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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

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

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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What you can do to avoid tax surprises every year

Feb 23, 2026 | RBC Wealth Management

Tips to help prevent an unexpected bill during tax season—and strategies to consider if you receive one.

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Dockworkers

Tariffs: A revenue win – but not a deficit fix

Feb 19, 2026 | Kelly Bogdanova

After a year of uncertainty, tariff rates have stabilized at lower levels than feared—and become a significant U.S. government revenue source. We assess the tariff landscape ahead of the Supreme Court’s important ruling.

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