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 - October 2025

AI's big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. Read the Global Insight Monthly »

Bulletin Board

Fixed income interest rate market monitor

October 13, 2025 - RBC Wealth Management

Read more (IRMM)

Market week

October 13, 2025 - RBC Wealth Management

Read more (Market Week)

 Retirement Plan Update

September 29, 2025 - RBC Wealth Management

 Retirement Plan Update

Retirement Plan Update

Latest Insights

Group of financial advisors walking down a hallway talking.

Family offices reset following volatility in early 2025

Oct 16, 2025 | RBC Wealth Management

After starting the year with market turmoil and trade concerns, ultra-high-net-worth family offices are adjusting their strategy to protect and grow their wealth.

Read more
Red gold and green

U.S. Recession Scorecard: Stuck … with reduced visibility

Oct 10, 2025 | Jim Allworth

The scorecard indicators remain mixed, including a shift in the yield curve indicator. The government shutdown has limited employment data, confirming a cautious investment approach is needed, as ongoing policy and trade shifts affect the economy.

Read more
Woman speaking to colleagues during a meeting

Against odds: Why responsible investing is here to stay

Oct 08, 2025 | RBC Wealth Management

Explore the latest responsible investing newsletter covering why responsible investing is here to stay with commentary on equity and fixed income products, as well as an overview of impact investing

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.