As investment professionals, our practice is structured to help our clients achieve their financial goals through wealth planning and thoughtful investment management that adheres to their ethical beliefs. We are focused on helping grow and preserve the long-term, permanent capital of nonprofit organizations and private clients, with a focus on animal welfare, environmental, and socially-conscious investments. Our team’s goal is to provide customized investment plans that align with our clients’ ethical belief systems and help achieve both their financial and social goals. Our team creates diversified portfolios that help clients focus on tax-considerate income streams. We leverage RBC’s global resources, establishing a relationship to develop customizable solutions to address estate planning, insurance, and lending needs. Our goal is to develop long-term relationships based on integrity, trust and respect. In working with us, you will find that the breadth and depth of the services we offer, when combined with personal care and attention, fosters a trusting relationship that extends beyond the investment portfolio and can span generations.
Our values are at the core of every choice we make. Making decisions with greater purpose helps the world become a better place for everyone, which is why so many people are choosing to let their beliefs guide the way they invest.
Like many of our clients, we’re focused on community involvement, animal welfare and environmental responsibility as a way to support both current and future generations. To help you create positive social and environmental impact, we offer several ways for you to invest that can align with your values.
Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.
Read more in Global Insight Monthly
At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity, independence and reliability that allows you peace of mind.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
At The Comprehensive Impact Investment Group, we are incredibly proud that our Financial Advisors, Liza McCartney and Dustin Poretskin are recipients of the following prestigious awards:
We are proud to be recognized by Forbes in 2026 as a Best-In-State Wealth Management Team
Liza McCartney
Dustin Poretskin
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
January 9, 2024
Municipal market insight
April 29, 2026
Investor's Edge
The Federal Reserve chair got the ‘family fight’ he wanted at this week’s meeting, but now might have a fight with the market. With the 30-year Treasury yield near a two-decade high, we look at where policy and yields could go from here.
