Profile
"West Oak’s success has come from always putting our clients’ best interests first and always finding ways to improve and add more value to them"
Andrew mcquiston,
west oak family office, wellington-altus private wealth
With over 30 years of financial planning experience and expertise in responsible investing, Sonia LeRoy is passionate about leading her clients to invest with purpose and impact. LeRoy co-authored the 2020 book, Financial Success for Women by Women. LeRoy is a Certified Financial Planner, a Registered Financial Planner and a Responsible Investment Specialist. She has received Wealth Professional’s award for Advisor of the Year – Responsible Investments twice, most recently in 2022.
LeRoy is a big believer in giving back. She has been volunteering in Senegal to help street children. At home in Canada, LeRoy volunteers with Kids Kicking Cancer as a martial arts therapist. She has served on several non-profit boards and currently serves on the board of the Rev. C.F. Johnston Foundation, supporting disadvantaged children in sub-Saharan Africa. LeRoy is the 2019 winner of the Wealth Professional Award for Excellence in Philanthropy and Community Service and the 2018 recipient of the IPC Cares Award for Philanthropy and Community Service.
LeRoy lives in Ottawa with her husband and their two dogs. Their two children are away at university while remaining involved with the family’s charitable endeavors. LeRoy is an avid martial arts practitioner and referee; she has a third-degree black belt in karate. While not volunteering in Africa or practicing karate, her family’s hobby is making the best maple syrup in Ontario at their cottage in the Haliburton Highlands.
1525 Carling Ave, Suite 504, Ottawa, Ontario K1Z8P9
613 238 7818
sonia.leroy@ipcsecurities.com
linkedin.com/in/sonialeroy
theleroygroup.com
Sonia LeRoy, CFP, RFP, RIS
Senior Wealth Advisor
LeRoy Wealth Management Group – IPC Securities Corporation
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Bio
Milestones
Profile
Milestones
2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
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2021
Ted Talk in collaboration with key media
Year 7 Community Leader and Leader for Learning Technologies and Platforms at Northern Beaches Christian School
Master of Business Administration, 2017–2019
2021
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1990–1995
2005–2013
2013–2015
2015–present
2017–present
Read on
Special Report
Home
Bio
Milestones
Profile
Milestones
Insurance Business Magazine | Key Media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
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1990–1995
2005–2013
2013–2015
2015–present
2017–present
Read on
Special Report
Home
Bio
Milestones
2022
2015–present
2013–2015
2005–2013
1990–1995
2017–present
Insurance Business Magazine | Key Media
2017–2020: Manager, Financial Planning Associates at Nicola Wealth
2020–2021: Senior Manager, Financial Planning Associates at Nicola Wealth
2021–2022: Director, Advisory Services – Associates Group at Nicola Wealth
2022–present: Vice President, Advisory Services – Associates and Operations at Nicola Wealth
2017–present
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2015–present
Human Resources Magazine | key media
2015–present: Senior Wealth Advisor, CFP, RFP, RIS at LeRoy Wealth Management Group – IPC Securities Corporation
2018: IPC Cares Award for Philanthropy and Community Service
2019: WP Awards winner for Excellence in Philanthropy and Community Service and a finalist in 2020
2020 and 2022: WP Awards Advisor of the Year – Responsible Investments and a finalist in 2021
2021: WP Awards finalist for Financial Literacy Champion
2015–present
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2013–2015
Human Resources Magazine | key media
Senior Financial Advisor, The LeRoy Group at Investment Planning Counsel
2013–2015
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2005–2013
Human Resources Magazine | key media
Senior Financial Advisor and Branch Owner
2007 IPG Philanthropy and Volunteer Award and Winner, Branch of the Year
2005–2013
1997
1990–1995
human resources | key media
1990 - 2005: Financial Advisor at Money Concepts
Winner, Branch of the Year
1990–1995
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Milestones
2017–present
Insurance Business Magazine | Key Media
2022
Excellence awardee – Independent Mortgage Adviser of the Year category at the New Zealand Mortgage Awards
2022
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2022
2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
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2021
Launched his own business,
Ascend Financial Services
2022
2022
Insurance Business Magazine | Key Media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2021
Launched his own business,
Ascend Financial Services
2022
Senior Wealth Advisor
LeRoy Wealth Management Group – IPC Securities Corporation
Sonia LeRoy, CFP, RFP, RIS
