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ESG Workbook: How to align your investments with your personal values

May 29, 2024
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Learn how to incorporate responsible investing into your portfolio

Access the workbook

Responsible investing is an attractive choice for investors who desire to invest with purpose.

The RBC Wealth Management responsible investing workbook is a practical guide designed to help you understand the terminology, evaluate what is most important to you and explore additional choices to incorporate into your investments. Use the guide’s worksheets to help determine your objectives for including responsible investing in your portfolio.

Reach out with questions or set up an appointment with me to go through the workbook together while discussing your wealth plan.

 

Susan H. Stewart, CPM, JD,
Senior Vice President – Financial Advisor
Senior Portfolio Manager – Portfolio Focus
NMLS #830330 through City National Bank
Individual CA License # 0M18772
RBC Wealth Management, a division of RBC Capital Markets, LLC | Firm CA License # 0C38863
Ph: (302) 493-9161 | e-mail: susan.h.stewart@rbc.com
The Stewart Group - RBC Wealth Management - Home

Taylor  Stewart, CFP®, CIMA®
Vice President – Financial Advisor
Portfolio Manager – Portfolio Focus
NMLS # 1427378 through City National Bank
Individual CA License #0M87217
RBC Wealth Management, a division of RBC Capital Markets, LLC | Firm CA License #0C38863 
Ph: (301) 907-2705 | e-mail: taylor.stewart@rbc.com
 
 
 
Investment and insurance products: • Not insured by the FDIC or any other federal government agency • Not a deposit of, or guaranteed by, the bank or an affiliate of the bank • May lose value
Like any type of investing, ESG investing involves risks, including possible loss of principal.

© 2024 RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC. All rights reserved.

 

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