Planning Your Peace of MindBringing over 27 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

The LeRoy GroupLeRoy Wealth Management Group assists a select group of clients achieve financial peace of mind by customizing investment and retirement income strategies and managing risk through a holistic planning approach. 

Sonia LeRoy, Senior Wealth Advisor, LeRoy Wealth Management Group, creates tax efficient wealth management and income plans for affluent families and specializes in socially responsible investments. Adrian LeRoy, Financial Consultant, The LeRoy Group/IPC Investment Corporation, focuses on investment and risk management plans for young families and groups and specializes in addressing the unique financial challenges of sports professionals.

Our expertise and experience is ideally suited to efficiently helping families align their money with their life values while maintaining course to achieving goals with peace of mind.

 

Loading...

Contest Giveaway!

Contest RulesHelp you align your money with your life, so you can do the things you love!

Let us get you started… The LeRoy Wealth Management Group is giving away TWO behind the penalty box 200-level tickets to Ottawa Senators vs. New York Rangers Game 5!

  Follow us @planpeaceofmind!

Click here for contest rules

 
  • Sonia has provided me the best guidance on investment options for my RRSP I have received to date. My only regret is that I did not hire her 15 years earlier. Her analysis is medium and long-term, as I had requested, and her advice consistent, reflective and careful.

    – Brian Maltman, Executive Director, General Insurance Ombud Service
 
 
  • Sonia has provided me the best guidance on investment options for my RRSP I have received to date. My only regret is that I did not hire her 15 years earlier. Her analysis is medium and long-term, as I had requested, and her advice consistent, reflective and careful.

    – Brian Maltman, Executive Director, General Insurance OmbudService