The Peter Kelleher Group
Peter Kelleher CFP®
Wealth Planner
Ottawa, Ontario
About Peter
As a Certified Financial Planner professional (CFP®) and small business owner for the past 27 years, Peter fully understands and appreciates the discipline, dedication, and hard-work needed to make your goals a reality. It is with this mindset that Peter is able to transcend his financial business knowledge and experience to the families and clients he services.
Peter strongly believes in focusing on the structure of the client’s overall situation to optimize all areas that affect their financial well-being. Educating his clients is essential for the proper implementation and long-term success of the recommended strategies to achieve the desired objectives. By having a plan, clients realize that even the little decisions they make today can have a large impact on their situation tomorrow. However, they also understand that money is very emotional and that the best financial decision is not necessarily the best decision!
Optimize's Approach to Wealth Management
The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.
For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.
The cornerstone of the Peter Kelleher Group’s service rests in effectively matching clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. They measure their success by how well they have helped clients achieve their specific financial planning goals and objectives.
Peter provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. Nick Cup is the Portfolio Manager who advises and manages client investment accounts, while Peter helps clients with their Financial Planning needs and can also help clients access value-added services available to Optimize clients such as tax planning, estate planning, or insurance*.
*Insurance is only offered through a licensed Individual at Optimize to residents of Ontario, British Columbia, Alberta, and Manitoba.
Please know that Peter Kelleher is not licensed with any securities regulators in Canada and therefore cannot provide you with investment advice. All registerable activity is provided by registered and licensed Associate Advising Representatives and Advising Representatives of Optimize Inc. and therefore you should consult with a licensed representative of Optimize Inc. when you are in need of investment advice.
Contact
peter.kelleher@optimize.ca
613-608-9909
613-841-4398
Office Location
The Peter Kelleher Group
Nick Cup
Portfolio Manager
William Gilroy
Portfolio Manager