Impact more than just your net worth


 

Invoking change with sustainable investing

For decades, preconceived ideas about sustainable investing separated client’s finances from their missions and values. However, Sustainable, Responsible, and Impact (SRI) investing does more than just align client values, it evaluates risk with a wider lens. In a world where controversies and scandals abound, our clients seek to integrate their financial objectives with Environmental, Social and Governance (ESG) objectives, as key ingredients in their financial plan.

As the world continues to evolve, taking shortcuts is not a pathway to achieving success for a company or for your financial health.

 

The sustainable wealth management value

Your net worth is about more than just accumulating wealth. Those that are truly wealthy passively impact the future through simple, sustainable planning.

A sustainable wealth management process helps compassionate clients cultivate enduring wealth that leaves a legacy on the lives of those they love, the environment and our communities. By integrating sustainable finance, environmentally friendly and socially impactful investments, the wealth planning process is more than just thought provoking, but truly integrates the client's goals with the values.

Different seasons in the market will favor a different approach, but if you sow responsibly, you may harvest plentifully.

 

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Latest Insights

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As earnings go, so goes the market

Aug 05, 2022 | Kelly Bogdanova

While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.

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How might markets handle rising geopolitical heat?

Aug 04, 2022 | Kelly Bogdanova

While markets tend to absorb military clashes quickly, the world’s complex web of financial ties makes the economic clashes a greater source of risk.

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