Peter joined PWL Capital in 2004 to learn the business from the ground up. 17 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.