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

Food for thought

Today’s realities and tomorrow’s challenges are calling for new, technology driven food production and distribution solutions spanning a range of activities from farm to table. In the fifth article in the SusTech series, we look at technologies that offer the promise of feeding a growing global population while limiting the burden on the environment. Are investors seeing the start of a long-term uptrend? Read the full economic outlook in the latest edition of Global Insight.

Bulletin Board

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Global Manager Research Monthly Index Update

September 13, 2021 - RBC Wealth Management

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Fixed Income Interest Rate Market Monitor

September 13, 2021 - RBC Wealth Management

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Market Week

September 13, 2021 - RBC Wealth Management

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Creating a lasting legacy

It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.

Latest Insights

What are the real risks from Evergrande’s credit woes?

Sep 24, 2021 | Atul Bhatia, CFA

We don’t see the potential default of China’s largest property firm as the onset of a systemic event. We look at the likely impact for investors.

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Outside the Ropes with Team RBC Video Series

Outside the Ropes: What's your approach to goal setting?

Sep 23, 2021 | RBC Wealth Management

We invite you to view Outside the Ropes—a video series featuring Team RBC golfers as they discuss their approach to setting goals.

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Outside the Ropes with Team RBC

Outside the Ropes: What's the next big innovation you see in golf?

Sep 23, 2021 | RBC Wealth Management

We invite you to view Outside the Ropes—a video series featuring Team RBC golfers as they discuss how important innovation is for golf.

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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.