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

U.S. recession scorecard update

In our view, an equity investor’s principal focus should be on the U.S. economy—the world’s largest and the one that sets the rhythm and tone for much of the developed world. A U.S. recession has usually been bad news for other economies and equity markets. Every U.S. recession has been associated with a bear market for U.S. stocks—and for most other equity markets. Read the full economic outlook in the latest edition of Global Insight.

Bulletin Board

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Investor's Edge

January 12, 2022 - RBC Wealth Management

Investor's Edge

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Latest Insights

Are markets playing catch-up to the Fed?

Jan 14, 2022 | Thomas Garretson, CFA

Despite fears of a more aggressive Fed in the face of persistent inflation, it could actually mean better economic outcomes over the long run.

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Audio commentary: 2022 - A year of shifting gears

Jan 13, 2022 | Janet Engels & Kelly Bogdanova

A discussion of why the economy is positioned for above-trend growth and why equities should post positive returns, albeit with more volatility.

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How can technology make growth inclusive?

Jan 10, 2022 | Frédérique Carrier

Pivotal contributions to economies can be made by underutilized parts of society. Technology can promote economic inclusion, and in doing so, boost growth.

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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.