Sonia LeRoyCFP®, RFP, RIS

Senior Wealth Advisor

As the Senior Wealth Advisor of LeRoy Wealth Management Group, Sonia LeRoy leads a select group of families to achieve financial peace of mind. With over 30 years of financial planning experience and ...
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Adrian LeRoyB.A. Hons. Econ

Wealth Advisor

As the Wealth Advisor and team partner of LeRoy Wealth Management Group, Adrian LeRoy assists a select group of clients achieve financial peace of mind by customizing investment and risk management st...
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Kay Mistry

Client Service Manager

As Client Service Manager for the LeRoy Wealth Management Group, Kay is responsible for client communications, managing our client service and data integrity processes, and maintaining records to supp...
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Rowan HughesRIS

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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Robbie Hughes

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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