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Expertise you can count on

The McCarthy Investment Group is dedicated to the highest standards of professional excellence. Our core philosophy is to preserve capital while providing a competitive return on assets. We employ a disciplined approach to investment management. For decades we have helped our clients navigate through economic cycles, and we are well-prepared to manage their investments in all market conditions. Along with the multi-generational abilities that our family practice offers, we also have access to global specialists through our parent company, Royal Bank of Canada, that can help address even the most sophisticated financial situations. We have always, and will continue to view our client relationships as life-long partnerships.

Global Insight Monthly

GI Monthly

Global Equity: Push & Pull

A more complicated picture for the next stages of AI development and renewed  geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

Read more in Global Insight Monthly

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If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

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Latest Insights

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Sector ETFs vs. benchmark indexes: How RIC rules shape your investments

Aug 14, 2026 | Matt Heerey, CIMA®

Sector ETFs and benchmark indexes try to track the same thing, an economic sector, yet differences in regulatory frameworks complicate the comparisons.

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How ‘inner wealth’ is reshaping financial planning for high-net-worth women

Aug 11, 2026 | Angie O'Leary Head of Wealth Strategies and Solutions RBC Wealth Management–U.S.

Women are redefining financial freedom and aligning wealth with values—without sacrificing returns. Financial plans must evolve with them.

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