Market Research Anthony Layton Tony’s Take: The growth of ETFs is all about management fees PWL Capital 2019-08-9T09:00:57 August 9, 2019 Exchange traded funds continue to grow in popularity and that’s making life difficult for Canada’s mutual fund industry. ETFs outsold mutual funds in Canada last year for the first time in a decade and the trend looks set to continue.
PWL News & Events PWL Capital Peter Guay Layton-Guay Mid-Year Update Letter to Clients 2019-07-12T11:03:40 July 12, 2019 After a difficult year-end in 2018, stock markets have sprung back in the first half of 2019, fully recovering from the decline in the previous year, and then some. As always, stock markets regularly defy the pundits and refuse to follow predictions.
Family Stewardship & Philanthropy PWL Capital Anthony Layton Tony’s Take: Preventing financial abuse of the elderly 2019-07-12T09:42:47 July 12, 2019 I’m often critical of Canada’s financial regulators, but I applaud a recent effort by the country’s securities commissions to highlight the very real and growing problem of financial abuse of the elderly.
Business Wealth PWL Capital Anthony Layton Tony’s Take: New evidence a fiduciary standard really does protect investors 2019-06-28T10:00:09 June 28, 2019 Since the founding of PWL Capital, we have adhered to the principle that our clients’ interests must come first in all our interactions and decisions.
Personal Wealth PWL Capital Peter Guay Will Ottawa’s new annuity plan give retirees the peace of mind they need? 2019-06-28T09:00:11 June 28, 2019 With low interest rates, fewer defined benefit pension plans and longer life expectancies, more people than ever are concerned about outliving their savings in retirement.
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.
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.
