Sonia LeRoy, CFP, RFP

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Senior Financial AdvisorRIA Advisor Logo 2014 web
Investment Planning Counsel

1545 Carling Avenue, Suite 200
Ottawa, ON
K1Z 8P9

Tel: 613.238.7818 | Fax: 613.238.8035
Email | Website | LinkedIn

 

As Senior Financial Advisor and team leader of the LeRoy Group, Sonia LeRoy assists a select group of clients achieve financial peace of mind by customizing retirement income strategies and managing risk.

In order to implement each client’s customized strategy, The LeRoy Group can draw from a broad array of financial choices, including:

o Private client managed portfolios offered by a variety of third party investment companies.
o Pooled funds and wrap accounts.
o An extensive selection of mutual funds, and segregated funds including many available with high net worth discounted pricing models.
o RDSPs, RSPs, RRIFs, Tax Free Savings Accounts
o Insurance solutions to help manage financial risk or accumulate wealth.

As a full service financial planner, Sonia LeRoy is a CFP and an RFP. Also a member of the RIA, Sonia holds an Ontario insurance license, and is licensed to sell mutual funds in the provinces of Ontario, Quebec, Alberta and Nova Scotia.



Our Sustaining Members

AGF
NEI
OceanRock
CIBC

RBC GAM
Sustainalytics
Addenda Capital

Associate Members

Mackenzie Investments
HSBC
HighView Financial Group
CI Investments
Russell Investments
TD Bank Group
Franklin Templeton
Leede Jones Gable Inc.
Jarislowsky Fraser
The CUMIS Group
The Co-operators
Connor, Clark & Lunn Private Capital
CIBC Wood Gundy
Vigeo Eiris
BMO Global Asset Management
Aequitas NEO Exchange Inc.
ISS
Fiera Capital
Encasa Financial
Bullion Management Group Inc.
SHARE
Global Alpha Capital Management
Genus
Oikocredit
Vancity Credit Union
Servus Credit Union
MSCI
Groupe Investissement Responsable
Guardian Ethical Management
Desjardins
ClearBridge Investments
La Caisse d’économie solidaire Desjardins
Bloomberg
Assiniboine Credit Union
Amundi Asset Management
Alterna Savings
Kindred Credit Union
Phillips, Hager & North Investment Management
IA Clarington Investments

Supporting Members

Evolve Funds
SAGE Connected Investing
Etho Capital
Changequity
Starboard Wealth Planners
The Smallwood Harvey Financial Group
Cash Management Group
The Wooding Group
Blue Heron Advisory Group
CoPower