Behavioural Finance Peter Guay Tune out the gurus: A New Year’s resolution you should stick to PWL Capital 2020-01-10T09:00:43 January 10, 2020 By this point in January, it’s a safe bet that many New Year’s resolutions have already been broken. Change is never easy and using the dawn of a new year, or a new decade, as motivation doesn’t seem to help much. Temptation derails us in so many subtle ways!
Business Wealth Peter Guay What you can learn from the world’s largest sovereign investment fund 2019-12-13T09:00:46 December 13, 2019 I came across an interesting article recently about the Norwegian Oil Fund, the largest sovereign wealth fund on the planet. The Norwegians certainly showed admirable foresight in setting up the fund after oil was discovered in the North Sea in 1969, according to the article, which summarizes a talk given by Anton Mork, an economics professor at the Norwegian University of Science and Technology.
Market Research Raymond Kerzérho Is Factor Investing Active Management in Disguise? 2019-12-9T15:45:31 December 9, 2019 There seems to be confusion, among the public in general but also among professionals, about what smart beta (or “factor”) funds really are. Are they passive? Are they active?
Advanced Investing Peter Guay Maximizing returns with smart passive investing 2019-11-15T09:22:00 November 15, 2019 The article, Passive vs. Active: Nothing to fear but fear itself, debunked the idea that the huge and growing popularity of passive investing is making markets less efficient and creating the conditions for a crash.
Market Research Peter Guay Why the smart move is to stay invested 2019-11-1T09:32:19 November 1, 2019 It may be bad memories from last October coming to the surface, but I’ve been sensing more nervousness about the stock market in recent weeks. You’ll recall the markets went through a bad patch around this time in 2018, with the S&P/TSX Composite down 6.3% in October and another 5.4% in December. South of the border, the S&P 500 plunged 6.8% in October and 9% in December.
Anthony Layton 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 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 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 to deliver an exceptional client experience.
Julia MacKinnon 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 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.
Cole Ellicott B.Comm, Wealth Management Analyst Cole joined the Layton-Guay team in 2019. His main tasks are supporting Tony and Peter in client meetings and ensuring efficient and pleasant delivery of our service. Cole works closely with our clients to make certain that their needs are being met and their expectations are surpassed in true PWL fashion.
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 Layton-Guay team in the role of Administrative Assistant. Simona brings precision, efficiency, and her positive attitude to every task she takes on.
Market Statistics – December 2019 Published: January 8, 2020 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.
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.
