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Anthony Layton MBA, CIM

Chairman & CEO, Portfolio Manager

Peter Guay MBA, CFA

Portfolio Manager
Contact
  • T514.875.7566 x 224
  • 1.800.875.7566
  • F514.875.9611
  • Place Alexis Nihon
  • 3400 de Maisonneuve Ouest,
    Suite 1501
  • Montreal, Quebec H3Z 3B8

Introducing “Do It Together” Financial Planning

May 9, 2017 - 2 comments

There’s an inherent dilemma in a busy professional’s life. The more successful you are in your career, the wealthier you become. Good for you! But more money also means more complicated financials. Eventually, they become more than you want to manage on your own, until you reach a point where your personal finances are best served by a “Do It Together” approach.

What’s “Do It Together” financial planning? It’s that sweet spot between understanding your financial interests – knowing the right questions to ask – without feeling as if you must take care of the zillions of details all by yourself.

I’m Peter Guay, a portfolio manager and financial planner at PWL Capital’s Montreal office. Whether we’re talking about wills or insurance, business structures or rental properties, taxes, investing or any other planning questions you may have, my “Do It Together” series will help you organize your financial life, without having to spend your entire life worrying about it.  

 

Check out today’s video to learn more, and sign up for future segments by following my YouTube channel.

By: Peter Guay with 2 comments.
Comments
  15/05/2017 9:37:06 AM
Peter Guay
Thanks Bill! All credit goes to Tara Hunt and her production team at Truly Social for making me look good!
 
  13/05/2017 10:46:52 AM
William Badger
Add natural showman to other accomplishments.
 



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