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

Smart Cities, sustainable cities

With cities around the world facing increasing environmental pressures and infrastructure needs, the final article of the SusTech series focuses on metropolises that use high-tech solutions to manage the challenges of urbanization in the 21st century. As these Smart Cities enable urban sustainability, the companies and industries at the forefront of this transformation should see long-lasting channels of growth. Read the full economic outlook in the latest edition of Global Insight.

Bulletin Board

Key Numbers 2021

Key tax reference numbers 2021

October 19, 2021 - RBC Wealth Management

Key tax reference numbers
figure

Investor's Edge

October 19, 2021 - RBC Wealth Management

Investor's Edge

Read more
figure

Market Cycle Quilts

October 18, 2021 - RBC Wealth Management

Read more

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.

Latest Insights

Could inflation force the Fed to raise interest rates sooner?

Oct 22, 2021 | Thomas Garretson, CFA

Expectations for the start of interest rate hikes have quickened in recent weeks amid persistent inflation concerns. But have markets gone too far?

Read more
College student studying on sofa with laptop and phone

Retirement planning for Millennials

Oct 18, 2021 | RBC Wealth Management

Did you know this about money management? It’s important to start retirement planning early.

Read more
Global insight weekly

How are supply chain issues impacting equity markets?

Oct 15, 2021 | Kelly Bogdanova

Supply chain problems are a source of concern and underpin inflation pressures. We examine root causes, and discuss the impact on the equity market.

Read 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.