Planning for your peace of mind
"I appreciate Sonia's support and guidance in my life, financial and beyond. It means so much to me."- Client Approaching Retirement
"'Adrian really takes the time to get to know you and determine, which plan would best suit you, your family, or business" - Carrie-Anne, Day care Owner
When you want answers you start online. The world of apps and bots, data and algorithms. But for all the stats and fast facts, you won't find the answers to life's big questions. That comes when you connect with real people.
Though our world has changed, and your values and priorities may have shifted, we believe now more than ever, the right advice has the power to transform the future for you and your family.
From market shifts to major life milestones, we will meet you where you are - in just the way you choose - and work with you to get where you want to go. That’s advice, your way.
Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn’t be stressful. That’s why we’ll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family – unrestricted by regions and time zones.
Planning is personal. We provide different levels of service that you can choose from – so you get what’s most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.
Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we’ll stay connected with you – through your channels of choice.
Advice can have a positive and significant impact on the growth of your financial assets.
4 - 6
Years of advice
7 - 14
Senior Wealth Advisor
Sonia LeRoy, CFP®, RFP, RIS, B.A. Hons (Econ)
Adrian LeRoy, RIS, B.A. Hons (Econ)
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, Wealth Advisor, LeRoy Wealth Management Group, focuses on investment and risk management for affluent families and specializes in addressing the financial challenges of professionals and business owners. Our expertise and experience are ideally suited to efficiently helping families align their money with their life values while maintaining the course to achieving goals with peace of mind.
For advice that makes a difference
31 August, 2023
Retirement success hinges on finding answers to “three big questions,” says IPC financial advisor Doug Hopkins of Milton, Ontario....
23 August, 2023
There was a time when creating a retirement income plan was easy – simply invest in government bonds and sit back to collect the income...
16 August, 2023
With interest rates rising and uncertainty on inflation’s future, many investors are seeking ways to preserve and grow their cash reserves...
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