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

GI Monthly

Buckle up but don’t give up

Amid the uncertainty swirling from the Middle East crisis, several forces are pushing and pulling on stock markets. Bouts of intense volatility are likely.

Read more in Global Insight Monthly

Bulletin Board

Investor's Edge

April 29, 2026 - RBC Wealth Management

Investor's Edge

Investor's Edge

Market week

April 27, 2026 - RBC Wealth Management

Read more (Market Week)

Latest Insights

Checking balance on phone and computer

Simplify your financial view—totally

Apr 29, 2026 | RBC Wealth Management

See a more clear and complete picture of your financial health with RBC Total Wealth.

Read more

New Investors’ Nook: Equities as a strategy for younger investors

Apr 29, 2026 | RBC Wealth Management

In your 20s, 30s and 40s, time is your greatest investment advantage. Growth-oriented options like equities (or stocks) help you build wealth over the long term.

Read more

The case for fixed income diversification

Apr 29, 2026 | RBC Wealth Management

Fixed income securities may offer the portfolio diversification and risk mitigation you seek, especially if you’re navigating retirement or wealth preservation.

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.