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 Living in Retirement Peter Guay Investing lessons from the Canadian Pension Plan Investment Board annual report PWL Capital 2021-06-11T09:16:34 June 11, 2021 Globe and Mail columnist Andrew Coyne wrote a pretty tough piece recently on the lack-lustre performance and high expenses of the Canada Pension Plan Investment Board. Personal Wealth Peter Guay How to help your children buy a house 2021-05-28T01:00:25 May 28, 2021 It’s hard to avoid the topic of Canada’s real estate market these days. From the media to conversations with friends and neighbours, it seems everyone is talking about how expensive homes have become. Personal Wealth Peter Guay Buffett’s advice on how to cash in on today’s hot stock market 2021-05-13T10:10:49 May 13, 2021 Warren Buffett made his reputation as the world’s greatest investor by buying stocks and whole companies to add to his Berkshire Hathaway conglomerate, now the tenth largest company in the world by market capitalization. Personal Wealth Peter Guay Will public debt lead to rocketing inflation and interest rates? 2021-04-30T11:55:57 April 30, 2021 We’re living through quite a transformation in attitudes toward deficit spending and the accumulation of public debt. Personal Wealth Investing in 2021: Ready for the Unexpected 2021-04-13T11:59:39 April 13, 2021 This presentation was recorded on March 23, 2021. Thank you for watching! Download a PDF of the slides: Layton-Guay 2021 Luncheon Presentation 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*CityProvinceAlbertaBritish 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
Living in Retirement Peter Guay Investing lessons from the Canadian Pension Plan Investment Board annual report PWL Capital 2021-06-11T09:16:34 June 11, 2021 Globe and Mail columnist Andrew Coyne wrote a pretty tough piece recently on the lack-lustre performance and high expenses of the Canada Pension Plan Investment Board.
Personal Wealth Peter Guay How to help your children buy a house 2021-05-28T01:00:25 May 28, 2021 It’s hard to avoid the topic of Canada’s real estate market these days. From the media to conversations with friends and neighbours, it seems everyone is talking about how expensive homes have become.
Personal Wealth Peter Guay Buffett’s advice on how to cash in on today’s hot stock market 2021-05-13T10:10:49 May 13, 2021 Warren Buffett made his reputation as the world’s greatest investor by buying stocks and whole companies to add to his Berkshire Hathaway conglomerate, now the tenth largest company in the world by market capitalization.
Personal Wealth Peter Guay Will public debt lead to rocketing inflation and interest rates? 2021-04-30T11:55:57 April 30, 2021 We’re living through quite a transformation in attitudes toward deficit spending and the accumulation of public debt.
Personal Wealth Investing in 2021: Ready for the Unexpected 2021-04-13T11:59:39 April 13, 2021 This presentation was recorded on March 23, 2021. Thank you for watching! Download a PDF of the slides: Layton-Guay 2021 Luncheon Presentation