ESG Workbook: How to align your investments with your personal values
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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.
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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
RBC Wealth Management, a division of RBC Capital Markets, LLC | Firm CA License #0C38863
Ph: (301) 907-2705 | e-mail: taylor.stewart@rbc.com
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