Roy O’Leary Senior Consultant
Roy's extensive career in the financial services sector spans over four decades, marked by a rich blend of experiences, including 20 years in banking and more than 25 years dedicated to financial planning with IG Wealth Management. In his role as a Consultant, and previously as a Division Manager, Roy's wealth of knowledge serves as a cornerstone for mentoring colleagues within our office, offering invaluable guidance honed through years of practical experience.
Roy's professional focus extends to working closely with numerous individuals and families, leveraging his expertise to help them define and achieve their financial objectives with precision and clarity. With a specialized understanding of tax planning and pension management, Roy assumes a pivotal role within our team, serving as the go-to for pension-related inquiries and assisting families with unique financial considerations, particularly those with special needs for a loved one with a disability.
Roy gives back to the community and has commitments with charitable organizations, specifically his current involvement of over 20 years with Community Living Georgina. Roy enjoys playing golf, is married to Lesley, and has 4 children and 3 grandchildren.