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

GI Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more in Global Insight Monthly

Bulletin Board

Wealth planning

Fixed income interest rate market monitor

November 17, 2025 - RBC Wealth Management

Read more (IRMM)

Market week

November 17, 2025 - RBC Wealth Management

Read more (Market Week)

Global insight monthly

November 5, 2025 - RBC Wealth Management

Read more (GIM)

Latest Insights

Older woman in her ceramic studio looking at a tablet

Planning for succession

Nov 18, 2025 | RBC Wealth Management

If you’ve been wondering about the future of your business after you retire, here’s a quick look at some of the factors you may want to consider.

Read more
Young woman on her phone on her laptop with boxes behind her

Key items to consider when you own a business

Nov 18, 2025 | RBC Wealth Management

What are some big-picture, future-focused considerations for every business owner? Find out in this Investor’s Edge newsletter article.

Read more

New Investors’ Nook: How to approach investing when you’re young

Nov 18, 2025 | RBC Wealth Management

Do you know the two foundational wealth planning principles for young investors? Find out in the Investor’s edge newsletter for fall 2025.

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.