Senior Financial Advisor
Investment Planning Counsel
1545 Carling Avenue, Suite 200
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.