Julia joined the Peter Guay team in 2016.  As Wealth Management Analyst, she participates in client meetings with Peter, prepares projections, and is responsible for making sure all client needs are met. Julia brings to the team an incomparable level of client service and attention to detail.

Julia has a Bachelor’s degree in business administration with a concentration in finance.  She has completed all of her financial planning courses and plans to get the professional designation (Pl. Fin).  Julia devotes her remaining spare time to exploring the great outdoors with her two dogs Flash and King.

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.

Get in Touch with the Peter Guay Team

  • Peter works with clients whose household investable assets total $1 million or more.