After completing his MBA with a concentration in Finance, Kevin went on to work at Crédit Agricole CIB in France for two years before relocating to Montreal. He joined the Peter Guay team in August 2020 after a short contract for PWL’s Operations Department, where his work ethic and diligence were noticed by everyone in the firm. As Portfolio & Research Analyst, Kevin’s responsibilities include assisting Shweta in the maintenance of client portfolios, as well as doing in-depth research to support our content development.

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.
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