creates and manages institutional-style pension funds for ultra-high and high-net-worth individuals. He is keenly aware of the responsibility to protect people’s life savings, and focuses on risk-adjusted returns and capital conservation.

One of Sean’s specialties is providing authentic hedge funds and memoranda/private placements as an alternative to bonds in a sustained low-interest-rate environment.

On his downtime, Sean enjoys golfing, skiing, exercising, reading business fiction or autobiographies, and travelling with his wife and young daughter.

Dan is a seasoned Wealth Management professional with over 22 years of expertise in Financial Services, Client Relations, and Team Leadership. With a strong foundation in Finance from the Northern Alberta Institute of Technology and by recently obtaining his Personal Financial Planner (PFP®) Designation, Dan brings a wealth of knowledge and skills to our team. We believe that in his role, Dan’s client-centered approach and strategic insights will help clients navigate their financial future with confidence as he is committed to fostering trusted relationships and tailored Wealth Planning solutions.

Dan's career journey includes a series of impactful roles, most recently working as Branch Operations Manager at BMO Nesbitt Burns, where he led dedicated operations and support teams committed to delivering service excellence and efficiency. His prior roles also include Options Licensed Registered Representative/Supervisor, Manager of Client Service, Operations Analyst, Banking Resource Officer and Private Banking Associate.

Outside of work, Dan is an avid adventurer who enjoys being active through biking, hiking, skiing, and exploring new destinations (22 Countries so far!) Whether he’s on a trail, a mountain slope or discovering a new city, Dan embraces every opportunity to learn and grow, bringing the same enthusiasm to his professional and personal life.

Linda studied Finance at the Northern Alberta Institute of Technology. Her experience in the investment industry began in 1997 when she joined Levesque Securities Inc. (now National Bank Financial) in cage operations, before becoming a licensed Investment Representative in 1998. Linda joined the McCrady Rourke Advisory in May 2002.

With over 25 years in the Investment Industry, Linda has developed a vast knowledge of investment products, trading and client administration. She prides herself on providing an exceptional client service.

Linda has recently celebrated her 20^th anniversary with her husband, Randy. When not working, Linda loves to travel with Randy and their son, Lucas, work on her yoga skills, and experiment with different cooking and baking recipes.

Kathy is a Senior Client Service Associate who joined BMO Nesbitt Burns in November 2012. She came to the McCradyRourke Advisory from the Bank of Montreal where she was a Financial Services Manager for 7 years. Kathy has in-depth knowledge of banking and lending with considerable expertise in personal and small business lending. Kathy prides herself on providing extraordinary support to the McCradyRourke Advisory and their clients. She is responsible for client assistance and documentation for client meetings, and her goal is to exceed clients’ expectation on service. Kathy is also fluent in Cantonese.

Outside of work, Kathy enjoys spending time with family, friends and her 3 small dogs Peanut, Butter and Cookie.

Jamila is a Client Service Associate who joined BMO Nesbitt Burns in 2015, and brings years of client service experience from Bank of Montreal. She strives to provide exceptional support to her team and clients. Her dedication to client service shines through in every interaction, whether she’s assisting with documentation for client meetings or ensuring every detail exceeds expectations. Outside of work, Jamila is an avid sports fan and especially enjoys watching hockey and cheering for the Oilers!