What does the future look like?

Find out

View more
 

 

 

 

Don't just chase your dreams

Let us help you plot a path!

Choose to work with LeRoy Wealth Management Group and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

Independent

We are not exclusive to any bank or fund so we come with no-strings-attached.

Involved

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

Knowledgable

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

Strategic

We tailor plans to suit your stage-of-life, plans and milestones.

Consistent

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

Committed

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

 

My Team


Sonia LeRoy, CFP®, RFP

Senior Wealth Advisor

Kay Mistry

Client Service Manager

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 Consultant, 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.


Why should you choose us?

Pull up a chair, and let us tell you our story.

The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
Learn More

The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
Learn More
 

Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

rrsp

20 November, 2018

Simple RRSP Strategies

RRSP’s are a key retirement planning vehicle. Our e-book provides three helpful strategies for taking full advantage of your RRSP contribution room.
Read More

net worth

6 November, 2018

Understanding your Net Worth

Just like going to the doctor to assess your health, tracking your net worth on a regular basis is an essential aspect of your financial well-being. What would a che
Read More

blog img

4 October, 2018

Business Succession Planning 101

Selling a business or passing it on to the next generation can be the most important financial event in an entrepreneur’s lifetime. But Canadian small business owner
Read More

 

Audiocasts

Listen to insights from our market specialists  

 

 

Subscribe to The Leroy Group's E-Wealth Report List

Contact Us

Don’t leave without giving us your number!
Learn More