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

Wealth planning

Fixed income interest rate market monitor

 July 20, 2026 - RBC Wealth Management

Read more (IRMM)

Market week

 July 20, 2026 - RBC Wealth Management

Read more (Market Week)

Plan Sponsor Digest

 July 1, 2026 - RBC Wealth Management

Plan Sponsor Digest

Plan Sponsor Digest

Latest Insights

College aged woman studying on floor with computer.

Saving for college: 529 plans offer flexible and tax-smart education savings

Jul 20, 2026 | RBC Wealth Management

Learn how 529s can be an effective tool to build a college fund for today and the future.

Read more
South Korea

Anatomy of the South Korean equity rollercoaster ride

Jul 17, 2026 | Jasmine Duan

Unprecedented volatility has South Korean equities in the spotlight. The MSCI Korea Index surged 150 percent to its June peak before a selloff of 25 percent within a month. We explore the impetus for this and where we believe the market is heading.

Read more
AI datacenter

The commoditization of AI models and compute

Jul 10, 2026 | Tyler Frawley, CFA

Model providers and hyperscalers may not capture the significant AI-generated value many investors project. We explore how enterprises are looking to control costs, where value is accruing, and how it could affect the investment landscape.

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

Please fill in all the mandatory fields. To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this form.

*Required fields