Sonia LeRoy, CFP®, RFP, RIS, B.A. Hons (Econ)
Senior Wealth Advisor
As the Senior Wealth Advisor of LeRoy Wealth Management Group- IPC Securities Corporation, Sonia leads families to achieve financial peace of mind and align their money with their life values. With an...
Read more Adrian LeRoy, RIS, B.A. Hons (Econ)
Wealth Advisor
As lead advisor of the LeRoy Wealth Management Group, Adrian LeRoy has a clear mission to serve his clients and help them reach their goals. With his financial experience and expertise in sustainable ...
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Investment Associate
As a securities licensed Investment Associate for the LeRoy Wealth Management Group, Kay is responsible for our office's administration, managing our team's records and data integrity processes and cl...
Read more Rowan Hughes, RIS
Administrative Assistant
As the Responsible Investing Literacy Coordinator, and a certified responsible investment specialist Rowan directs the LeRoy Wealth Management Group’s communications plan. Rowan curates environmental,...
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Marketing Assistant
Research and Analytics Associate & Acting Responsible Investing Coordinator Robbie supports the team’s managed portfolio due diligence process. He also conducts client portfolio analytics for the seni...
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