Responsible investing has become an attractive choice for investors who seek a personal, values-based connection to their investments. Join Angie O’Leary, Head of Wealth Planning, and her guest as they discuss how ESG can meet the needs of women investors – and how it can also help advisors bridge the generational gap by engaging the next gen of clients in planning and legacy conversations. Angie will also introduce RBC’s new ESG workbook, a resource designed to help investors get started with responsible investing.
Speakers:
Catherine Chen – RBC Wealth Management
Angie O’Leary – RBC Wealth Management-U.S.