Personal Wealth Anthony Layton Tony’s Take: Why your annual review is so important PWL Capital 2018-10-19T12:23:44 October 19, 2018 It’s been a bumpy year in the markets, and that makes it a good time to talk about the importance of sitting down for an annual review with your advisor.
Personal Wealth PWL Capital Peter Guay How ESG Investing Affects Your Investment Performance 2018-10-18T11:23:27 October 18, 2018 I’ve talked about what Environmental, Social and Governance (ESG) investing is, how to build portfolios with ESG factors, and how companies are rated. Now let’s talk about how ESG investing affects investment performance.
Market Research PWL Capital Peter Guay Do ETFs Cause Market Bubbles? 2018-10-9T10:10:11 October 9, 2018 One of the biggest myths about passive investing is that ETFs and indexing will cause stock market bubbles. The thinking is simplistic: since index funds have to buy all companies in the stock market, they have to blindly buy stocks whose prices have gone up, right? This makes stock market bubbles worse, right?
Market Research PWL Capital Peter Guay How rigorous is ESG research? 2018-10-5T11:00:45 October 5, 2018 In my previous blog post, I talked about Environmental, Social and Governance (ESG) investing, why investors are interested and the different ways to implement it in your portfolio. This naturally raises the next question: how rigorous is the ESG research and does it actually differentiate and reward good from bad behavior?
Market Research PWL Capital Anthony Layton Tony’s Take: The worst of times, the best of times 2018-10-5T10:00:17 October 5, 2018 What’s the worst month for stock market returns? If you said October, you would be wrong, but no one would blame you. Many people associate October with stock market misery because of three infamous crashes that occurred during the month—the Great Crash of 1929, the Black Monday crash of 1987 and the financial crisis crash of 2008.
Anthony Layton MBA, CIM®, CEO, Portfolio Manager Tony is a founding partner, CEO and Portfolio Manager at PWL Capital Inc. in Montreal with over 35 years of experience helping clients achieve their financial goals. He is a firm believer that conflict-free advice is the only way to properly serve Canadian investors.
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.
Shweta Shrivastava MBA, CIM, Portfolio Manager Shweta joined the Layton-Guay team in 2009. As Portfolio Manager, she is a ‘right hand’ to Tony and 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 Advisors 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 Executive Assistant & Communications Rebecca joined the Layton-Guay team in 2013. Rebecca co-ordinates communications and events for the Layton-Guay team and manages all manner of administrative duties. She also performs countless specialized tasks in order deliver an exceptional client experience.
Julia MacKinnon Administrative Assistant Julia joined the Layton-Guay team in 2016. She works closely with Peter as the first point of contact for clients and manages all account paperwork for the team. 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.
Montreal Heart Institute The Montreal Heart Institute (MHI) is the leading specialized cardiology hospital in Canada and one of the largest cardiology institutes in the world.
Nature Conservancy of Canada The Nature Conservancy of Canada (NCC) is Canada’s leading national land conservation organization.
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.
McGill Desautels Faculty of Management Founded in 1906, the Desautels Faculty of Management at McGill University is ranked as one of the world’s top international business schools by BusinessWeek, Canadian Business, Forbes, The Economist and the Financial Times.
Morgan Myatt Sailing Arielle Morgan and Heather Myatt, a 49erFX sailing team are athletes from Montreal campaigning to represent Canada in sailing at the 2016 Olympics in Rio De Janeiro, Brazil.
Kabir Centre for Arts & Culture Kabir Centre for Arts & Culture is a charitable organization incorporated in the province of Quebec.
