LeRoy Wealth Management Group
  • Estate Planning A necessary discussion

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    It’s never too early to start your estate plan and have the conversation with your family. Read our Report that can help you prepare to have the talk today!

  • Your Future is In Good Hands

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    Our goal is simply to help you live your dream - and we’ll do it with experience, passion and a commitment to an unrivalled client experience.

  • Take your first Steps to Financial Freedom

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    Creating a financial plan helps you set long and short-term life goals. Let our team help you to discover the true value of Financial advice.

  • Is Retirement closer than you Realized?

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    If you plan to retire within the next 10 years, there are number of decision to be made today. We will create a practical approach to making your retirement dreams come alive.

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    Latest Blog Posts

    Get Fiscally Fit for 2015

    1 January, 2015

    Along with physical fitness, fiscal fitness and financial planning tend to figure prominently on people’s New Year’s... More »

    Cure Retirement Anxiety

    23 December, 2014

    Over and over again, every study I read about retirement says no one is saving enough for retirement. I’ve all heard this message... More »

    Quarterly Market Commentary

    New Team MembersBritons have voted to leave the European Community. Read a special report about the implications of the Brexit referendum from some of the managers we partner with.

    Counsel Portfolio Services and IPC Private Wealth 2016 Toronto Due Diligence Recap, please click here.

    Calling All Students!
    Children of clients who are 18-22 year old students attending or entering post secondary school are invited to apply for a chance to win $2000 toward tuition! Click on this link to learn more. Or, call us for more information. Act fast, the application deadline is June 15, 2016.

    Follow us on Twitter! Follow The LeRoy Wealth Group on Twitter
    Planning Your Peace of MindBringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
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    Sonia Leroy and Adrian LeRoy
    LeRoy 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 Advisor, 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.
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