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 Monthly cover - November 2024Debunking debt disaster

Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »

Bulletin Board

Fixed income interest rate market monitor

November 25, 2024 - RBC Wealth Management

Read more (IRMM)

Market week

November 25, 2024 - RBC Wealth Management

Read more (Market Week)

Trend & cycle: The long view

October 30, 2024 - RBC Wealth Management

Read more (T&C Long View)

Latest Insights

Senior smiling at advisor

Tax-smart charitable giving strategies you can use any time of year

Nov 29, 2024 | Angie O'Leary

Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.

Read more
The White House

Pondering a U.S. policy potpourri

Nov 22, 2024 | Atul Bhatia, CFA

How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?

Read more
multigenerational family meal

Four ways to pass down your family home to your children

Nov 18, 2024 | RBC Wealth Management

Drawing up a clear estate plan can ensure your property is distributed in a way that suits both you and your family’s best interests.

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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.