Your partner in personalized, full-service wealth management

Peter Kelleher brings passion, experience, and a client-first mindset to every aspect of wealth planning. Having realized from a young age that money could work for you if managed correctly, Peter pursued a career in the financial industry, driven by a desire to help others achieve financial independence. His approach is distinct in that he focuses on helping anyone willing to improve their financial situation, regardless of account size, as long as they are serious about achieving their goals.

Peter’s approach to financial planning is deeply rooted in education. He believes in taking the complex principles of the financial industry and presenting them in ways that clients can understand and actively participate in. This not only enhances their experience but motivates them to be engaged partners in the process. His philosophy is built on the idea that the more a client understands, the better a client they will be. Peter is known for going above and beyond for his clients, as demonstrated by a success story in which he discovered an over-contribution issue with a client’s TFSA, rectified it with the CRA, and had all charges waived — all without direct compensation, but because it was the right thing to do.

Peter values family, work-life balance, and clear decision-making rooted in integrity. He believes that financial planning should be holistic, considering all aspects of a client's life. His guiding principle is that “the best financial decision isn't always the best decision,” emphasizing the need to balance future planning with present enjoyment. This balanced approach allows clients to pursue their financial goals while living a fulfilling life today.