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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing your money. We fuse innovative technology, modern strategies and a philosophy of integrity to optimize your financial journey. We provide honest, personalized advice with a proactive, high-touch experience.

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Meet the team

Peter Kelleher
Wealth Planner
Nick Cup, MBA, CFP, CIM®
Portfolio Manager
William Gilroy, CFA®, MA
Portfolio Manager

Team values

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Client-Centered Approach

The Kelleher Group believes that financial planning always starts and ends with the client. Their approach is rooted in building trust, establishing clear communication and providing personalized service. By taking the time to fully understand each client’s goals, needs and financial situation, we can tailor strategies unique to each client. Our unwavering focus is helping those serious about improving their financial well-being, regardless of the size of their account. This inclusive and personalized approach creates lasting relationships, where clients feel valued and supported at every step.

Innovation and Efficiency

Innovation and efficiency are at the heart of the Kelleher Group’s financial planning philosophy. By leveraging advanced tools and platforms, we streamline processes, reduce administrative burdens and provide focused client service. Our approach enables timely, risk-adjusted investment strategies that adapt to changing market conditions. With this efficiency, we can afford to be more attentive to our client’s unique needs, and provide effective support for them whenever they need.

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Empowering Confidence and Security

The Kelleher Group is committed to empowering clients with the confidence and knowledge needed to take control of their financial futures. Through proactive advice, personalized care, and regular updates, we ensure clients always feel informed and supported. Our dedication to financial education builds trust, helping clients understand the “why” behind every strategy. Our clients always feel secure in their decisions, and confident in their financial plans, always certain that they are well-prepared for the future.

Supporting our community

Firstbook Logo

The Kelleher Group is passionate about providing equitable education opportunities. By supporting First Book Canada, the team ensures that children in need have access to the resources they require to succeed academically. This reflects our dedication to fostering brighter futures through education and community involvement

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Improving health outcomes for children is a charitable priority for The Kelleher Group. Through our contributions to SickKids, we support groundbreaking pediatric research and innovative care that benefits children and their families. Our involvement underscores our commitment to advancing healthcare for the next generation.

Gord Downie Fund Logo

Promiting understanding and reconciliation between Indigenous and non-Indigenous communities is an important focus for the Kelleher Group. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to efforts aimed at fostering inclusivity and building stronger connections across communities. This reflects our greater belief in a more compassionate and unified society.

@ 2025 - Optimize Asset Management

Optimize Global Asset Management Inc. (operating as “Optimize Asset Management” or “Optimize”) is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as “Optimize Wealth Management”) is a member of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (“CIPF”). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize’s Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., it's subsidiaries and affiliates.