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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

Emerging markets: A ripe climate

With safe and effective vaccines starting to emerge and the U.S. dollar notably weak, we look at the potential benefits of emerging market equities and bonds, particularly in Asia.  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.

Our team

Learn more about the Letheby Financial Group.

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Latest Insights

U.S. earnings dropping positive hints despite COVID-19 challenges

Jan 22, 2021 | Kelly Bogdanova

The outline of the Q4 2020 earnings picture is encouraging. The market may take a breather in the near term, but the long-term setup is constructive.

Read more
Eiffel Tower in background with green trees in foreground.

Rejoining the Paris Agreement and what it means for U.S. investors

Jan 21, 2021 | Kent McClanahan

An International Finance Corporation analysis found the Paris Agreement has created a $23 trillion global investment opportunity in emerging industries, such as solar and wind.

Read more
Woman writing at desk with charts

Need cash? The math behind whether you should borrow, or sell investments

Jan 21, 2021 | Matthew Franks, Head of High Net Worth Credit, RBC Wealth Management

We have a quick and easy formula to help determine if selling assets vs. borrowing works better when you need cash.

Read more