The Peter Paley Group
Peter Paley
Wealth Planner
Winnipeg, Manitoba
About Peter
Peter grew up in Winnipeg and spent all of his summers on the farm helping his grandparents in Rosa, MB.
After completing his BA at the University of Manitoba, Peter started his career in 1998 with one of the big five banks. He started off as a teller and worked his way up to Manager and Commercial Lender. In 2006, he left banking to pursue his dream of owning his own restaurant “The Oakwood Café” which he ran until 2016. In 2008, the bank asked him back to be a Mortgage Specialist. In 2012, He studied to become and independent mortgage broker, insurance and financial professional and has been helping his clients ever since. Peter currently lives in Winnipeg with his spouse Alix of La Belle Baguette Bakeries and their 3 dogs Lulu, Luna and Lucy. He enjoys curling in the winter and poolside barbecues in the summers.
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 Paley 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 Paley 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.paley@optimize.ca
204-227-2744
204-274-3404
Office Location
The Peter Paley Group
Nick Cup
Portfolio Manager