MBA, CFA, Portfolio Manager
Peter joined PWL Capital in 2004 to learn the business from the ground up. 16 years, many designations and an MBA later, Peter is now the Leader, Portfolio Manager and Financial Planner in the Peter Guay team.
CFP, CIM®, Portfolio Manager
Dan works with clients to combine investment management with long-term financial planning. He also promotes investor education through his blog, articles and podcast.
Portfolio Manager, MBA, CFA, CFP, CIM®
Born and raised on Vancouver Island, BC, Benjamin completed a degree in mechanical engineering before pursuing a career in financial services via the MBA program at Carleton University’s Sprott School of Business.
MBA, CIM®, Portfolio Manager
Shweta joined the Peter Guay team in 2009. As Portfolio Manager, she is a ‘right hand’ to Peter. Shweta’s experience and meticulous nature are cornerstones of the team's dedication to superior client service.
CFA, CFP, Portfolio Manager
Susan Daley is a Portfolio Manager at PWL Capital Inc. She is passionate about simplifying complex financial ideas to help clients achieve their financial aspirations. She runs a YouTube Channel with the same mandate, called Your Money, Your Choices.
CFA, Portfolio Manager
Originally from the Ottawa region, he moved to Montreal to raise a family and to pursue his career in the financial services industry. François is committed in delivering to his clients a disciplined and tax efficient approach to portfolio construction and management based on strategies that are supported by academic research.
CFA, CFP, B.Comm., Portfolio Manager
With more than a decade of experience managing portfolios, Justin is focused on keeping costs and taxes low for his clients. His skills as an analyst and researcher have made him widely respected in the ETF industry.
Senior Financial Planner & Financial Security Advisor
Mario joined PWL in 2000. His dedication and commitment are second only to his ability to provide clients with meticulous financial planning. He creates practical solutions to clients’ problems involving complex individual needs.