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

Buckle up but don’t give up

Amid the uncertainty swirling from the Middle East crisis, several forces are pushing and pulling on stock markets. Bouts of intense volatility are likely.

Read more in Global Insight Monthly

Bulletin Board

Fixed income interest rate market monitor

 April 6, 2026 - RBC Wealth Management

Read more (IRMM)

Market week

 April 6, 2026 - RBC Wealth Management

Read more (Market Week)

Global insight: Global equity perspective

 March 4, 2026 - RBC Wealth Management

Global insight: Global equity perspective

Global insight: Global equity perspective

Latest Insights

Family sitting around a table eating lunch

Four ways to start the conversation about your financial future

Apr 10, 2026 | Angie O'Leary, Head of Wealth Strategies and Solutions

Don’t wait another year to focus on your long-term wealth goals.

Read more
Financial advisor

An evolving role for the dollar and the Fed

Apr 09, 2026 | Atul Bhatia, CFA

With war and geopolitics dominating headlines, it’s easy to overlook slower-moving changes in the investment background. We think it is important for investors to re-examine some long-held assumptions on policy impacts and investor behavior.

Read more
Calm man

Coping mechanisms for equity market volatility

Apr 02, 2026 | Kelly Bogdanova

Given stock markets’ erratic moves of late, it’s important to remember that volatility is normal. We look at how investors should think about portfolio allocations so that they can act as an anchor during periods of extreme volatility.

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.