Welcome to the Portland, Maine office and thank you for visiting

For all of us, our ‘why’ is a commitment to helping clients do what they know needs to be done, but cannot do without our help. It is a humbling responsibility and one we take very seriously.

As part of our establishing and maintaining relationships that we hope our clients find invaluable and essential, we strive to constantly improve. As professionals. And as people.

Fortunately, our RBC Wealth Management culture in general, and the Portland Branch culture in particular, is conducive to all of this – and we are grateful for that.

It is an environment that allows us to show our care for one another and our clients; one that fosters an ability to use and improve our best talents in the service of others; and one characterized by humility while being responsible stewards with, and on behalf of, our clients.

Whether your interests and needs involve tax and estate planning services, philanthropy, income distribution, wealth transfer planning, retirement, insurance planning, liquidity solutions, cash management or credit and lending, I encourage you to consider a conversation with one of us.

Thank you again for visiting our Portland website. We wish you a wonderful summer in Maine!

At RBC Wealth Management, we’re redefining what you can expect from a full-service investment firm. As one of the most respected financial institutions on Wall Street, the elements that have made us an industry leader are the very things that we think make us the right fit for you:

Fiscal strength and responsibility

With a long-standing reputation for integrity based on sound financial decision-making and putting client needs first, we are deeply committed to careful management of the wealth entrusted to us.

Comprehensive capabilities

As a global leader in financial services, we offer the broad range of resources and depth of expertise to help our clients build, preserve, enjoy and share their wealth.

Responsible Stewardship

Our first priority will always be the smart and careful management of the financial assets entrusted to us, but our commitment to being responsible stewards extends beyond that: to our clients, our communities, our employees, and the environment.

We’re proud to be a firm that stands out among our peers, because it means we’re serving our clients well. We invite you to experience the RBC difference for yourself.

  • Retirement Plan Rollovers
  • Retirement Income Planning
  • Portfolio Management
  • Estate Planning Services
  • Education Funding
  • Company Stock Option Planning
  • Tax-Exempt Municipal Bonds

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

Our Team

Our team is located at

Two Portland Square, 5th Floor, Portland, ME, 04101, USA

Our Advisors

Find all advisor profiles here

Robert Donovan

Robert Donovan

Vice President - Branch Director

Bethany Kelly

Vice President - Complex Assistant Manager

Our culture

President Thomas Sagissor explains why RBC Wealth Management is dedicated to a culture for financial advisors that encourages autonomy and an entrepreneurial spirit.

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With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

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    Disclosures

    RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor. No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

    1. RBC Capital Markets, LLC is a wholly-owned subsidiary of, and separate legal entity from, Royal Bank of Canada. Royal Bank of Canada does not guarantee any debts or obligations of RBC Capital Markets, LLC. Credit ratings are not recommendations to purchase, sell or hold a financial position in as much as they do not comment on market price or suitability for a particular investor. Ratings are subject to revision or withdrawal at any time by a rating agency.
    2. Ratings (as of May 28, 2025) for senior long-term debt issued prior to September 23, 2018 and senior long-term debt issued on or after September 23, 2018, which is excluded from the Canadian Bank Recapitalization (Bail-in) regime.
    3. Ratings (as of May 28, 2025) for senior long term debt issued on or after September 23, 2018 which is subject to conversion under the Bail-in regime.
    4. Ratings outlook.
    Financial advisors may not be registered in all states. Each financial advisor is only licensed to conduct business with investors within the states of registration. Information about state registrations may be obtained from individual or team websites or by contacting the individual directly.