Ideas & Insights Our Advisors Our Teams Resources White Papers Market Statistics Model Portfolios Important Documents Recommended Readings Calculators What We Do Who We Are Our Story Our Board Members Management Team Governance & Internal Controls Compliance Safe-Keeping your Assets World Class Partners Research Department Perspective Newsletter Careers Contact Us Anthony Layton MBA, CIM®, Chairman of the Board, Portfolio Manager Tony is a founding partner, Chairman of the Board and Portfolio Manager at PWL in Montreal with over 35 years of experience helping clients achieve their financial goals. He is a firm believer that conflict-free advice is the only way to properly serve Canadian investors. Ideas & Insights Team Contact Menu Ideas & Insights Team Contact Tony is a founding partner, Chairman of the Board and Portfolio Manager at PWL Capital Inc. in Montreal with over 35 years of experience helping clients achieve their financial goals. Since 1980, Tony has been committed to the establishment and growth of wealth management in Canada through independent and conflict-free financial services firms. He believes that Canadians should be better served by their financial institutions. He has worked tirelessly to build a firm that has Clients-Best-Interest as its core value, which was recognized in 2016 when PWL Capital became the first firm in Canada to achieve CEFEX accreditation. He is also a past National Chairman of the Canadian Association of Financial Planners (CAFP, now Advocis). As an advisor, Tony serves some of Montreal’s most notable families, with an expertise in inter-generational planning and multi-family office services. He specializes in integrating investment portfolios, taxation strategies and estate planning for high net-worth families, corporate executives and professionals. Tony and his team work in a hands-on manner, maintaining relationships of trust so that affluent families can enjoy a worry-free lifestyle. Tony’s credentials include: McGill University – MBA Chartered Investment Manager (CIM®) Registered Portfolio Manager Financial Planner (F. Pl.) Institut Québecois de Planification Financière (IQPF) – Founding Director / Member First Fellow RFP in 1995 Tony volunteers his time and energy with a number of organizations, including McGill University’s Desautels Faculty of Management, the Nature Conservancy of Canada (NCC) and the Anglican Diocese. He is also a material shareholder and a Director on the Board of Agile IP, a VoIP phone system provider. Tony enjoys spending weekends with his family at his cottage in the Laurentians and plays a very active role in the Lac Brulé Owners Association. He is an avid outdoorsman, a world traveller, and dad to three wonderful daughters. Tony is married to another Westmount entrepreneur – Pam Erskine, owner of Simply Wonderful Catering. Tony has a YouTube series called, “Family Matters” where he addresses Family Office planning and estate issues. Connect with Tony to learn more about how he can help you. Read More Hide Contact Anthony Layton Family Stewardship & Philanthropy Anthony Layton Tony’s Take: What entrepreneurs should know about family trusts PWL Capital 2019-03-8T09:55:56 March 8, 2019 You could be forgiven for thinking family trusts are only for the very rich. In fact, trusts can be an invaluable financial, estate and tax planning tool for many people. Market Research PWL Capital Anthony Layton Tony’s Take: Of cryptocurrencies and tulip bulbs 2019-02-22T09:00:40 February 22, 2019 The story of what happened to tens of millions of dollars deposited with the QuadrigaCX cryptocurrency exchange is as modern as the latest thinking in cyber-security. But why 115,000 clients would hand over their savings to Quadriga is as old as human folly. PWL News & Events PWL Capital Anthony Layton Tony’s Take: Our thanks to John Bogle 2019-02-8T09:00:26 February 8, 2019 In recent weeks, there have been many tributes to John Bogle, the founder of the Vanguard Group and the pioneer of index funds, who died last month at the age of 89. Personal Wealth PWL Capital Anthony Layton Tony’s Take: TFSAs—more powerful than you might think 2019-01-25T13:50:10 January 25, 2019 One interesting strategy is to hold income-producing securities in your TFSA and withdraw that money tax-free each year to help fund your retirement, while maintaining the principal. Behavioural Finance PWL Capital Anthony Layton Tony’s Take: Buying when the merchandise is on sale 2019-01-11T09:00:18 January 11, 2019 It’s natural to wonder where the markets are headed this year, especially after what was a pretty grim end to 2018. I understand the desire, but the simple truth is we have no idea what’s going to happen and neither do the army of market forecasters we see in the media every day. Layton-Guay Team IIROC AdvisorReport Testimonials PWL is proactive in sharing general financial advice and insights as well as highly responsive to questions, concerns and requests for action and processing of transactions. Wise, straightforward advice and very good communication … plain language when necessary for those who are not very literate in the world of investments. We feel confident that our portfolio is in good hands and that our interests are looked after. We have easy access to Peter and Tony and appreciate the relationship that has been built. Most of all, we appreciate the confidentiality afforded to us by placing our interests with PWL. The PWL Capital team is simply the best in the country. PWL’s client care and services have been absolutely superb, from my very first meeting with Peter, Tony and their colleagues to my frequent and regular interactions with them. There are so many different things on which to focus in our busy lives, but I rest easy knowing that PWL is looking after my investments. It is important to understand that investing for the future is best left to professionals who understand one’s immediate, medium and long-term needs. Tony Layton and his team at PWL Capital are perfectly positioned to understand the needs of every individual client. We have worked with Tony and his team for a number of years, and we can recommend them wholeheartedly in terms of bringing their clients peace of mind as far as investments are concerned in a volatile world. Anthony Layton has served as my financial advisor for more than 20 years. I value his judgment and have relied exclusively on his skill in managing my finances and my estate planning during a less than salubrious time for the markets. I have recommended him to colleagues, to friends and to family and do so unstintingly. During 2008 and 2009, Tony’s discipline kept me on track to fully capture the market recovery. He and his team ensured that my investment decisions didn’t get sidetracked by the media noise and my own emotions. Tony and his team have helped me to organize my financial affairs and achieve significant tax efficiencies, despite my extremely busy lifestyle. They have considerably reduced this burden for me and my family. Tony and Peter bring a personal touch to a very personalized approach to wealth management in all its dimensions. They are our true partners. Who We Are Trust. A notion too often assumed and not earned. Tony, Peter and their experienced team have earned a highly valued position of trust with families across Canada, acting as lead advisors in their financial affairs. Working with Tony and Peter, you can expect a relationship based on transparency and objectivity. Conflict-free, transparent and independent advice The PWL Capital 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 Tony and Peter stand 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. Get in Touch with the Layton-Guay Team Name TitleMr.Mrs.MissMs.Dr.Prof.Rev. Title First Last Email* Phone*CityProvinceAlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNorthwest TerritoriesNova ScotiaNunavutOntarioPrince-Edward IslandQuebecSaskatchewanYukonInvestable Assets*- Investable Assets -Under $500,000$500,000 - $1,000,000$1,000,000 - $2,000,000More than $2,000,000 PWL Capital works with clients who have, or will soon have, $500,000 or more to invest. If you do not meet this criteria, feel free to get in touch; we will be happy to point you in the right direction. ___________ How did you hear about us?How did you hear about us?Reference from a friendSocial MediaYouTubeMedia and PressGoogleOtherMessage / CommentYES, send me updates from Tony and Peter! YES, send me updates from Tony and Peter! This iframe contains the logic required to handle Ajax powered Gravity Forms. Ideas & Insights Our Advisors Our Teams Resources White Papers Market Statistics Important Documents Model Portfolios Recommended Readings Calculators Checklists What We Do Who We Are Our Story Our Board Members Management Team Governance & Internal Controls Compliance World Class Partners Research Department Contact Us Client Login FR
Family Stewardship & Philanthropy Anthony Layton Tony’s Take: What entrepreneurs should know about family trusts PWL Capital 2019-03-8T09:55:56 March 8, 2019 You could be forgiven for thinking family trusts are only for the very rich. In fact, trusts can be an invaluable financial, estate and tax planning tool for many people.
Market Research PWL Capital Anthony Layton Tony’s Take: Of cryptocurrencies and tulip bulbs 2019-02-22T09:00:40 February 22, 2019 The story of what happened to tens of millions of dollars deposited with the QuadrigaCX cryptocurrency exchange is as modern as the latest thinking in cyber-security. But why 115,000 clients would hand over their savings to Quadriga is as old as human folly.
PWL News & Events PWL Capital Anthony Layton Tony’s Take: Our thanks to John Bogle 2019-02-8T09:00:26 February 8, 2019 In recent weeks, there have been many tributes to John Bogle, the founder of the Vanguard Group and the pioneer of index funds, who died last month at the age of 89.
Personal Wealth PWL Capital Anthony Layton Tony’s Take: TFSAs—more powerful than you might think 2019-01-25T13:50:10 January 25, 2019 One interesting strategy is to hold income-producing securities in your TFSA and withdraw that money tax-free each year to help fund your retirement, while maintaining the principal.
Behavioural Finance PWL Capital Anthony Layton Tony’s Take: Buying when the merchandise is on sale 2019-01-11T09:00:18 January 11, 2019 It’s natural to wonder where the markets are headed this year, especially after what was a pretty grim end to 2018. I understand the desire, but the simple truth is we have no idea what’s going to happen and neither do the army of market forecasters we see in the media every day.