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.

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

 

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.

Download the financial impact of cognitive decline wealth insights report

Advice 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.

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.

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 Cover Image - June 2024Longevity: Cracking the aging code

Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.  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

Latest Insights

Man looking at stock charts

The fine, frustrating U.S. equity rally

The U.S. stock market rally continues to outdo itself. But several factors make for a more nuanced narrative. We assess the backdrop framing the rally and how to position equity portfolios.

Read more