Our team

Learn more about the Letheby Financial Group.

Our approach

We specialize in helping individuals, families and businesses achieve their financial goals and objectives. We tailor our advice to each client situation and help you navigate through difficult financial decisions. Our team based approach and dedication to building long term relationships with our clients helps ensure a sound wealth management plan for your future.

Our solutions and services:

Investment planning
  • Mutual funds
  • Stocks and bonds
  • Managed accounts
  • Exchange traded funds
Retirement planning
  • Individual retirement planning
  • Retirement income planning
  • Employer-based retirement plans
Education savings
  • 529 plans
  • Custodial accounts (UGMA and UTMA)
Cash management
  • Cash management accounts
  • RBC Visa® Platinum Debit Card
  • Check writing
Insurance and annuities
  • Term, whole life, universal life, single
  • Premium life, variable universal life and survivorship life insurance
  • Long-term care insurance
  • Variable, fixed, fixed index, single premium immediate, income annuities
Trust and estate planning services
  • Professional trustee services
  • Revocable and irrevocable trusts
  • Generation-skipping transfer trusts
  • Charitable giving

Global Insight Monthly

Global Insight Monthly cover - February 2025

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »

Bulletin Board

Market week

February 3, 2025 - RBC Wealth Management

Read more (Market Week)

Fixed income interest rate market monitor

February 3, 2025 - RBC Wealth Management

Read more (IRMM)

Trend & cycle: The long view

October 30, 2024 - RBC Wealth Management

Read more (T&C Long View)

Latest Insights

cargo ship leaving port

Tariffs’ leverage extends far beyond trade

Feb 05, 2025 | Atul Bhatia, CFA

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.

Read more
laptop keyboard with technology imagery

How to incorporate Responsible Investing into annual planning

Feb 04, 2025 | RBC Wealth Management

Explore the latest themes in responsible investing, growing opportunities in wind energy and blue tech, as well as practical tips for incorporating RI into annual planning.

Read more
Man filing taxes on laptop

Filing your taxes: Protect yourself from fraud during tax season

Feb 03, 2025 | RBC Wealth Management

Phishing and other types of fraud attempts increase in the months leading up to tax filing season. Know how to protect yourself and your wealth.

Read more

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.