What does the future look like?

Find out

View more
 

Don't just chase your dreams

Let us help you plot a path!

Choose to work with LeRoy Wealth Management Group and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands on to optimize your investment.

Independent

We are not exclusive to any bank or fund so we come with no-strings-attached.

Involved

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

Knowledgable

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

Strategic

We tailor plans to suit your stage-of-life, plans and milestones.

Consistent

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

Committed

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

 

My Team


Sonia LeRoy, CFP®, RFP

Senior Wealth Advisor

Samantha Dougherty

Client Service Manager

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.


Why should you choose us?

Pull up a chair, and let us tell you our story.

The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
Learn More

The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
Learn More
 

Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

wealth

4 April, 2018

Intelligent Investor: Wealth Transfer

Wealth Transfer 101: The biggest inter-generational wealth transfer in Canadian history is taking place right now. Read the e-book to learn more.
Read More

navigating

3 April, 2018

IPC Special Report: Navigating Life’s Major Events

The stage of life you are in now affects your financial planning strategies. This infographic provides a good roadmap, outlining the costs at each stage of life.
Read More

budget

28 February, 2018

IPC Special Report : Budget 2018 -The Highlights

The Liberal government's budget on February 27, 2018 introduced changes that may affect your individual and family finances.
Read More

 

Audiocasts

Listen to insights from our market specialists  

 

 

Subscribe to The Leroy Group's E-Wealth Report List

Contact Us

Don’t leave without giving us your number!
Learn More