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* pwlcapital.com
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PWL Capital
PETER GUAY TEAM
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* Ideas & Insights
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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.
With over 20 years of experience, the Peter Guay team offers unbiased,
fact-based advice while building a personalized relationship with you. They
specialize in integrating their investment, tax and planning knowledge to help
you invest and plan for:
* A comfortable retirement
* The purchase and sale of family homes and cottages
* A practical approach to insurance and protecting your family
* An efficient transfer of your legacy to your children, starting with open and
productive family meetings
* Charitable giving strategies now and for your estate
* Strategies for your executive pension plan or stock options
Read more Hide
PETER GUAY
MBA, CFA, PORTFOLIO MANAGER, TEAM LEAD
Peter Guay Team
Learn more
MARIO CHANDONNET
LEAD FINANCIAL PLANNER & FINANCIAL SECURITY ADVISOR
Peter Guay Team
Learn more
SHWETA SHRIVASTAVA
MBA, CIM®, PORTFOLIO MANAGER
Peter Guay Team
Learn more
JUSTIN SPINA
SR. TAX ANALYST
Peter Guay Team
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JULIA MACKINNON
WEALTH MANAGEMENT ANALYST
Peter Guay Team
Learn more
OLIVIA DESIATNYK
WEALTH MANAGEMENT ANALYST, INVESTMENT ADVISOR
Peter Guay Team
KEVIN LIGOT
MBA, PORTFOLIO & RESEARCH ANALYST
Peter Guay Team
Learn more
KELLY MOORE
MANAGER, BUSINESS OPERATIONS
Peter Guay Team
GEENA NGUYEN
SR. TRADING ANALYST, INVESTMENT ADVISOR
Peter Guay Team
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SIMONA IVANOVSKA
CASH MANAGEMENT ADMINISTRATOR
Peter Guay Team
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REBECCA SOLYOM
HR LEAD & COMMUNICATIONS
Peter Guay Team
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ADAM PEREZ
OPERATIONS ADMINISTRATOR
Peter Guay Team
Artboard 1
IIROC AdvisorReport
Personal Wealth
Peter Guay
WHERE DO THE MARKETS GO FROM HERE?
PWL Capital
2022-05-20T09:00:00 May 20, 2022
You could be forgiven for wondering if the constant barrage of bad news we’re
hearing these days is ever going to end. Between the effects […]
Read More
Personal Wealth
Peter Guay
REASSESSING RISK IN A TIME OF HIGHER INFLATION
May 5, 2022
Personal Wealth
Personal Wealth
Peter Guay
INVESTING IN THE ENVIRONMENT: DISCUSSING SUSTAINABLE FINANCE WITH ALYSON SLATER
Apr 22, 2022
Personal Wealth
Personal Wealth
Peter Guay
CANADIAN MARKET AND VALUE PREMIUM BRIGHT SPOTS IN DIFFICULT FIRST QUARTER
Apr 8, 2022
Personal Wealth
Personal Wealth
MANAGING RISK IN AN EVOLVING ECONOMY
Mar 24, 2022
Personal Wealth
More Ideas & Insights
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.
Subscribe to our newsletter
* 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 December 31, 2021.
* Conservative
* Cautious
* Balanced
* Assertive
* Aggressive
* Performance Conservative YTD Return 0.00% 1-Year Total Return 5.86% 3-Year
Annualized Return 7.57% 5-Year Annualized Return 5.46% 10-Year Annualized
Return 6.50% 20-Year Annualized Return 6.02% Lowest 1-Year Return
(03/2008-02/2009) -13.14% 20-Year Annualized Standard Deviation 5.12%
* Performance Cautious YTD Return 0.00% 1-Year Total Return 7.96% 3-Year
Annualized Return 8.69% 5-Year Annualized Return 6.21% 10-Year Annualized
Return 7.45% 20-Year Annualized Return 6.38% Lowest 1-Year Return
(03/2008-02/2009) -17.07% 20-Year Annualized Standard Deviation 6.06%
* Performance Balanced YTD Return 0.00% 1-Year Total Return 10.07% 3-Year
Annualized Return 9.80% 5-Year Annualized Return 6.96% 10-Year Annualized
Return 8.39% 20-Year Annualized Return 6.71% Lowest 1-Year Return
(03/2008-02/2009) -20.95% 20-Year Annualized Standard Deviation 7.10%
* Performance Assertive YTD Return 0.00% 1-Year Total Return 12.18% 3-Year
Annualized Return 10.91% 5-Year Annualized Return 7.69% 10-Year Annualized
Return 9.31% 20-Year Annualized Return 7.02% Lowest 1-Year Return
(03/2008-02/2009) -24.80% 20-Year Annualized Standard Deviation 8.19%
* Performance Aggressive YTD Return 0.00% 1-Year Total Return 14.28% 3-Year
Annualized Return 12.01% 5-Year Annualized Return 8.42% 10-Year Annualized
Return 10.24% 20-Year Annualized Return 7.31% Lowest 1-Year Return
(03/2008-02/2009) -28.60% 20-Year Annualized Standard Deviation 9.33%
View Team Peter Guay Model Portfolios – December 31, 2021
MARKET STATISTICS – PETER GUAY TEAM – APRIL 2022
Published: May 2, 2022
All figures in CAD unless mentioned otherwise Looking for reliable data on
recent market performance? Here you’ll find a PDF document of the monthly
statistics […]
View Market Statistics – Peter Guay Team – April 2022
RECOMMENDED RESOURCES
I'm looking for
* White Papers
* Important Documents
* Book recommendations
* eBook
* White Papers
* Important Documents
* Book recommendations
* eBook
* * THE PASSIVE VS. ACTIVE FUND MONITOR (2021)
* THE PASSIVE VS. ACTIVE FUND MONITOR
* EXPECTED INVESTMENT RETURNS
* THE VALUE PREMIUM: FACT OR FANTASY?
* THE PASSIVE VS. ACTIVE FUND MONITOR (YEAR-END 2019)
* A GUIDE TO FIXED-INCOME INVESTING
* Evidence Based Investing
THE PASSIVE VS. ACTIVE FUND MONITOR (2021)
Published: April 13, 2022
This report describes the competitive landscape for passively and actively
managed funds from 2011 to 2020 in Canada, the United States and around
the world.
CONTRIBUTORS
*
Learn more
* Evidence Based Investing
THE PASSIVE VS. ACTIVE FUND MONITOR
Published: April 20, 2021
This report describes the competitive landscape for passively and actively
managed funds from 2011 to 2020 in Canada, the United States and around
the world.
CONTRIBUTORS
*
Learn more
* Evidence Based Investing
EXPECTED INVESTMENT RETURNS
Published: February 19, 2021
This document is intended to provide up-to-date estimates of the expected
returns of asset classes and portfolios for Canadian investors. The
methodology underlying these estimates is outlined in a separate
document1.
CONTRIBUTORS
*
Learn more
* Evidence Based Investing
THE VALUE PREMIUM: FACT OR FANTASY?
Published: November 24, 2020
The underperformance of value stocks relative to their growth counterpart
in recent years has led many investors to question whether a value premium
truly exists.
CONTRIBUTORS
*
Learn more
* Evidence Based Investing
THE PASSIVE VS. ACTIVE FUND MONITOR (YEAR-END 2019)
Published: April 15, 2020
This report describes the competitive landscape for passively and actively
managed funds since 2010 in Canada and the United States.
CONTRIBUTORS
*
Learn more
* A GUIDE TO FIXED-INCOME INVESTING
Published: December 6, 2019
Bonds and other fixed-income securities do not receive much coverage in
the media for a number of reasons.
CONTRIBUTORS
*
Learn more
* The Passive Vs. Active Fund Monitor (2021)
SUMMARY
This report describes the competitive landscape for passively and actively
managed funds from 2011 to 2020 in Canada, the United States and around
the world.
CONTRIBUTORS
*
Learn More
* The Passive Vs. Active Fund Monitor
SUMMARY
This report describes the competitive landscape for passively and actively
managed funds from 2011 to 2020 in Canada, the United States and around
the world.
CONTRIBUTORS
*
Learn More
* Expected Investment Returns
SUMMARY
This document is intended to provide up-to-date estimates of the expected
returns of asset classes and portfolios for Canadian investors. The
methodology underlying these estimates is outlined in a separate
document1.
CONTRIBUTORS
*
Learn More
* The Value Premium: Fact or Fantasy?
SUMMARY
The underperformance of value stocks relative to their growth counterpart
in recent years has led many investors to question whether a value premium
truly exists.
CONTRIBUTORS
*
Learn More
* The Passive Vs. Active Fund Monitor (Year-end 2019)
SUMMARY
This report describes the competitive landscape for passively and actively
managed funds since 2010 in Canada and the United States.
CONTRIBUTORS
*
Learn More
* A Guide to Fixed-Income Investing
SUMMARY
Bonds and other fixed-income securities do not receive much coverage in
the media for a number of reasons.
CONTRIBUTORS
*
Learn More
* * YOUR 2021 TAX RETURN – TAX REPORTING INFORMATION
* YOUR 2020 TAX RETURN – TAX REPORTING INFORMATION
* THE SAFE-KEEPING OF YOUR ASSETS
* NBIN BEST EXECUTION PUBLIC DISCLOSURE STATEMENT
* INTRODUCING/CARRYING BROKER DISCLOSURE STATEMENT
* HOW IIROC PROTECTS INVESTORS
* YOUR 2021 TAX RETURN – TAX REPORTING INFORMATION
Published: February 7, 2022
To help you complete your income tax return, the following document is an
overview of the most common Canadian tax slips.
Learn more
* YOUR 2020 TAX RETURN – TAX REPORTING INFORMATION
Published: March 1, 2021
To help you complete your income tax return, the following document is an
overview of the most common Canadian tax slips.
Learn more
* Personal Wealth
THE SAFE-KEEPING OF YOUR ASSETS
Published: October 30, 2020
PWL Capital is structured such that all your assets are held in accounts
in your name by our carrying broker, National Bank Independent Network.
When you deposit money to your accounts, the cheque is made out to NBIN,
never PWL. Any movements of funds or securities in or out of your accounts
can only be executed with your written authorization.
Learn more
* Personal Wealth
NBIN BEST EXECUTION PUBLIC DISCLOSURE STATEMENT
Published: September 4, 2018
The following are recent changes to the NBF Best Execution public
disclosure statement, which will be noted in this section for your
reference, and will be maintained for at least the next 6 months
Learn more
* Personal Wealth
INTRODUCING/CARRYING BROKER DISCLOSURE STATEMENT
Published: September 4, 2018
National Bank Independent Network (NBIN) is a division of National Bank
Financial Inc. (NBF Inc.), as well as a trademark owned by National Bank
of Canada (NBC) that is used under license by NBF Inc.
Learn more
* Personal Wealth
HOW IIROC PROTECTS INVESTORS
Published: September 4, 2018
Your advisor is providing you with this brochure so that you understand
the advantages and protections offered by investing through an
IIROC-regulated advisor and firm.
Learn more
* Your 2021 Tax Return – Tax Reporting Information
SUMMARY
To help you complete your income tax return, the following document is an
overview of the most common Canadian tax slips.
Learn More
* Your 2020 Tax Return – Tax Reporting Information
SUMMARY
To help you complete your income tax return, the following document is an
overview of the most common Canadian tax slips.
Learn More
* The Safe-Keeping of your Assets
SUMMARY
PWL Capital is structured such that all your assets are held in accounts
in your name by our carrying broker, National Bank Independent Network.
When you deposit money to your accounts, the cheque is made out to NBIN,
never PWL. Any movements of funds or securities in or out of your accounts
can only be executed with your written authorization.
Learn More
* NBIN Best Execution Public Disclosure Statement
SUMMARY
The following are recent changes to the NBF Best Execution public
disclosure statement, which will be noted in this section for your
reference, and will be maintained for at least the next 6 months
Learn More
* Introducing/carrying broker disclosure statement
SUMMARY
National Bank Independent Network (NBIN) is a division of National Bank
Financial Inc. (NBF Inc.), as well as a trademark owned by National Bank
of Canada (NBC) that is used under license by NBF Inc.
Learn More
* How IIROC Protects Investors
SUMMARY
Your advisor is providing you with this brochure so that you understand
the advantages and protections offered by investing through an
IIROC-regulated advisor and firm.
Learn More
* * WINNING THE LOSER’S GAME: TIMELESS STRATEGIES FOR SUCCESSFUL INVESTING,
EIGHTH EDITION – CHARLES ELLIS, 2021
* PLAYING THE WINNER’S GAME – LARRY SWEDROE, 2013
* THE BEHAVIOR GAP – CARL RICHARDS, 2012
* KEEPING THE COTTAGE IN THE FAMILY – ANTHONY LAYTON, 2017
* WINNING THE LOSER’S GAME: TIMELESS STRATEGIES FOR SUCCESSFUL INVESTING,
EIGHTH EDITION – CHARLES ELLIS, 2021
Published: December 13, 2021
The definitive guide to long-term investing success―fully updated to
address the realities of today’s markets Technology, information overload,
and increasing market dominance by expert investors […]
Learn more
* Personal Wealth
PLAYING THE WINNER’S GAME – LARRY SWEDROE, 2013
Published: September 17, 2018
The instant access to unlimited information on the Internet has not
improved experienced investors’ chances of having a positive investing
experience. The need to rise above the noise with out busy lives has never
been greater. That is where this book comes in.
Learn more
* THE BEHAVIOR GAP – CARL RICHARDS, 2012
Published: May 23, 2018
As a financial planner, Carl Richards grew frustrated watching people he
cared about make the same mistakes over and over with their money. They
were letting emotion get in the way of making smart financial decisions.
He named this phenomenon—the distance between what we should do and what
we actually do— “the behavior gap.”
Learn more
* Personal Wealth
KEEPING THE COTTAGE IN THE FAMILY – ANTHONY LAYTON, 2017
Published: August 20, 2017
A country place is a symbol of relaxation, continuity in life, and family
harmony. But when the topic of ownership succession is raised, that lovely
spot can be transformed into a source of stress, uncertainty and family
strife.
CONTRIBUTORS
*
Learn more
* Winning the Loser’s Game: Timeless Strategies for Successful Investing,
Eighth Edition – Charles Ellis, 2021
Learn More
* Playing the Winner’s Game – Larry Swedroe, 2013
SUMMARY
The instant access to unlimited information on the Internet has not
improved experienced investors’ chances of having a positive investing
experience. The need to rise above the noise with out busy lives has never
been greater. That is where this book comes in.
Learn More
* The Behavior Gap – Carl Richards, 2012
SUMMARY
As a financial planner, Carl Richards grew frustrated watching people he
cared about make the same mistakes over and over with their money. They
were letting emotion get in the way of making smart financial decisions.
He named this phenomenon—the distance between what we should do and what
we actually do— “the behavior gap.”
Learn More
* Keeping the Cottage in the Family – Anthony Layton, 2017
SUMMARY
A country place is a symbol of relaxation, continuity in life, and family
harmony. But when the topic of ownership succession is raised, that lovely
spot can be transformed into a source of stress, uncertainty and family
strife.
CONTRIBUTORS
*
Learn More
* * RESPONSIBLE INVESTING: PUTTING YOUR MONEY WHERE YOUR VALUES ARE
* Personal Wealth
RESPONSIBLE INVESTING: PUTTING YOUR MONEY WHERE YOUR VALUES ARE
Published: May 3, 2019
A growing number of Canadians want the way they invest their money to
align with their personal values. They want to know the companies they
invest in pay attention to the impact they have on the environment and
their employees and communities, and that they are making decisions in an
ethical manner.
CONTRIBUTORS
*
*
Learn more
* Responsible Investing: Putting Your Money Where Your Values Are
SUMMARY
A growing number of Canadians want the way they invest their money to
align with their personal values. They want to know the companies they
invest in pay attention to the impact they have on the environment and
their employees and communities, and that they are making decisions in an
ethical manner.
CONTRIBUTORS
*
*
Learn More
GET IN TOUCH WITH THE PETER GUAY TEAM
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Artboard 1
Portfolio Management and brokerage services are offered by PWL Capital Inc,
which is regulated by Investment Industry Regulatory Organization of Canada
(IIROC), and is a member of the Canadian Investor Protection Fund (CIPF).
Financial planning and insurance products are offered by PWL Advisors Inc., and
is regulated in Ontario by Financial Services Commission of Ontario (FSCO) and
in Quebec by the Autorité des marchés financiers (AMF). PWL Advisors Inc. is not
a member of CIPF.
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