featured WINNER
Sonia LeRoy
Senior Wealth Manager, LeRoy Wealth Management Group
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“I had a picture of a house, and the house was Premiere Mortgage Centre”
Kerri Reed,
Premiere Mortgage Centre
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Winner: The Sun Life Global Investments Award for Advisor of the Year – Responsible Investments
Winner:
The Sun Life Global Investments Award for Advisor of the Year – Responsible Investments
WInner:
The Sun Life Global Investments Award
for Advisor of the Year
– Responsible Investments
As the Senior Wealth Advisor of LeRoy Wealth Management Group, IPC Securities, Sonia leads families to achieve financial peace of mind and align their money with their life values. A Registered Financial Planner (RFP) and a Certified Financial Planner (CFP) with over 30 years of financial planning experience, and as a third degree karate black belt, Sonia understands the discipline, perseverance, and committment required to achieve one's objectives. Sonia is dedicated to helping her clients define objectives, overcome obstacles and realize their financial potential. A Responsible Investment Specialist (RIS), Sonia is passionate about leading her clients to invest with purpose and impact even beyond personal financial objectives, to lever their power as investors to influence companies and the world for the better.
Andrea is an Employee Learning and Development professional with two years of experience who is passionate about using her skills to implement innovative and pioneering HR initiatives to drive a culture of professional development. Her strengths lay in people and relationship management, critical thinking and delivering behaviour change projects with an innovative twist. She has been responsible for introducing compliance learning tailored to our significantly diverse employee base of over 12,000 and using her skills to create engagement for and roll out of 'Altogether Autism & Neurodiversity awareness programme at The Warehouse Group. She has shifted the way our team engages with learning, cultivating a continuous learning and development culture specific to their journey.
Andrea is an Employee Learning and Development professional with two years of experience who is passionate about using her skills to implement innovative and pioneering HR initiatives to drive a culture of professional development. Her strengths lay in people and relationship management, critical thinking and delivering behaviour change projects with an innovative twist. She has been responsible for introducing compliance learning tailored to our significantly diverse employee base of over 12,000 and using her skills to create engagement for and roll out of 'Altogether Autism & Neurodiversity awareness programme at The Warehouse Group. She has shifted the way our team engages with learning, cultivating a continuous learning and development culture specific to their journey.
www.theleroygroup.com
https://www.linkedin.com/in/sonialeroy/
sonia.leroy@ipcsecurities.com
613-238-7818, 1-800-700-3589
1525 Carling Ave, Suite 504, Ottawa, On K1Z8R9
