Layton-Guay Team

Tony Layton, Peter Guay and their PWL Capital team members are here to help you achieve your financial goals. Driven by an investment philosophy centered on scientific evidence with a sound strategy grounded in academic research, the Layton-Guay team will help you make the financial choices for your future.

Quote Icon>

  • 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.

    Anne Carlyle Carlyle Designs - Ottawa, ON

  • 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.

    Andrée Savoie and Mathieu Richard Adelin Properties Dieppe, New Brunswick

  • 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.

    Patrick M. Shea

  • 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.

    David and Jill McDonald

  • 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.

    Derek Burney Norton Rose

  • 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.

    Robert Murdoch Ritchie Brothers Auctioneers

  • 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.

    David McAusland McCarthy Tétrault

  • Tony and Peter bring a personal touch to a very personalized approach to wealth management in all its dimensions. They are our true partners.

    Jane Hope TAXI Canada Ltd
Arrow Left Arrow Right
    Anthony Layton - PWL Capital

    MBA, CIM®, Chairman of the Board, Portfolio Manager
    Tony is a founding partner, Chairman of the Board and Portfolio Manager at PWL 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 - PWL Capital

    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 - PWL Capital

    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 - PWL Capital

    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 - PWL Capital

    Team Manager & 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 McKinnon - PWL Capital

    Client Service Coordinator
    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 - PWL Capital

    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

    Geena Nguyen

    Portfolio Manager Assistant
    PWL Headshot: Simona Ivanovska

    Simona Ivanovska

    Administrative assistant
    Investment Industry Regulatory Organization of Canada

    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.

    Recommended Resources

      • The Passive Vs. Active Fund Monitor (2018)

        In 2018, Canadian passive funds increased their market share from 10.0% to 10.5% on the back of a positive flow of $9 billion. Meanwhile, Canadian active funds attracted $6 billion. We estimate that Canadian passive funds post a weighted average Management Expense Ratio of 0.30%, compared to a substantial 1.66% for active funds.

        Contributors

      • Great Expectations 2019

        How to estimate future stock and bond returns when creating a financial plan

        Contributors

      • A Guide to Responsible Investing – Doing Well by Doing Good

        ESG and SRI investments are becoming more prevalent in the investment universe. This document covers the three main strategies of ESG investing: passive, integration, and active. We review the implementation of each strategy, the consequences for portfolio returns, and we recommend some options for investing according to ESG.

        Contributors

      • The Passive vs. Active Fund Monitor (2018)

        This report describes the competitive landscape for passively and actively managed funds over the last twelve years in Canada and the United States.

        Contributors

      • Passive versus Active Report (2016)

        This report describes the competitive landscape for passively and actively managed funds over the last ten years in Canada and the United States.

        Contributors

      • Market Statistics – April 2019

        Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the month of April for the various Canadian, U.S. and international markets that we follow.

      • Market Statistics – March 2019

        Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the month of March for the various Canadian, U.S. and international markets that we follow.

      • Market Statistics – February 2019

        Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the month of February for the various Canadian, U.S. and international markets that we follow.

        Contributors

      • Market Statistics – January 2019

        Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the month of January for the various Canadian, U.S. and international markets that we follow.

        Contributors

      • Market Statistics – December 2018

        Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the month of December for the various Canadian, U.S. and international markets that we follow.

        Contributors
      • Market Statistics – April 2019
        Summary

        Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the month of April for the various Canadian, U.S. and international markets that we follow.

        Download Document
      • Market Statistics – March 2019
        Summary

        Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the month of March for the various Canadian, U.S. and international markets that we follow.

        Download Document
      • Market Statistics – February 2019
        Summary

        Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the month of February for the various Canadian, U.S. and international markets that we follow.

        Contributors
        Download Document
      • Market Statistics – January 2019
        Summary

        Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the month of January for the various Canadian, U.S. and international markets that we follow.

        Contributors
        Download Document
      • Market Statistics – December 2018
        Summary

        Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the month of December for the various Canadian, U.S. and international markets that we follow.

        Contributors
        Download Document

      • Playing the Winner’s Game (Swedroe, 2013)

        The instant access to unlimited information on the Internet has not improved experienced investors’ chances of having a positive investing experience. The need to rise above the noise with out busy lives has never been greater. That is where this book comes in.

      • The Behavior Gap

        As a financial planner, Carl Richards grew frustrated watching people he cared about make the same mistakes over and over with their money. They were letting emotion get in the way of making smart financial decisions. He named this phenomenon—the distance between what we should do and what we actually do— “the behavior gap.”

      • Keeping the Cottage in the Family

        A country place is a symbol of relaxation, continuity in life, and family harmony. But when the topic of ownership succession is raised, that lovely spot can be transformed into a source of stress, uncertainty and family strife.

        Contributors
      • Playing the Winner’s Game (Swedroe, 2013)
        Summary

        The instant access to unlimited information on the Internet has not improved experienced investors’ chances of having a positive investing experience. The need to rise above the noise with out busy lives has never been greater. That is where this book comes in.

        Go to Document
      • The Behavior Gap
        Summary

        As a financial planner, Carl Richards grew frustrated watching people he cared about make the same mistakes over and over with their money. They were letting emotion get in the way of making smart financial decisions. He named this phenomenon—the distance between what we should do and what we actually do— “the behavior gap.”

        Go to Document
      • Keeping the Cottage in the Family
        Summary

        A country place is a symbol of relaxation, continuity in life, and family harmony. But when the topic of ownership succession is raised, that lovely spot can be transformed into a source of stress, uncertainty and family strife.

        Contributors
        Download Document

    Our Community

    Anthony, Peter and the rest of the team are proud to support the following communities in the Montreal area

    The Depot - Le Dépôt

    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.

    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.

    Get in touch with us

    Montreal

    3400 de Maisonneuve Ouest
    Suite 1501
    Montreal
    Get Directions

    Get in Touch with the Layton-Guay Team


    • 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.
      ___________