Ideas & Insights Our Advisors Our Teams Resources White Papers eBook Market Statistics Model Portfolios Important Documents Recommended Readings Calculators What We Do Who We Are Our Story Our Board Members Management Team Careers Governance & Internal Controls Compliance Safe-Keeping your Assets World Class Partners Research Department Perspective Newsletter Contact Us Peter Guay 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. Ideas & Insights Team Contact Menu Ideas & Insights Team Contact 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. Peter’s approach to wealth management begins and ends with the client. From finding out what is important, to developing their personalized plan, he provides insight, clarity and focus. Knowing that their affairs are being well cared for, his clients move forward confidently in pursuit of their financial goals. Credentials: B. Eng, Mechanical Engineering, McGill University Executive MBA, Cornell and Queens Universities CFA Charterholder Registered Portfolio Manager Member of the Institut Québecois de Planification Financière (IQPF) Financial Planner (F. Pl.) Peter serves on the board of the Loyola High School Foundation and the board of the The Dépôt Community Food Centre . He was a founding member of the Emerging Leader’s Committee of the Montreal Heart Institute Foundation and was President of the Montreal branch of the Canadian International Council. He pursues his passion for the outdoors through skiing, cycling, camping and spending weekends with his wife and three kids at his family’s cottage on Lake Champlain. Peter has a YouTube channel called ‘Do It Together Financial Planning’ celebrating its three-year anniversary in May 2020. He takes a clear and practical approach to keeping your financial life in order. Read More Hide Contact Peter Guay Personal Wealth Peter Guay Should I defer my CPP or QPP? PWL Capital 2021-09-16T16:46:11 September 16, 2021 For most Canadians, the Canadian Pension Plan or Quebec Pension Plan is the only guaranteed pension they’re going to get. So, a critical decision for your financial health in retirement is what age you opt to take your government pension. Personal Wealth Peter Guay What you need to know about RESP withdrawals 2021-09-3T09:51:39 September 3, 2021 There’s no doubt about it—a Registered Education Savings Plan is a great deal for parents. It provides you with a tax-sheltered way to save for your children’s post-secondary education and grow those savings even faster thanks to government grants. Personal Wealth Peter Guay 4 trends to watch as we head into the fall 2021-08-19T16:08:57 August 19, 2021 It’s been a hot summer in more ways than just the weather. The economy, the stock market and the pandemic have all warmed up over the last couple of months. And then there’s the climate. It’s been a season of devastating heat waves, wildfires, droughts, and floods. Personal Wealth Peter Guay Mid-year review: Things are looking up 2021-07-9T09:00:54 July 9, 2021 What a difference we see at the mid-point of 2021 compared to where we were at the beginning of the year when the country was in the grip of the second wave of COVID-19. Family Stewardship & Philanthropy Peter Guay How to avoid conflict when handing down the family cottage 2021-06-25T09:00:16 June 25, 2021 For many families, weekends and vacations spent at the cottage are among their most enjoyable and memorable experiences together. Peter Guay Team IIROC AdvisorReport 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 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 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 Name TitleMr.Mrs.MissMs.Dr.Prof.Rev. Title First Last Email* Phone*City ProvinceAlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNorthwest TerritoriesNova ScotiaNunavutOntarioPrince-Edward IslandQuebecSaskatchewanYukonInvestable Assets*- Investable Assets -$1,000,000 - $2,000,000More than $2,000,000 Peter works with clients whose household investable assets total $1 million or more. ___________ How did you hear about us?How did you hear about us?Reference from a friendSocial MediaYouTubeMedia and PressGoogleOtherMessage / CommentYES, send me updates from Peter! YES, send me updates from Peter! Ideas & Insights Our Advisors Our Teams Resources All Resources White Papers eBook 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 PWL Wealth Centrenew My Portfolio + FR
Personal Wealth Peter Guay Should I defer my CPP or QPP? PWL Capital 2021-09-16T16:46:11 September 16, 2021 For most Canadians, the Canadian Pension Plan or Quebec Pension Plan is the only guaranteed pension they’re going to get. So, a critical decision for your financial health in retirement is what age you opt to take your government pension.
Personal Wealth Peter Guay What you need to know about RESP withdrawals 2021-09-3T09:51:39 September 3, 2021 There’s no doubt about it—a Registered Education Savings Plan is a great deal for parents. It provides you with a tax-sheltered way to save for your children’s post-secondary education and grow those savings even faster thanks to government grants.
Personal Wealth Peter Guay 4 trends to watch as we head into the fall 2021-08-19T16:08:57 August 19, 2021 It’s been a hot summer in more ways than just the weather. The economy, the stock market and the pandemic have all warmed up over the last couple of months. And then there’s the climate. It’s been a season of devastating heat waves, wildfires, droughts, and floods.
Personal Wealth Peter Guay Mid-year review: Things are looking up 2021-07-9T09:00:54 July 9, 2021 What a difference we see at the mid-point of 2021 compared to where we were at the beginning of the year when the country was in the grip of the second wave of COVID-19.
Family Stewardship & Philanthropy Peter Guay How to avoid conflict when handing down the family cottage 2021-06-25T09:00:16 June 25, 2021 For many families, weekends and vacations spent at the cottage are among their most enjoyable and memorable experiences together.