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 Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

Bulletin Board

2025 Midyear Outlook focus

June 18, 2025 - RBC Wealth Management

2025 Midyear Outlook focus

Read more (2024 Midyear Outlook focus)

Market week

June 16, 2025 - RBC Wealth Management

Read more (Market Week)

Latest Insights

Red, yellow, green

U.S. Recession Scorecard: Slow going

Jun 13, 2025 | Jim Allworth

Three years ago, all Recession Scorecard indicators were rated expansionary green suggesting to us that the U.S. economy was on a firm footing with a long way to run. However, the picture has become decidedly more mixed.

Read more
Senior father adult son talking in living room

A new era of wealth transfer: Five key takeaways for securing your family legacy

Jun 11, 2025 | RBC Wealth Management

Insights into giving and inheriting wealth across generations.

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Bride and Groom holding hands

Fund your child’s destination wedding without derailing your retirement plans

Jun 09, 2025 | RBC Wealth Management

Luxury destination weddings can create lasting memories, but they also present unique planning challenges, especially when it comes to finances.

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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.