Let us help you grow more than wealth


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

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the 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

Senior couple looking at a laptop together

Retirement income planning should include tax-diversification strategies

Apr 18, 2024 | RBC Wealth Management

Diversifying your income sources prior to retirement can impact your overall lifetime tax bill.

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Man and boy playing with sailboat in pond

Age-based guidelines for retirement income planning

Apr 15, 2024 | RBC Wealth Management

Wisdom compares life to a journey – it’s also apt for retirement. Retirement is more like a decades-long odyssey around the world than a summer spent learning to sail. Careful planning tantamount to living comfortably and not running out of money.

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