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Financial services that see the whole picture

Work with an experienced team that understands your unique needs for portfolio management, financial planning, and tax strategies.

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Équipe Peter Guay

We're partners in your success.

We aim to build long-lasting client relationships based on research-backed guidance, clear communication, and unwavering trust. Our transparent fee-based structure ensures you’re always getting objective advice from a team committed to your success.

Meet our Team

We aim to build long-lasting client relationships based on research-backed guidance, clear communication, and unwavering trust. Our transparent fee-based structure ensures you’re always getting objective advice from a team committed to your success.

Giving you simplified, streamlined solutions

Our comprehensive services consider your financial well-being alongside your aspirations. Together, we’ll find the best solutions to optimize your finances and maximize your impact.

ESG Portfolio

Portfolio Management

We develop robust portfolios with reliable returns based on rigorous academic research and a deep understanding of the ways capital markets function.

  • Develop an investment plan driven by your cash flow needs and risk tolerance.
  • Build a portfolio based on insights from peer-reviewed academic research, not the conflicted advice from Wall Street or Bay Street.
  • Manage your portfolio with cost control and a clear purpose.
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Family Trust

Financial Planning

From retirement and estate planning to insurance, our comprehensive approach ensures that your finances are managed with the utmost attention and care.

  • Get a thorough projection of your future cash flows and the evolution of your assets.
  • Provide advice and support for drafting wills, powers of attorney, and estate documents as you work with your lawyer and notary.
  • Review your insurance needs to stay protected in the most cost-effective way.
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Capital Gains Strategy

Tax Planning

True wealth management requires a coordinated strategy. Our team collaborates with your accountant, lawyer, and other relevant professionals to streamline administration and improve tax efficiencies.

  • Get a second set of eyes to help leverage tax-saving opportunities.
  • Simplify your annual tax filing by letting us send your portfolio-related tax documents straight to your accountant.
  • Keep more of your hard-earned money, knowing everything is properly filed.
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Talk to Us

Partner with experienced advisors dedicated to your success. Reach out to find out how we can help.

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We understand your true value.

Many wealthy families and professionals struggle to find advisors who can handle their complex finances. Our comprehensive service ensures support for you and your loved ones at every life stage.

For over 25 years, Équipe Peter Guay has offered expert advice and tailored solutions to grow, protect, and manage your wealth, specific to your needs and personal goals.

Get in touch

Many wealthy families and professionals struggle to find advisors who can handle their complex finances. Our comprehensive service ensures support for you and your loved ones at every life stage.

For over 25 years, Équipe Peter Guay has offered expert advice and tailored solutions to grow, protect, and manage your wealth, specific to your needs and personal goals.

We don't sell products.

Our transparent fee structure reflects our straightforward approach to financial services.

We don't rely on trends.

Our investment strategies are based on rigorous academic research for sustainable growth.

We go beyond portfolios.

Our global approach includes tax and estate planning to secure your wealth now and in the future.

We're more than financial advisors.

Our diverse expertise delivers sophisticated and concise insights to give you financial clarity and direction.

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