Adrian LeRoyRIS, 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 investing and insurance, Adrian and his team deliver innovative management solutions that align their client’s money with their life values.

 

Adrian graduated from Lisgar Collegiate Institute, one of the top ranked secondary schools in Ottawa. He attended Old Dominion University in Norfolk, Virginia on a merit-based scholarship, earning an Honours BA in Economics while playing soccer for the ODU Monarchs. Adrian was a member of the Monarchs during their most successful seasons in ODU history, earning a conference title and NCAA Division I Round of Sixteen.

 

After graduation, Adrian played professional soccer in both Canada and the USA for several years. His passion for finance allowed for a seamless transition to wealth management when he retired from professional sports. Adrian found that many of the qualities of a professional athlete are the same qualities that make for a successful wealth advisor. Mental toughness and discipline are two distinguishable traits he learned from his experience as a professional athlete. In times of economic downturn, Adrian recognizes the importance of staying focused and not letting volatility or media outlets drive impulsive actions. Adrian is initiative-taking and prepares his clients to navigate the ever-changing markets and applies this disciplined approach at crucial times. He has found this to lead to a more enjoyable and promising financial journey for him and his clients.

 

Furthermore, Adrian acts as an insurance broker for all insurance carriers offering his clients insurance solutions from multiple companies. He has found his specialty in various areas of individual and group insurance to be an asset when taking a holistic, birds eye view approach to the wealth management of individuals and families. Adrian also provides employee group benefits options, which allows him to work closely with business owners and corporations to implement strategies that are cost-effective and holistic to their financial plan.

 

Dividing his time between Ottawa and Toronto, Adrian lives in Toronto with his spouse Jaclyn. They are proud new parents to their infant son. Adrian loves being a father and spending time with his family and friends. He continues sports training at a prominent level, including weightlifting, CrossFit, and boxing. In his local neighborhood, Adrian runs a community workout group called Central Ward Crew, whose workouts aim to make a positive impact in central Toronto. He is committed to charitable causes and is proud to be a part of The Ottawa Mission food services program, which serves over 1000 meals to those who could use a hand each day.

 

Adrian is dedicated to the highest standards of financial advice and holds the Responsible Investment Specialist designation. He is enthusiastic about leading his clients to invest with purpose and impact even beyond personal financial objectives, to use their power as asset owners to influence companies and the world for positive change.