The LeRoy Team
  • Say Yes! to Tax-Free Income

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    Would you say 'no'to the ability to let your investments grow tax-free? To be used for just about anything you can imagine saving for?

  • 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 2014

    1 January, 2014

    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, 2013

    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 »

    We Proudly Welcome…

    New Team MembersI am delighted to welcome two new team members to The LeRoy Group. Adrian LeRoy, Financial Advisor, joined The LeRoy Group early in 2015 to enhance our estate and risk management expertise and to help us better serve young families, businesses and sports professionals.

    Jodee Eng, Client Service Manager, joined our team late in 2014. Her experience and dedication will help The LeRoy Group to better serve our clients and plan for peace of mind.

    Follow us on  https://twitter.com/planpeaceofmind
    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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    The LeRoy Group
    The LeRoy 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 Financial Advisor creates tax efficient wealth management and income plans for affluent families and specializes in socially responsible investments. Adrian LeRoy, Financial Advisor, 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.