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

A different kind of inflationary environment

Eric Lascelles, chief economist for RBC Global Asset Management Inc., recently sat down with Global Portfolio Advisory Committee co-chair Jim Allworth to discuss the economic and geopolitical factors driving today’s surging inflation—as well as what investors should look for over the remainder of this year, and beyond. Read the full economic outlook in the latest edition of Global Insight.

Bulletin Board

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Fixed income interest rate market monitor

May 17, 2022 - RBC Wealth Management

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Market week

May 17, 2022 - RBC Wealth Management

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Latest Insights

Kayaker navigating rapids

Can this volatile stock market regain momentum?

May 12, 2022 | Kelly Bogdanova

Today’s peculiar challenges are well outside the scope of a normal business cycle. We size up the situation and the prospects for equities from here.

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Audio commentary: Where we are today, and where we might be headed

May 10, 2022 | Michael Schuette & Tylar Lunke

A discussion of market activity, diversification’s recent pitfalls, and how to keep a long-term view in periods of volatility.

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Janet Engels

Market Maven

May 10, 2022 | Riham Feshir

Meet the “Market Maven.” Learn how RBC Wealth Management’s Janet Engels serves as an invaluable resource for advisors and clients in Prosper•US magazine.

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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.