Portland - Home

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.