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Frans LeRoij

Vice-President, Head of Wealth Planning

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As Vice-President, Head of Wealth Planning, Frans leads the Wealth Planning team. In addition, he develops, manages and delivers the firm’s comprehensive wealth planning offering.

 

Frans is an experienced senior financial services leader with more than 20 years of experience at some of Canada’s largest financial institutions. His expertise includes the leadership of HNW wealth planning programs, development of collaborative wealth planning experiences and planning practice management.

Contact Details

EDUCATION & DESIGNATIONS

  • Certified Financial Planner (CFP®)
  • Fellow, The Canadian Securities Institute
  • Bachelor of Arts, York University

MEMBERSHIPS

  • Member, FP Canada Research Committee

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