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!