What does the future look like?

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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
Independent

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

Involved
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
Knowledgeable

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
Strategic

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

Consistent
Consistent

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

Committed
Committed

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

 

Our Team

Sonia LeRoy, CFP®, RFP, RIS

Senior Wealth Advisor

Adrian LeRoy, B.A. Hons. Econ

Wealth Advisor

Our Team

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, Wealth Advisor, LeRoy Wealth Management Group, focuses on investment and risk management for affluent families and specializes in addressing the financial challenges of professionals and business owners.

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.
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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.
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Spotted in the news

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

Estate Planning

15 March, 2021

Estate Planning: Transferring Your Estate

This e-book reviews the various factors you need to consider regarding the transfer of your estate.
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estate planning Protecting Your Heirs and Beneficiaries

15 March, 2021

Estate Planning: Protecting Your Heirs and Beneficiaries

Our e-book highlights the various tools and strategies you can use to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend
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estate planning ipc

15 March, 2021

Estate Planning: First Steps

Whether your assets are big or small, you should have an estate plan. We broke down the what, why, and how in this e-book to help make estate planning easier to unde
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Market Monitor

Listen to insights from our market specialists  

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Contact Us

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