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.

Sonia Leroy and Adrian LeRoyLeRoy 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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Quarterly Market Commentary

Britons 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. 

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  • 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