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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

Coronavirus: An outbreak of uncertainty

As new clusters of coronavirus cases pop up around the world, an outburst of volatility and concerns are running through markets. RBC Global Asset Management’s Chief Economist Eric Lascelles looks at how the scope of the outbreak is evolving and to what extent the coronavirus could sap Chinese and global economic growth. 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

Audio commentary: Checking in on U.S. bank stocks – A conversation with Gerard Cassidy

Mar 31, 2020 | RBC Wealth Management

A conversation with Gerard Cassidy, Head of U.S. Bank Equity Strategy and Large Cap Bank Analyst, RBC Capital Markets

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Latest Insights

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Six wealth planning strategies for turbulent markets

Mar 27, 2020 | RBC Wealth Management

How investors react during these periods of decline is critical to their long-term success.

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Latest Insights

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Fraud prevention: New scams to be aware of and how to protect yourself

Mar 27, 2020 | RBC Wealth Management

The FBI’s Internet Crime Complaint Center received more than 144,000 reports of phishing in 2019. Learn how to protect yourself and your family.

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