Market Research Raymond Kerzérho Are You Ready for the Next Bear Market? PWL Capital 2018-11-16T16:35:37 November 16, 2018 Almost 10 years after the 2009 stock market low, many investors are wondering whether another bear market is around the corner. Unfortunately, no one can predict the exact timing of a bear market. This being said, if you’re an investor with long-term goals, it’s in your best interest to adopt a strategic framework to guide your investment choices.
PWL News & Events PWL Capital Anthony Layton Tony’s Take: A new chapter for PWL 2018-11-16T09:00:12 November 16, 2018 We announced last month that we’ve embarked on an exciting new chapter in our history with the appointment of Brenda Bartlett to take over from me as PWL’s new CEO.
Starting Out PWL Capital Peter Guay Trailer fees: Canadian regulators are dropping the ball 2018-11-6T16:29:02 November 6, 2018 The investment industry regulators aren’t willing to stand up and require the same for your relationship with your financial advisor. That’s a problem.
Market Research PWL Capital Anthony Layton Tony’s Take: Ontario government’s DSC meddling is bad for investors 2018-11-2T09:27:55 November 2, 2018 Controversy continues to swirl around the Ontario government’s decision to torpedo a proposed ban on deferred sales charges (DSC) on mutual funds. A few weeks ago, Ontario Finance Minister Vic Fedeli shocked regulators and investor advocates alike by coming out against the ban. Not surprisingly, some big names in the mutual fund industry have cheered the decision.
Behavioural Finance PWL Capital Peter Guay Myth BUSTED: ETFs and Market Efficiency 2018-10-23T09:54:56 October 23, 2018 The Myth: Everyone is piling into ETFs, and that makes stock markets less efficient. The argument: The more people invest through indexes and ETFs, the fewer people there are scrutinizing the fundamentals of stock prices to figure out if individual stocks are cheap or expensive. That must make it easier to pick stocks, right?
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 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.
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.
