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 Monthly

Global Insight Cover Image - Feb 2024The death of (traditional value)

Read the Global Insight Monthly »

Bulletin Board

Market week

February 12, 2024 - RBC Wealth Management

Read more (Market Week)

Fixed income interest rate market monitor

February 12, 2024 - RBC Wealth Management

Read more (IRMM)

Global insight monthly

February 7, 2024 - RBC Wealth Management

Read more (GIM)

Latest Insights

Shibuya intersection

Shaking up corporate Japan

Feb 22, 2024 | Frédérique Carrier

The Nikkei 225 recently climbed past its all-time closing high. We explore the factors behind investors’ enthusiasm and explain why a disappointing macroeconomic backdrop is not seen as obstacle.

Read more

Positioning for inflation shocks

Feb 15, 2024 | Sean Killin

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

Read more

Audio commentary | Investing in 2024: Your questions, our answers

Feb 15, 2024 | Tylar Lunke, Janet Engels, and Alan Robinson

Janet, Tylar, and Alan share the key questions on investors’ minds along with RBC Wealth Management’s perspectives on the forces shaping markets.

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.