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 - February 2025

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »

Bulletin Board

Market week

February 24, 2025 - RBC Wealth Management

Read more (Market Week)

Fixed income interest rate market monitor

February 24, 2025 - RBC Wealth Management

Read more (IRMM)

RBC Capital Markets' strength in the muni bond market

February 12, 2025 - RBC Wealth Management

RBC Capital Markets' strength in the muni bond market

RBC Capital Markets strength in the muni bond market

Latest Insights

A young adult and middle aged person drinking coffee outdoors

Mapping out your retirement income

Feb 25, 2025 | RBC Wealth Management

How do you picture retirement? Prepare for retirement and prioritize your goals.

Read more
Man working on laptop

Eight common crypto scams and how to spot them

Feb 25, 2025 | RBC Wealth Management

Investing in cryptocurrency carries considerable risk and is a ripe environment for scammers.

Read more
European Commission building

How will Europe respond to U.S. tariff threats?

Feb 20, 2025 | Frédérique Carrier

For the European Union, the economic impact of U.S. tariffs will depend on their level and duration. We investigate the implications of rapidly changing U.S. trade policies, and explore how the EU may respond.

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.