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 Peter Guay MBA, CFA, Portfolio Manager Peter joined PWL Capital in 2004 to learn the business from the ground up. 14 years, many designations and an MBA later, Peter is now a Partner, Portfolio Manager and Financial Planner in the Layton-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. 14 years, many designations and an MBA later, Peter is now a Partner, Portfolio Manager and Financial Planner in the Layton-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 two-year anniversary in May 2019. He takes a clear and practical approach to keeping your financial life in order. Read More Hide Contact Peter Guay Family Stewardship & Philanthropy Peter Guay How much Life Insurance do you really need? PWL Capital 2019-03-5T22:11:35 March 5, 2019 Life insurance is a painful topic. No one likes to ponder their own death and how their family will live without them. That said, if you have a spouse and kids, you need to protect them from the possibility that you might not always be there. Personal Wealth PWL Capital Peter Guay Life Insurance: What kind should you buy? 2019-02-20T10:36:37 February 20, 2019 The insurance industry makes it very easy for us to separate ourselves from our money. If you’re not careful, you can easily find yourself with far more of the wrong type of insurance than you need. If it’s any consolation though, you will have made your insurance broker really happy. Personal Wealth PWL Capital Peter Guay Americans in Canada: How to invest? 2019-02-5T10:19:56 February 5, 2019 Are you an American living in Canada? If you are a US citizen, you have to file a US tax return every year, regardless of where you live. Personal Wealth PWL Capital Peter Guay 3 Ways to Protect Yourself From Market Fluctuations 2019-01-22T10:00:39 January 22, 2019 December was a brutal month in stock markets. Those of you living off of your portfolio are probably asking: Will my portfolio keep going down like this? It always seems like markets ride slowly and steadily upward. Personal Wealth PWL Capital Peter Guay Rent vs. Buy: A human view 2018-12-4T11:20:30 December 4, 2018 What do diets and owning a home have in common? Well, the way we struggle with diets and exercise actually says something about whether you should rent or buy your home. 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. 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Family Stewardship & Philanthropy Peter Guay How much Life Insurance do you really need? PWL Capital 2019-03-5T22:11:35 March 5, 2019 Life insurance is a painful topic. No one likes to ponder their own death and how their family will live without them. That said, if you have a spouse and kids, you need to protect them from the possibility that you might not always be there.
Personal Wealth PWL Capital Peter Guay Life Insurance: What kind should you buy? 2019-02-20T10:36:37 February 20, 2019 The insurance industry makes it very easy for us to separate ourselves from our money. If you’re not careful, you can easily find yourself with far more of the wrong type of insurance than you need. If it’s any consolation though, you will have made your insurance broker really happy.
Personal Wealth PWL Capital Peter Guay Americans in Canada: How to invest? 2019-02-5T10:19:56 February 5, 2019 Are you an American living in Canada? If you are a US citizen, you have to file a US tax return every year, regardless of where you live.
Personal Wealth PWL Capital Peter Guay 3 Ways to Protect Yourself From Market Fluctuations 2019-01-22T10:00:39 January 22, 2019 December was a brutal month in stock markets. Those of you living off of your portfolio are probably asking: Will my portfolio keep going down like this? It always seems like markets ride slowly and steadily upward.
Personal Wealth PWL Capital Peter Guay Rent vs. Buy: A human view 2018-12-4T11:20:30 December 4, 2018 What do diets and owning a home have in common? Well, the way we struggle with diets and exercise actually says something about whether you should rent or buy your home.