Aligning your investments with your personal values

Increasingly, our clients are looking for ways to align their portfolios with their personal values and what they feel is best for their community, their neighbors and our planet. Responsible Investing is an attractive choice for investors like you, who desire a personal, value-based connection to your investments. This approach may be right for you if you seek to make an impact on things you care about, whether that’s the environment, diversity, equality in business, geopolitics or other concerns. Environmental, Social, Corporate Governance considerations are integral to our investment philosophy and our process. We integrate ESG and sustainability factors across our investment platforms to help our clients manage risk, make prudent investment decisions and to seek longer term return potential. Our impact investing team takes an integrated, customized investment approach to building portfolios based on your values. We strongly believe that ESG integration can help us build stronger portfolios for our clients. Working together with our clients we make a difference in the world.

Our proactive approach

RBC Wealth Management provides extensive training and support to help protect our senior and vulnerable clients. This includes discussing incapacity and cognitive decline in our planning process and asking all clients to provide a trusted personal contact. We also collaborate with community groups and local law enforcement to raise awareness, and provide leadership to solve the growing problem of financial abuse and increasing prevalence of cognitive decline. To learn more about proactive measures tailored to your personal situation, contact us today.

Students in classroom

Resources to help young people learn about money management

To help prepare young people for building a secure financial future and avoid potentially dangerous mistakes, they need easy access to knowledge that's relevant to them. That's why we've collaborated with EVERFI®, an education technology company to provide timely and engaging resources.

Learn more

Explore our Women's Workbook

Women and wealth workbook coverWe’ve created a practical guide designed to comprehensively assess your financial health and identify actionable steps you can take to build more confidence in your plans for tomorrow. The workbook also contains several hands-on worksheets you can use to write your own financial story.

Download the women and wealth wealth insights guide

 

Explore responsible investing

Responsible investing Wealth Insights workbookAccess our guide designed to help you better understand and identify steps you can take to invest with purpose. This workbook contains a sustainability questionnaire to assist in evaluating what’s most important to you.

Download the guide

Parade of rainbow flags

Celebrating LGBTQ+ Pride

We are proud of our firm’s ongoing support of the LGBTQ+ community, both internally and in our community. For the 14th year, RBC Wealth Management–U.S. was recognised by the Human Rights Campaign’s Corporate Equality Index 2023 with a top score on the nation’s foremost benchmarking survey measuring corporate policies and practices related to LGBTQ+ workplace equity.

Contact us to learn more about our commitment to equal rights for all, or if we can help you plan for and achieve your goals as an LGBTQ+ individual, couple or family.

The financial impact of dementia

Cover art - Preparing for the expected The financial impact of cognitive decline workbookAlzheimer’s disease and cognitive decline have a devastating impact not just on those with disease.  It’s also a physical, emotional and financial burden on caregivers – a job that usually falls on family members.  

In this Wealth Insights Report, we surveyed 1,000 current and former caregivers of family members to gain insights into the impact of cognitive decline on their loved ones – and to better understand the financial burden associated with caregiving.

Learn more

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Proud to work with a nationally recognized teammate

At Impact Private Wealth Management, we are very proud that Financial Advisor Gabrielle Clemens has received several prestigious awards. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Gabrielle!

  • Forbes Top Women Wealth Advisor Best in State - 2020, 2021, 2022, 2023, 2024
  • Working Mother's Top Wealth Advisor - 2021
  • Forbes Best-In-State Wealth Advisor - 2022, 2023
  • Advisor Hub - Advisors to Watch - 2022, 2023

Global Insight Monthly

Global Insight Monthly cover - November 2024Debunking debt disaster

Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet our team

Learn more about the Impact Private Wealth Group

Prosper US cover image

Read the latest stories from the women of RBC in Prosper•US

The Fall 2024 issue of RBC Wealth Management’s Prosper·US magazine is filled with inspiring stories for and about women. Read how our firm goes to bat for female athletes, our commitment to fraud and scam prevention and how one colleague’s ski patrol journey helps her maintain joy on the slopes and in the office. Plus, find tips to handle changes that may affect tax planning, health and wellness resources, and more. 

Latest Insights

Royal Exchange and Bank of London

Global Insight 2025 Outlook: United Kingdom

Amid efforts to stimulate growth in the face of economic challenges, we see selective long-term opportunities in both equities and fixed income.

Read more

Taking control of health care in retirement

Wealth Insights Report: taking control of health care in retirementThis Wealth Insights report features actionable recommendations, helpful checklists and healthy best practices to help you make the most of every stage of your life as you age.

Download Taking Control of Health Care in Retirement Wealth Insights guide


Discover your Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC Wealth Management accounts - along with your accounts at other financial institutions you choose to add-all in one convenient place.

Let's start the conversation

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