Personal Wealth Peter Guay What is an estate freeze and how is one used with a family trust? PWL Capital 2021-11-25T14:06:30 November 25, 2021 An estate freeze is a popular strategy used by business owners and wealthier individuals planning their estates.
Personal Wealth Peter Guay The energy crisis, ESG investing and the transition to a green economy 2021-11-10T11:27:22 November 10, 2021 The UN climate conference in Glasgow has been all over the headlines for the last two weeks. People around the world are hoping for real progress in the fight against global warming.
Personal Wealth Peter Guay How to use a family trust for income splitting 2021-10-29T11:03:20 October 29, 2021 What is a family trust? It’s an agreement to hold assets aside for someone’s benefit. A family trust can give you more options to reduce and/or delay paying taxes on your hard-earned money. Trusts are used by many Canadian business owners, professionals and wealthy families.
Personal Wealth Peter Guay Quarterly review: The rebound takes its first pause 2021-10-14T17:12:44 October 14, 2021 Since March 2020, stock markets have been on a steady upward path, chalking up record gains as the world has slowly been coming to terms with the pandemic and getting it under control. So far this year the Canadian market is up 17.5%, the U.S. 14.4%1 and the rest of the world (excluding North America) is up 4.5%. These strong returns are despite a negative month of September, which was the first month in quite a while that saw stock and bond markets turn downwards.
Personal Wealth Peter Guay What enhancements to the CPP and QPP will mean for your finances 2021-10-1T14:33:56 October 1, 2021 A surprising number of Canadians don’t have enough savings to ensure a comfortable retirement. In fact, the federal government estimates that a quarter of families are at risk of not having enough savings to maintain their current standard of living in retirement.
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.
Shweta Shrivastava MBA, CIM®, Portfolio Manager Shweta joined the Peter Guay team in 2009. As Portfolio Manager, she is a ‘right hand’ to Peter. Shweta’s experience and meticulous nature are cornerstones of the team's dedication to superior client service.
Mario Chandonnet Senior Financial Planner & Financial Security Advisor Mario joined PWL in 2000. His dedication and commitment are second only to his ability to provide clients with meticulous financial planning. He creates practical solutions to clients’ problems involving complex individual needs.
Rebecca Solyom Team Manager & Communications Rebecca joined the Peter Guay team in 2013. Rebecca co-ordinates communications and events for the Peter Guay team and manages all manner of administrative duties. She also performs countless specialized tasks in order to deliver an exceptional client experience.
Julia MacKinnon Wealth Management Analyst Julia joined the Peter Guay team in 2016. As Wealth Management Analyst, she participates in client meetings with Peter, prepares projections, and is responsible for making sure all client needs are met. Julia brings to the team an incomparable level of client service and attention to detail.
Justin Spina Tax Analyst Justin has been employed as a tax specialist at PWL Capital since 2008. His primary duties entail tax preparation, tax and financial planning, and acting as an intermediary between clients and federal/provincial tax authorities.
Geena Nguyen B.A., Portfolio Manager Assistant Geena is committed to continuing education and developing strong relationships, both professionally and personally. Geena’s next career goal is completing Financial Planner designation.
Kevin Ligot MBA, Portfolio & Research Analyst After completing his MBA with a concentration in Finance, Kevin went on to work at Crédit Agricole CIB in France for two years before relocating to Montreal. He joined the Peter Guay team in August 2020 after a short contract for PWL’s Operations Department, where his work ethic and diligence were noticed by everyone in the firm.
Simona Ivanovska Administrative assistant Simona began her journey at PWL in May 2017 as the Front Office Leader of our corporate headquarters in Montreal. In the spring of 2019, she became a full-time member of the Peter Guay team in the role of Administrative Assistant. Simona brings precision, efficiency, and her positive attitude to every task she takes on.
Market Statistics – September 2021 Published: October 5, 2021 Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the various Canadian, U.S. and international markets that we follow.
The Depot The Depot has been a collaborative community leader in food security serving a large territory centered around NDG for nearly 30 years. The Depot is a recognized Good Food Organization of Community Food Centres Canada and winner of the Agnes Higgins and Greater Montreal Community Awards.
Loyola High School Foundation Men for Others – A call to action that guides the development of all students that pass through the halls of this venerable Montreal Institution.