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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

Midterms, the market, and what matters

The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.

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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Learn more about The McCarthy Investment Group

Latest Insights

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Ten key discussion points for your mid-year review

Jun 11, 2026 | Angie O'Leary

A mid-year review can be a perfect time to reassess and adjust your financial strategy.

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How my father’s dementia diagnosis woke me up to the real cost of care

Jun 09, 2026 | Wally Chapman

By 2040, an estimated 11.6 million Americans will live with cognitive decline, affecting nearly all families, according to data from the Alzheimer’s Association.

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