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 2022 Outlook

The long-term investment landscape: Where to from here.  Read the full analysis in our 2022 Outlook.

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Fixed Income Interest Rate Market Monitor

December 7, 2021 - RBC Wealth Management

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Market Week

December 6, 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

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How to work antiques and other valuable collectibles into your estate plan

Dec 07, 2021 | RBC Wealth Management

Do you own a valuable piece of art, an antique car or rare Pokémon card? Make sure they're included in your estate plan.

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The omicron variant: A heavy dose of uncertainty

Dec 03, 2021 | Joseph Wu, CFA

Many questions surround the newest COVID-19 variant, but if history is any indication, its market effect may not be one of them.

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Investment outlook for your 2022 portfolio

Dec 02, 2021 | RBC Wealth Management

Our thoughts about portfolio positioning for 2022 by asset class and region, and our forecasts for currencies and commodities.

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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.