Our Team

As a Senior Wealth Advisor with LeRoy Wealth Management Group, IPC Securities, Sonia leads families to achieve financial peace of mind and align their money with their values.

With over 30 years of financial planning experience and expertise in socially responsible investing, Sonia is following in her grandmother’s footsteps. Sonia is passionate about leading her clients to invest with purpose and impact even beyond personal financial planning objectives, to lever their power as asset owners to influence companies and the world for the better. With an honours degree in economics from Carleton University, Sonia is a Certified Financial Planner (CFP®) and a Registered Financial Planner (RFP). A member of the Responsible Investment Association, Sonia holds the Responsible Investment Specialist designation (RIS).

Demonstrating an on-going commitment to excellence, Sonia is the 2022 and 2020 Wealth Professionals (WP) Advisor of the Year – Responsible Investments. She was also a 2021 WP Awards finalist in the categories of Advisor of the Year – Responsible Investments and Financial Literacy Champion. Sonia has been named a 2022 5 Star Leading Women in Wealth by Wealth Professionals Canada. She is also a 2023 WP excellence awardee in the categories of Advisor of the Year-Responsible Investments and Financial Literacy Champion. Sonia is co-author of the 2020 book, Financial Success for Women by Women.

Sonia is a big believer in giving back, both at home and abroad. She has been volunteering with street children in Senegal since 2010. At home in Canada, Sonia volunteers with Kids Kicking Cancer as a martial arts therapist, to bring power, peace and purpose to vulnerable children. Sonia serves on the board of the Rev. C.F. Johnston Foundation, supporting disadvantaged children in sub-Saharan Africa. Sonia has previously served on the boards of the investment sub-committee for the Anglican Diocese of Ottawa and the Ottawa chapter of the Canadian Association of Financial Planners. Sonia was the 2019 winner of the Wealth Professionals Award for Excellence in Philanthropy and Community Service, and the 2018 recipient of the IPC Cares Award for Philanthropy and Community Service. Sonia was also a 2020 finalist of the Wealth Professionals Edward Jones Award for Excellence in Philanthropy and Community Service.

Sonia lives in Ottawa with her husband and their Australian shepherd. Both her children are involved with the family’s charitable endeavors and work in her financial planning practice, while continuing their post-secondary studies. As a third-degree karate black belt, Sonia is an avid martial arts practitioner and referee. While not volunteering in Africa or practicing karate, Sonia is making the best maple syrup in Ontario at the family tree farm in the Haliburton Highlands, or spending time in Algonquin Park.

Sonia is securities licensed with IIRoc. Insurance products available through Sonia LeRoy.

As a Wealth Advisor with LeRoy Wealth Management Group, IPC Securities Corporation, Adrian helps individuals and families achieve financial peace of mind by delivering innovative solutions that align their wealth with their values, guiding purposeful investments for a positive impact beyond personal financial objectives.

Drawing on his expertise as an insurance broker, Adrian provides tailored solutions that address his clients' specific needs. His extensive knowledge in various areas of individual and group insurance allows him to take a holistic approach to wealth management. Adrian also offers group benefits and collaborates with business owners and corporations to optimize their financial strategies.

Adrian is committed to providing the highest standards of financial advice and holds the Responsible Investment Specialist designation. Recognized for his dedication to excellence, Adrian was named one of the Best Financial Advisors in Ontario for 2024 and received the 5-Star Advisor award. In 2023, he was honored as a Wealth Professionals (WP) Top 40 Under 40 Rising Star and received the Excellence Award for Young Advisor of the Year, celebrating his exceptional success among wealth advisors aged 40 and under across Canada.

Adrian pursued his education at Old Dominion University in Norfolk, Virginia, where he earned an honors degree in economics while also playing soccer for the ODU Monarchs. His time as a member of the Monarchs coincided with the team's most successful seasons in ODU history, earning a conference title and reaching the NCAA Division I Round of Sixteen.

Following his graduation, Adrian embarked on a professional soccer career in both Canada and the USA. His passion for finance led him to seamlessly transition into wealth management upon retiring from professional sports. Adrian discovered that the qualities of a professional athlete, such as mental toughness and discipline, greatly contribute to his success as a wealth advisor. He understands the importance of staying focused and not allowing volatility or media noise to drive impulsive actions, especially during economic downturns.

Adrian divides his time between Ottawa and Toronto, where he resides with his spouse and their children. Cherishing his role as a father, he prioritizes spending quality time with his family. In his community, Adrian leads a workout group called Central Ward Crew, aimed at making a positive impact in downtown Toronto. He is actively involved in supporting charitable causes, including his proud participation in The Ottawa Mission food services program and sponsorship of Simcoe County Rovers Football Club.

Adrian is securities licensed with IIRoc. Insurance products available through Adrian LeRoy.

As a securities licensed Investment Associate for the LeRoy Wealth Management Group, Kay is responsible for our office's administration, managing our team's records and data integrity processes and client communications, and ultimately for ensuring that the highest standard of client care is upheld at all times to support our team in delivering peace of mind to our clients.

Kay first began in the financial services industry in 2007 as an office manager. She immediately obtained her IFIC Investment Funds in Canada and Investment Operations Fund course and has been working in the industry ever since. Kay joined Investment Planning Counsel in 2014 and she obtained her Canadian Securities License in 2019 and has served in the roles of Office Manager and Investment Associate.

Kay's experience in the financial services industry, her professionalism, and her impressive attention to detail and organizational skills ideally position her to support our team, the LeRoy Wealth Management Group, in leading our clients to plan for peace of mind.

As an Associate Advisor, as well as certified responsible investment specialist (RIS), Rowan works with clients to align their money with their values to make their goals a reality. Rowan specializes in building custom responsible investment policies and investment planning. As part of her work, she curates environmental and social impact learning material for the team and their clients.

Rowan hold’s Seneca College’s Graduate Certificate in Financial Planning and is a graduate of International Development Studies (Honours) at the University of Guelph where she specialized in Political Economy and Administrative Change. She has also studied peace and conflict at Makerere University in Uganda. Rowan’s research has focused on modern-day slavery around the globe and the real impacts of socially responsible investing in Latin America. She is passionate about impact investing to drive sustainable change and about investing for peace of mind based on personal values and financial objectives.

Rowan’s passion for sustainable development and social justice has led her on over 15 trips to Senegal with her family where she volunteers with the local NGO Maison de la Gare. Her focus while volunteering is reducing forced begging through grassroots strategic communication planning and impacting forced early marriages through scholarships in support of education for girls.

Robbie supports the team’s managed portfolio due diligence process. He also conducts client portfolio analytics for the senior wealth advisor. And, he generally supports the LeRoy Wealth Management Group advisory practice.

Robbie is currently a student at St. Francis Xavier University where he is studying Public Policy and Governance. As President of the St.FX Model United United Nations society, he has traveled to New York and Halifax with his team, winning Top Delegate on behalf of his school. Earlier this year Robbie was awarded a scholarship for the Israel-Palestine Field School program to travel throughout the region to develop an understanding of the intricacies of one of the modern world’s most enduring conflicts. A graduate of Canterbury High School’s Dramatic Arts program, Robbie has participated in several major theatrical productions.

Committed to helping others, Robbie regularly volunteers as a martial arts therapist with Kids Kicking Cancer, leading suffering children to find power, peace, and purpose. Robbie is the founder of Karate Can Kick Hopelessness, a karate program for forced begging street boys at Maison de la Gare in Senegal. Robbie has visited Senegal to teach karate and support and expand this program six times, and is planning to lead future volunteer trips. Robbie also writes articles in support of the Maison de la Gare karate program, which are published on www.globalgiving.org and www.mdgsl.com . Robbie also regularly participates in local fundraising initiatives for Canadian charities and annually volunteers for the Ottawa Race Weekend.

A talented martial artist, Robbie is a third-degree black belt in karate. He has participated at the WKC Provincial, National and World Championships five times each, winning medals for Canada. He has also dedicated over a thousand volunteer hours teaching karate at his local dojo. Robbie is a winner of the MASC Award for Dramatic Arts and received the CTV Meyers Amazing Kid Award. In addition to his passion for karate, Robbie loves watching hockey and is an avid Montreal Canadians fan.