Peter Guay

Lead of Quebec, Senior Wealth Advisor, Portfolio Manager, MBA, CFA

Peter Guay

Years of Experience 20+

Education & Credentials

B. Eng, Mechanical Engineering, McGill University
Executive MBA, Cornell and Queens Universities
CFA Charterholder
Registered Portfolio Manager, CIRO
Financial Planner, Institut de planification financière (IPF)

CIRO Advisor Report

What should a client expect when they first meet you?

When we meet, you’ll do most of the talking. As an advisor, I’ve learned to listen more than I speak – it’s the key to providing the personalized support and guidance clients have come to expect from us.

In your experience, what’s the best way to serve your clients?

My approach to service is simple. I take the time to understand my client’s problems and draw on all the situations I’ve encountered over the years to find the best way forward. I also use my network to the fullest extent to ensure my clients get the help they need, whether my team and I provide it or not.

What aspects of your job do you love the most?

I enjoy learning about and understanding all my client’s businesses and being a small part of their success. It’s what makes this job so enjoyable. I also love connecting good people together for their mutual benefit. I get to work with executives at the top levels of corporate Canada, tech entrepreneurs, talented artists, and so many other interesting people!

Peter Guay

Years of Experience 20+

Education & Credentials

B. Eng, Mechanical Engineering, McGill University
Executive MBA, Cornell and Queens Universities
CFA Charterholder
Registered Portfolio Manager, CIRO
Financial Planner, Institut de planification financière (IPF)

CIRO Advisor Report

What should a client expect when they first meet you?

When we meet, you’ll do most of the talking. As an advisor, I’ve learned to listen more than I speak – it’s the key to providing the personalized support and guidance clients have come to expect from us.

In your experience, what’s the best way to serve your clients?

My approach to service is simple. I take the time to understand my client’s problems and draw on all the situations I’ve encountered over the years to find the best way forward. I also use my network to the fullest extent to ensure my clients get the help they need, whether my team and I provide it or not.

What aspects of your job do you love the most?

I enjoy learning about and understanding all my client’s businesses and being a small part of their success. It’s what makes this job so enjoyable. I also love connecting good people together for their mutual benefit. I get to work with executives at the top levels of corporate Canada, tech entrepreneurs, talented artists, and so many other interesting people!

Mario Chandonnet

Lead Financial Planner & Financial Security Advisor

Mario Chandonnet

Years of Experience 30+

Education & Credentials

Certificate in Insurance and Financial Intervention, Université du Québec à Montréal
Financial Planner, Institut de planification financière (IPF)
Financial Security Advisor, AMF
Canadian Securities Course, CSI

What should a client expect when they first meet you?

I want to develop long-term business relationships with clients, and that relationship-building starts at the very first meeting. I will listen to my client’s concerns and answer their financial questions.

In your experience, what’s the best way to serve your clients?

The best way to serve clients is to listen. Finances are very personal. We discuss different issues, concerns, and aspirations to help clients develop a clear strategy to reach their financial and individual objectives.

What aspects of your job do you love the most?

Client satisfaction drives me. I want to help in any way I can, no matter the issue. Happy clients are my greatest accomplishment!

Mario Chandonnet

Years of Experience 30+

Education & Credentials

Certificate in Insurance and Financial Intervention, Université du Québec à Montréal
Financial Planner, Institut de planification financière (IPF)
Financial Security Advisor, AMF
Canadian Securities Course, CSI

What should a client expect when they first meet you?

I want to develop long-term business relationships with clients, and that relationship-building starts at the very first meeting. I will listen to my client’s concerns and answer their financial questions.

In your experience, what’s the best way to serve your clients?

The best way to serve clients is to listen. Finances are very personal. We discuss different issues, concerns, and aspirations to help clients develop a clear strategy to reach their financial and individual objectives.

What aspects of your job do you love the most?

Client satisfaction drives me. I want to help in any way I can, no matter the issue. Happy clients are my greatest accomplishment!

Shweta Shrivastava

Senior Wealth Advisor, Portfolio Manager, MBA, CIM®

Shweta Shrivastava

Years of Experience 20+

Education & Credentials

B. Eng., Mining Engineering, McGill University
Chartered Investment Manager (CIM)
MBA in Financial Services, Dalhousie University
Registered Portfolio Manager, CIRO

CIRO Advisor Report

What should a client expect when they first meet you?

When the client first meets me, they can expect the utmost professionalism. I strive to create an environment where they feel heard, respected, and valued.

In your experience, what’s the best way to serve your clients?

Based on my practical experience, I believe that actively listening to clients’ needs and wants is the most efficient way to serve them. In other words, making the extra effort to anticipate their requirements and deliver outstanding service may make a lasting impact. Furthermore, it is crucial to maintain transparency and confidence by advising clients about changes and updates. Client satisfaction is my goal!

What aspects of your job do you love the most?

The most satisfying component of my profession involves assisting clients and acquiring new skills. Making a difference in the lives of others or contributing to a greater cause can be incredibly rewarding. Knowing that my work matters is a significant motivator for me. Also, a positive workplace environment that fosters advancement, professional development, and skill improvement; it’s essential to feel valued and recognized.

Shweta Shrivastava

Years of Experience 20+

Education & Credentials

B. Eng., Mining Engineering, McGill University
Chartered Investment Manager (CIM)
MBA in Financial Services, Dalhousie University
Registered Portfolio Manager, CIRO

CIRO Advisor Report

What should a client expect when they first meet you?

When the client first meets me, they can expect the utmost professionalism. I strive to create an environment where they feel heard, respected, and valued.

In your experience, what’s the best way to serve your clients?

Based on my practical experience, I believe that actively listening to clients’ needs and wants is the most efficient way to serve them. In other words, making the extra effort to anticipate their requirements and deliver outstanding service may make a lasting impact. Furthermore, it is crucial to maintain transparency and confidence by advising clients about changes and updates. Client satisfaction is my goal!

What aspects of your job do you love the most?

The most satisfying component of my profession involves assisting clients and acquiring new skills. Making a difference in the lives of others or contributing to a greater cause can be incredibly rewarding. Knowing that my work matters is a significant motivator for me. Also, a positive workplace environment that fosters advancement, professional development, and skill improvement; it’s essential to feel valued and recognized.

Daniele Degano

Wealth Advisor, Investment Advisor, F.PI.

Daniele Degano

Years of Experience 5+

Education & Credentials

B Sc., Mathematics & Statistics, McGill University
MATL, McGill University
Financial Planner, Institut de planification financière (IPF)
Registered Representative, CIRO

CIRO Advisor Report

What should a client expect when they first meet you?

I like to start every meeting with a warm welcome and a lighthearted chat!

In your experience, what’s the best way to serve your clients?

Good advice is rooted in the ability to listen first and act second. I want to understand someone before responding to their needs.

What aspects of your job do you love the most?

I love “nerding out” over technical planning questions and finding clear solutions that make our clients feel confident and at ease. Ultimately, my goal is to deliver clear action items that help people live their best lives.

Our Team

Peter Guay

Peter Guay

What should a client expect when they first meet you?

In your experience, what’s the best way to serve your clients?

What aspects of your job do you love the most?

Peter Guay

What should a client expect when they first meet you?

In your experience, what’s the best way to serve your clients?

What aspects of your job do you love the most?

Mario Chandonnet

Mario Chandonnet

What should a client expect when they first meet you?

In your experience, what’s the best way to serve your clients?

What aspects of your job do you love the most?

Mario Chandonnet

What should a client expect when they first meet you?

In your experience, what’s the best way to serve your clients?

What aspects of your job do you love the most?

Shweta Shrivastava

Shweta Shrivastava

What should a client expect when they first meet you?

In your experience, what’s the best way to serve your clients?

What aspects of your job do you love the most?

Shweta Shrivastava

What should a client expect when they first meet you?

In your experience, what’s the best way to serve your clients?

What aspects of your job do you love the most?

Daniele Degano

Daniele Degano

What should a client expect when they first meet you?

In your experience, what’s the best way to serve your clients?

What aspects of your job do you love the most?

Daniele Degano

What should a client expect when they first meet you?

In your experience, what’s the best way to serve your clients?

What aspects of your job do you love the most?

Kevin Ligot

Kevin Ligot

Kevin Ligot

Justin Spina

Justin Spina

Justin Spina

Career Opportunities

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