Everyday, I speak to advisors that are thinking about bringing their family members or relatives into the business. Why not? It’s a noble profession, it helps people, and deals with a very interesting topic that is ever changing. Plus, it provides financial and time freedom.
But those bringing in family members are also looking at their longer succession plans and see these family members as a possible successor.
But is it that simple? Like everything, there’s a lot more to it.
Succession planning is a journey. Today we’re talking with Sonia LeRoy and two of her family members that have joined her business, her nephew Adrian LeRoy and her daughter Rowan Hughes on how they’re doing it and how it has worked for them.
Sonia LeRoy is a Senior Wealth Advisor, who has a very unique approach to the Canadian investment landscape. She puts a strong emphasis and brings her own philosophy on responsible investing within business and communicates it with her clients. Sonia’s primary goal is to provide solutions to affluent Canadians in order to achieve complex and challenging financial objectives. With over 30 years of investment and advanced financial training experience, Sonia and her team provide innovative financial solutions.
As the Wealth Advisor of LeRoy Wealth Management Group- IPC Securities Corporation, Adrian LeRoy leads individuals and families to achieve financial peace of mind and deliver innovative management solutions that align their money with their life values. Adrian is the 2023 Wealth Professionals (WP) Excellence Awardee in the category of Young Advisor of the Year. This award recognizes exceptional success in the financial industry for wealth advisors 40 and under throughout Canada.
Rowan Hughes is an administrative assistant and aspiring financial planner, as well as certified responsible investment specialist Rowan directs the LeRoy Wealth Management Group’s communications plan. She curates environmental, social, and governance and impact Responsible Investing learning material for the team and their clients.
What are YOUR plans for succession planning? What struggles do you have with it? I’d love to chat with YOU and learn more about you and your business. Why not set up a virtual coffee with me so we can chat about how you can accomplish big things in your business!
Set up a virtual coffee with me using the form to the right.
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