Peter Guay and his team are here to help you achieve your financial goals. Driven by an investment philosophy grounded in academic research, the Peter Guay team will help you make the best financial choices for your future.

Client Relations

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    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 Peter Guay 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 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.

    Peter and the team are proud to support this important organization in the Montreal area

    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.

    Model Portfolios

    For illustration purposes only. Actual client portfolios may be different.  As of June 30, 2022.

    • Performance Conservative
      YTD Return -9.98%
      1-Year Total Return -7.67%
      3-Year Annualized Return 1.25%
      5-Year Annualized Return 2.40%
      10-Year Annualized Return 4.52%
      20-Year Annualized Return 4.95%
      Lowest 1-Year Return (03/2008-02/2009) -13.14%
      20-Year Annualized Standard Deviation 4.70%
    • Performance Cautious
      YTD Return -10.75%
      1-Year Total Return -7.96%
      3-Year Annualized Return 1.90%
      5-Year Annualized Return 2.91%
      10-Year Annualized Return 5.42%
      20-Year Annualized Return 5.38%
      Lowest 1-Year Return (03/2008-02/2009) -17.07%
      20-Year Annualized Standard Deviation 5.76%
    • Performance Balanced
      YTD Return -11.52%
      1-Year Total Return -8.27%
      3-Year Annualized Return 2.51%
      5-Year Annualized Return 3.42%
      10-Year Annualized Return 6.30%
      20-Year Annualized Return 5.79%
      Lowest 1-Year Return (03/2008-02/2009) -20.95%
      20-Year Annualized Standard Deviation 6.89%
    • Performance Assertive
      YTD Return -12.29%
      1-Year Total Return -8.60%
      3-Year Annualized Return 3.11%
      5-Year Annualized Return 3.91%
      10-Year Annualized Return 7.18%
      20-Year Annualized Return 6.16%
      Lowest 1-Year Return (03/2008-02/2009) -24.80%
      20-Year Annualized Standard Deviation 8.06%
    • Performance Aggressive
      YTD Return -13.06%
      1-Year Total Return -8.95%
      3-Year Annualized Return 3.69%
      5-Year Annualized Return 4.39%
      10-Year Annualized Return 8.04%
      20-Year Annualized Return 6.51%
      Lowest 1-Year Return (03/2008-02/2009) -28.60%
      20-Year Annualized Standard Deviation 9.27%

    Recommended Resources

    Get in Touch with the Peter Guay Team


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

    Peter Guay Team

    3400 de Maisonneuve Ouest
    Suite 1501
    Montreal