Peter Kelleher brings a client-first mindset and a passion for education to every aspect of wealth planning. He helps clients of all backgrounds work toward financial independence by simplifying complex concepts into clear, actionable advice. Known for his integrity and dedication, Peter goes above and beyond to do what's right for his clients. He believes true financial planning balances long-term goals with enjoying life today. Outside of work, he values family, work-life balance, and purposeful living.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At Kelleher Group, we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.
Book a meetingMeet the team
Peter Kelleher, CFP
Wealth Planner
Aidan Kelleher,
Wealth Planner
Nicholas Cup,
Portfolio Manager
Will Gilroy, CFA®, MA
Senior Portfolio Manager
Peter Kelleher, CFP
Wealth Planner
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Aidan Kelleher,
Wealth Planner
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Nicholas Cup,
Portfolio Manager
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Will Gilroy, CFA®, MA
Senior Portfolio Manager
ABOUT
William Gilroy is a Portfolio Manager at Optimize, where he builds investment strategies tailored to each client’s goals, risk tolerance, and overall financial picture. He works tirelessly to align portfolios with market shifts and evolving client needs, providing steady guidance along the way.
Passionate about capital markets and making a meaningful impact, William supports clients and advisors with his in-depth investment knowledge. He makes sure every client receives a strategy that is intentional, adaptable, and built for long-term success.
Outside of work, William enjoys spending time with his wife and two sons, quiet weekends at home, and golf. He values prioritizing time to recharge and stay balanced.
Team Values
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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.
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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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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
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
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.
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.