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 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 Personal Wealth Peter Guay Covid-19 and the markets: Your questions answered PWL Capital 2020-04-2T14:49:24 April 2, 2020 Over the past weeks, we’ve received a number of calls and messages from clients about the sudden decline in the stock market caused by the Covid-19 pandemic. Behavioural Finance Peter Guay ETFs and the financial system remain sound in difficult times 2020-03-20T15:07:08 March 20, 2020 The sudden ratcheting up of the coronavirus crisis has made for an anxious couple of weeks on every front—health, family, work and finances—and there’s more uncertainty to come. Living in Retirement Peter Guay How to avoid the OAS clawback 2020-03-6T15:09:49 March 6, 2020 We’ve just finished the RRSP season when many Canadians make a last-minute contribution to beat the deadline for a deduction on their 2019 income taxes. Living in Retirement Peter Guay Will Ottawa’s annuity plan give retirees the peace of mind they need? 2020-02-21T10:18:37 February 21, 2020 With low interest rates, fewer defined benefit pension plans and longer life expectancies, more people than ever are concerned about outliving their savings in retirement. In fact, surveys indicate running out of money is the biggest fear of seniors, with some studies finding that many people consider it a fate worse than death itself. Personal Wealth Peter Guay Private investments: Approach with caution 2020-02-7T10:07:09 February 7, 2020 One of the biggest developments in asset management over the last decade has been the tremendous growth of investment products in private equity, venture capital, real estate and infrastructure. 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. 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 FR
Personal Wealth Peter Guay Covid-19 and the markets: Your questions answered PWL Capital 2020-04-2T14:49:24 April 2, 2020 Over the past weeks, we’ve received a number of calls and messages from clients about the sudden decline in the stock market caused by the Covid-19 pandemic.
Behavioural Finance Peter Guay ETFs and the financial system remain sound in difficult times 2020-03-20T15:07:08 March 20, 2020 The sudden ratcheting up of the coronavirus crisis has made for an anxious couple of weeks on every front—health, family, work and finances—and there’s more uncertainty to come.
Living in Retirement Peter Guay How to avoid the OAS clawback 2020-03-6T15:09:49 March 6, 2020 We’ve just finished the RRSP season when many Canadians make a last-minute contribution to beat the deadline for a deduction on their 2019 income taxes.
Living in Retirement Peter Guay Will Ottawa’s annuity plan give retirees the peace of mind they need? 2020-02-21T10:18:37 February 21, 2020 With low interest rates, fewer defined benefit pension plans and longer life expectancies, more people than ever are concerned about outliving their savings in retirement. In fact, surveys indicate running out of money is the biggest fear of seniors, with some studies finding that many people consider it a fate worse than death itself.
Personal Wealth Peter Guay Private investments: Approach with caution 2020-02-7T10:07:09 February 7, 2020 One of the biggest developments in asset management over the last decade has been the tremendous growth of investment products in private equity, venture capital, real estate and infrastructure.