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

GI Monthly

Robotics comes of age

A recent Global Insight Special Report explores the innovations transforming robotics and the industry's state of play. We highlight the intriguing and much-hyped world of humanoid robots, considering how the workplace and the home might change with these machines.

Read more in Global Insight Monthly

Bulletin Board

Market week

 November 9, 2026 - RBC Wealth Management

Read more (Market Week)

Fixed income interest rate market monitor

 November 9, 2026 - RBC Wealth Management

Read more (IRMM)

Global insight: Global equity perspective

 September 10, 2026 - RBC Wealth Management

Global insight: Global equity perspective

Global insight: Global equity perspective

Latest Insights

Blue wave

Election reflections: The midterms and what really matters for markets

Nov 06, 2026 | Kelly Bogdanova

The midterm elections upended American politics, but when it comes to the stock market, elections come and go. We examine the investment landscape and four factors that we believe matter more to the U.S. equity market’s performance than elections.

Read more
rendered image of humanoid robots working in a factory

Executive summary: Robotics comes of age

Nov 05, 2026 | Frédérique Carrier

Powerful hardware and software advances are transforming robotics. Humanoid designs and artificial intelligence could change how robots are used in many industries—and how we interact with them.

Read more
Waiting

You can wait-and-see everything

Oct 30, 2026 | Thomas Garretson, CFA

The Fed under Chair Kevin Warsh has offered tough talk but little follow-through. After another Fed meeting that left investors wanting and waiting, we examine the latest messaging and what it might mean, if anything, going forward.

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.

Our team

Learn more about the Letheby Financial Group.

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