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

A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.

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.

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.