Sonia LeRoyCFP®, RFP, RIS

Senior Wealth Advisor

As the Senior Wealth Advisor and team leader of LeRoy Wealth Management Group, Sonia LeRoy leads a select group of families to achieve financial peace of mind. With over 25 years of financial planning experience and expertise in socially responsible investing, Sonia delivers innovative, objective-based solutions, aligning her clients' finances with their life values. Sonia is the 2019 winner of the Wealth Professionals Award for Excellence in Philanthropy and Community Service, and 2020 winner of the Wealth Professionals Advisor of the Year - Responsible Investments.

 

Background

After obtaining an honours degree in economics from Carleton University in 1989 Sonia followed in her grandmother’s footsteps, pursuing her love of finance to offer independent financial advice to Canadian families. Early in her career, Sonia became an owner of a Money Concepts office. Sonia and her business partners have worked together for over 20 years, changing the mutual funds dealer affiliation of their financial planning office to Independent Planning Group and then amalgamating with Investment Planning Counsel to better serve their clients. Their office has maintained its dedication to excellence over the years, twice winning the Branch of the Year award, once from Money Concepts and again from Independent Planning Group. Sonia and her partners continue to help their clients plan for peace of mind and own and manage their Investment Planning Counsel financial planning office in Ottawa.

Sonia has long been dedicated to excellence and on-going professional development. A member of the Financial Planning Standards Council of Canada and the Institute of Advanced Financial Planning, Sonia is a Certified Financial Planner (CFP®) and a Registered Financial Planner (RFP). Sonia has served as a board member of the Ottawa chapter of the Canadian Association of Financial Planners. Sonia is also a member of the Social Investment Organization, and often incorporates socially responsible investing strategies into The LeRoy Wealth Group financial solutions.

Sonia is committed to many charitable causes and regularly travels to Senegal with her family to volunteer, working to improve the lives of begging street children. Sonia serves on the board of the Rev. C.F. Johnston Foundation, a Canadian charitable foundation dedicated to supporting disadvantaged children in sub-Saharan Africa. Sonia has also served on the investment committee for the Anglican Diocese of Ottawa. Independent Planning Group Inc. awarded Sonia the Philanthropy and Volunteer Award in 2007.

Sonia lives in Ottawa with her husband Robin, her two children Rowan and Robbie, their cat, and Australian shepherds. Sonia is the first of six children within a large and supportive extended family, which gathers regularly at the family cottage compound in the Haliburton Highlands to enjoy each others’ company and pursue the family hobby of making the best maple syrup in Ontario. Sonia also loves to spend time with her family in Algonquin Park, canoeing and exploring some of the wilder parts of the province.

 

Sonia volunteers regularly as a martial arts therapist with Kids Kicking Cancer Canada, bringing Power, Peace and Purpose to vulnerable children. Sonia is the 2019 winner of the Wealth Professional Award for Excellence in Philanthropy and Community Service. And, Sonia is a finalist for the 2020 Wealth Professionals Advisor of the year - Responsible Investments, and the Edward Jones Award for Excellence in Philanthropy and Community Service.

 

Insurance products available through Sonia LeRoy.