Market Research Raymond Kerzérho Reach the Top PWL Capital 2021-05-6T10:29:33 May 6, 2021 How would you like to be at the top of the class with your investments? As in many other areas, standing out with your investment results requires good documentation. To do this, a good starting point is the report published by the research firm Standard and Poor’s (also known as the “SPIVA®” report or “Standard and Poor’s Index versus Active”) on the performance of actively managed mutual funds in Canada.
Personal Wealth Peter Guay Will public debt lead to rocketing inflation and interest rates? 2021-04-30T11:55:57 April 30, 2021 We’re living through quite a transformation in attitudes toward deficit spending and the accumulation of public debt.
Personal Wealth Investing in 2021: Ready for the Unexpected 2021-04-13T11:59:39 April 13, 2021 This presentation was recorded on March 23, 2021. Thank you for watching! Download a PDF of the slides: Layton-Guay 2021 Luncheon Presentation
Market Research Peter Guay The days are long, but the years are short 2021-04-1T15:39:49 April 1, 2021 “The days are long, but the years are short.” I quoted this in my market update letter of March 2020, in the heat of the pandemic induced stock market panic. And here we are, one year later already.
Market Research Raymond Kerzérho ESG Exchange Traded Funds: A few facts to help you navigate them 2021-03-24T10:10:33 March 24, 2021 The Canadian market includes 38 environmental, social and governance (ESG) or “socially responsible” ETFs. The choice is so vast that it’s hard to navigate. I offer you some information to see more clearly.
Peter Guay MBA, CFA, Portfolio Manager Peter joined PWL Capital in 2004 to learn the business from the ground up. 16 years, many designations and an MBA later, Peter is now the Leader, 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 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 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 Wealth Management Analyst Julia joined the Layton-Guay team in 2016. As Wealth Management Analyst, she participates in client meetings with Peter, prepares projections, and is responsible for making sure all client needs are met. 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.
Kevin Ligot MBA, Portfolio & Research Analyst After completing his MBA with a concentration in Finance, Kevin went on to work at Crédit Agricole CIB in France for two years before relocating to Montreal. He joined the Layton-Guay Team in August 2020 after a short contract for PWL’s Operations Department, where his work ethic and diligence were noticed by everyone in the firm.
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 – April 2021 Published: May 6, 2021 Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics 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.
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.