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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

Global Insight 2020 Outlook

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.

 

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.

Let's start the conversation

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Latest Insights

colleagues meeting around table in modern boardroom

Investment outlook for your 2020 portfolio

Nov 20, 2019 | RBC Wealth Management

Our constructive view on financial markets runs parallel to a continued need for vigilance.

Read more

Latest Insights

blurry view of pedestrians crossing street in toronto

The global equity playbook as the economic cycle ages

Nov 20, 2019 | Frédérique Carrier, Kelly Bogdanova, Jim Allworth

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade.

Read more

Latest Insights

businesswoman using cell phone on sofa

Young high-net-worth investors' mindset and technological savvy spurs global investing

Nov 19, 2019 | The Economist: Intelligence Unit

The next generation to expand scope in an effort to diversify.

Read more