Peter Guay and his 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 Peter Guay team will help you make the financial choices for your future.

Personal Wealth

Quarterly review: The rebound takes its first pause

Since March 2020, stock markets have been on a steady upward path, chalking up record gains as the world has slowly been coming to terms with the pandemic and getting it under control. So far this year the Canadian market is up 17.5%, the U.S. 14.4%1 and the rest of the world (excluding North America) is up 4.5%. These strong returns are despite a negative month of September, which was the first month in quite a while that saw stock and bond markets turn downwards.

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 Peter Guay team.
MBA, CIM®, Portfolio Manager
Shweta joined the Peter 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.
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 - PWL Capital
Team Manager & Communications
Rebecca joined the Peter Guay team in 2013. Rebecca co-ordinates communications and events for the Peter Guay team and manages all manner of administrative duties. She also performs countless specialized tasks in order to deliver an exceptional client experience.
Julia McKinnon - PWL Capital
Wealth Management Analyst
Julia joined the Peter 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 - 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
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 Peter 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.
PWL Headshot: 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 Peter Guay team in the role of Administrative Assistant. Simona brings precision, efficiency, and her positive attitude to every task she takes on.

Model Portfolio

  • Performance Conservative
    YTD Return 2.89%
    1-Year Total Return 9.10%
    3-Year Annualized Return 5.72%
    5-Year Annualized Return 5.34%
    10-Year Annualized Return 6.26%
    20-Year Annualized Return 6.06%
    Lowest 1-Year Return (03/2008-02/2009) -13.14%
    20-Year Annualized Standard Deviation 5.14%
  • Performance Cautious
    YTD Return 4.42%
    1-Year Total Return 12.39%
    3-Year Annualized Return 6.29%
    5-Year Annualized Return 6.29%
    10-Year Annualized Return 7.00%
    20-Year Annualized Return 6.35%
    Lowest 1-Year Return (03/2008-02/2009) -17.07%
    20-Year Annualized Standard Deviation 6.10%
  • Performance Balanced
    YTD Return 5.95%
    1-Year Total Return 15.78%
    3-Year Annualized Return 6.85%
    5-Year Annualized Return 7.24%
    10-Year Annualized Return 7.73%
    20-Year Annualized Return 6.62%
    Lowest 1-Year Return (03/2008-02/2009) -20.95%
    20-Year Annualized Standard Deviation 7.16%
  • Performance Assertive
    YTD Return 7.48%
    1-Year Total Return 19.27%
    3-Year Annualized Return 7.40%
    5-Year Annualized Return 8.18%
    10-Year Annualized Return 8.45%
    20-Year Annualized Return 6.86%
    Lowest 1-Year Return (03/2008-02/2009) -24.80%
    20-Year Annualized Standard Deviation 8.28%
  • Performance Aggressive
    YTD Return 9.00%
    1-Year Total Return 22.87%
    3-Year Annualized Return 7.94%
    5-Year Annualized Return 9.12%
    10-Year Annualized Return 9.16%
    20-Year Annualized Return 7.08%
    Lowest 1-Year Return (03/2008-02/2009) -28.60%
    20-Year Annualized Standard Deviation 9.46%

Recommended Resources

Who We Are

Trust. A notion too often assumed and not earned. Peter and his experienced team have earned a highly valued position of trust with families across Canada, acting as lead advisors in their financial affairs. Working with 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

Peter stands 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.

Get in touch with us


3400 de Maisonneuve Ouest
Suite 1501

Get in Touch with the Peter Guay Team

  • Peter works with clients whose household investable assets total $1 million or more.