Investment Planning Counsel - the Anderson Team

Investment Planning Counsel - the Anderson Team in Ottawa, ON, offers personalized financial advice to help clients align their investments with their values. Led by seasoned wealth advisors Sonia and Adrian LeRoy, the team specializes in creating tax-efficient wealth management plans and addressing the financial challenges faced by affluent families and professionals.

With a commitment to human-centered advice, the Anderson Team adapts to clients' needs through flexible communication options, ensuring that financial planning is as personal and effective as possible. Their expertise in socially responsible investments enables families to maintain focus on achieving their financial goals while embracing their life values.

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