BComm, Financial Planning Administrator

Talal joined The Peter Guay Team in 2021. In his role as Financial Planning Administrator, he works closely with our advisors to schedule and prepare documents for client review meetings. In addition, Talal assists the team with all manner of administrative tasks and creates a warm welcome for clients over the phone and in person at our Montreal office.

Talal Khurshid

Talal joined The Peter Guay Team in 2021. In his role as Financial Planning Administrator, he works closely with our advisors to schedule and prepare documents for client review meetings. In addition, Talal assists the team with all manner of administrative tasks and creates a warm welcome for clients over the phone and in person at our Montreal office.

Talal’s Bachelor of Commerce in Management and customer service background ensure that clients receive a top-notch experience at every opportunity. Talal has a passion for travel and can often be overheard discussing his next adventures with the other travel enthusiasts in the team.

Peter Guay Team

Who We Are

Trust. A notion too often assumed and not earned. Peter and his experienced team have earned a highly valued position of trust with families across Canada, acting as lead advisors in their financial affairs. Working with Peter, you can expect a relationship based on transparency and objectivity.

  • Conflict-free, transparent and independent advice

    The Peter Guay team is fee-based and not compensated by investment products sold — unlike “big bank” brokerage firms that collect commissions and often underwrite the products they sell and stocks they promote.

  • Reduced uncertainty and risk

    By investing based on scientific evidence with a sound strategy grounded in academic research, you can break the typical cycle of simply “betting” on stocks and trying to guess the future.

  • Going beyond the portfolio

    Peter stands ready to provide valuable financial advice on issues involving family, cottages, business interests and charitable giving.

  • Leveraging a multi-disciplinary team

    Clients derive added value from a multi-disciplinary team that structures cohesive strategies for investments, tax, retirement and other planning.