Sonia LeRoy, CFP®, RFP, RIS, B.A. Hons (Econ)Senior Wealth Advisor
As a Senior Wealth Advisor with LeRoy Wealth Management Group, IPC Securities, Sonia leads families to achieve financial peace of mind and align their money with their values.
With over 30 years of financial planning experience and expertise in socially responsible investing, Sonia is following in her grandmother’s footsteps. Sonia is passionate about leading her clients to invest with purpose and impact even beyond personal financial planning objectives, to lever their power as asset owners to influence companies and the world for the better. With an honours degree in economics from Carleton University, Sonia is a Certified Financial Planner (CFP®) and a Registered Financial Planner (RFP). A member of the Responsible Investment Association, Sonia holds the Responsible Investment Specialist designation (RIS).
Demonstrating an on-going commitment to excellence, Sonia is the 2022 and 2020 Wealth Professionals (WP) Advisor of the Year – Responsible Investments. She was also a 2021 WP Awards finalist in the categories of Advisor of the Year – Responsible Investments and Financial Literacy Champion. Sonia has been named a 2022 5 Star Leading Women in Wealth by Wealth Professionals Canada. She is also a 2023 WP excellence awardee in the categories of Advisor of the Year-Responsible Investments and Financial Literacy Champion. Sonia is co-author of the 2020 book, Financial Success for Women by Women.
Sonia is a big believer in giving back, both at home and abroad. She has been volunteering with street children in Senegal since 2010. At home in Canada, Sonia volunteers with Kids Kicking Cancer as a martial arts therapist, to bring power, peace and purpose to vulnerable children. Sonia serves on the board of the Rev. C.F. Johnston Foundation, supporting disadvantaged children in sub-Saharan Africa. Sonia has previously served on the boards of the investment sub-committee for the Anglican Diocese of Ottawa and the Ottawa chapter of the Canadian Association of Financial Planners. Sonia was the 2019 winner of the Wealth Professionals Award for Excellence in Philanthropy and Community Service, and the 2018 recipient of the IPC Cares Award for Philanthropy and Community Service. Sonia was also a 2020 finalist of the Wealth Professionals Edward Jones Award for Excellence in Philanthropy and Community Service.
Sonia lives in Ottawa with her husband and their Australian shepherd. Both her children are involved with the family’s charitable endeavors and work in her financial planning practice, while continuing their post-secondary studies. As a third-degree karate black belt, Sonia is an avid martial arts practitioner and referee. While not volunteering in Africa or practicing karate, Sonia is making the best maple syrup in Ontario at the family tree farm in the Haliburton Highlands, or spending time in Algonquin Park.
Sonia is securities licensed with IIRoc. Insurance products available through Sonia LeRoy.