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

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

Read more in Global Insight Monthly

Bulletin Board

Fixed income interest rate market monitor

 June 22, 2026 - RBC Wealth Management

Read more (IRMM)

Market week

 June 22, 2026 - RBC Wealth Management

Read more (Market Week)

Global insight monthly

 June 15, 2026 - RBC Wealth Management

Read more (GIM)

Latest Insights

Federal Reserve

Kevin Warsh launches his own Fed renovation project

Jun 23, 2026 | Thomas Garretson, CFA

This week brought the highly anticipated first policy meeting under the Warsh regime at the Fed. We look at how the Warsh era kicked off and how the central bank may evolve under its new chair.

Read more
Young woman smiling outside in the sun in front of an office building

The transformative new female economy is here

Jun 19, 2026 | Angie O'Leary, Head of Wealth Strategies and Solutions

Women's unprecedented financial power is driving a fundamental shift in how wealth is created, spent and transferred.

Read more
Image of downtown London's Gherkin skyscraper

Global Insight 2026 Midyear Outlook: United Kingdom

Jun 18, 2026 | Guy Foster, CFA; Thomas McGarrity, CFA; Rufaro Chiriseri, CFA

UK equities face political headwinds, but sector composition offers hope. UK inflation risks remain contained.

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.

Let's start the conversation

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