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

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

Bulletin Board

Wealth planning

Fixed income interest rate market monitor

June 30, 2025 - RBC Wealth Management

Read more (IRMM)

Market week

June 30, 2025 - RBC Wealth Management

Read more (Market Week)

2025 Midyear Outlook focus

June 18, 2025 - RBC Wealth Management

2025 Midyear Outlook focus

Read more (2024 Midyear Outlook focus)

Latest Insights

Gold bars

Gold’s regime change?

Jun 26, 2025 | Joseph Wu, CFA

The longstanding inverse relationship between gold and real interest rates seems to have broken down, suggesting new forces—central bank buying, geopolitical uncertainty, and portfolio diversification—have a larger role in driving demand.

Read more
Retired man playing tennis

A comfortable retirement starts with a personal income plan

Jun 24, 2025 | RBC Wealth Management

Worried about outliving your savings? Learn how annuities can provide guaranteed income and stability in your wealth plan

Read more
Father playing with young son

Giving while living: How to start gifting assets during your lifetime

Jun 24, 2025 | RBC Wealth Management

Lifetime gifting can be a useful wealth transfer strategy to mitigate taxes and help heirs.

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.