Leverage the experience of a multi-disciplinary team

Our Quebec team offers transparent, fee-based services, ensuring you get the most objective guidance and support.

Our Quebec team offers transparent, fee-based services, ensuring you get the most objective guidance and support.


A highly educated team

Our team has a deep wealth of knowledge and rigorous academic training. Our team members hold many designations, including Chartered Financial Analyst (CFA®) and Chartered Investment Management (CIM®) certifications, as well as multiple MBAs.


Experience on your side

For over 20 years, we have helped clients throughout Quebec and Canada manage their wealth with clarity, confidence, and purpose. We have the experience to develop a structure that is worth the time and cost for sustainable growth and long-term gains.


Premier service and care

Our white-glove service always ensures someone on our team is available to meet your needs, answer questions, and ensure that all aspects of your wealth management are working smoothly.

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.

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.

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.

Talk to Us

Families across Quebec and Canada trust our hands-on experience and integrated approach, ensuring their specific needs are supported at every stage in their lives.

Get in Touch
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Meet our Quebec wealth management team

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Peter Guay

 ,Portfolio Manager, Financial Planner, 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)

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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!

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Shweta Shrivastava

 ,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

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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.

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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!

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Daniele Degano

 ,Financial Planner, Investment Advisor

Daniele Degano

Years of Experience 4
Education & Credentials
  • B Sc., Mathematics & Statistics, McGill University
  • MATL, McGill University
  • Financial Planner, Institut de planification financière (IPF)
  • Registered Representative, CIRO

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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.

Serving the Community

We are proud supporters of The Depot Community Food Centre, an award-winning not-for-profit organization that helps families in need gain access to healthy food in a respectful and dignified manner. To find out how you can support this worthy cause visit online.

Have Questions?

We have the answers. Check our FAQs for common questions. If you can’t find what you’re looking for, reach out to us and we will be happy to respond.

Where is my money held?

PWL Capital is structured such that all your assets are held in accounts in your name by our carrying broker, National Bank Independent Network (NBIN). 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. The monthly account statements that you receive for each one of your accounts is mailed directly from the offices of National Bank Independent Network, without our intervention, ensuring an unbiased and audited valuation of your holdings.

Learn more about how Équipe Peter Guay and PWL Capital keep your money safe.

How is my money kept safe?

PWL Capital and its Investment Advisors are registered and regulated by the Canadian Investment Regulatory Organization (CIRO). By virtue of our registration with the CIRO, we are also subject to the oversight of the provincial regulatory bodies (e.g.: Autorité des Marchés Financiers (AMF) in Quebec or the Ontario Securities Commission (OSC) in Ontario.).

As a member of CIRO, we must comply with a series of rules and procedures governing securities transactions and portfolio management. Our firm must also undergo three regular inspections conducted by this self-regulatory organization.

Our Chief Compliance Officer (CCO) is responsible to ensure that each transaction is verified. In addition, she conducts a full audit of the accounts under our management on a quarterly basis.

Learn more about our governance and internal controls.

What is a managed Portfolio?

In managed or ‘discretionary’ accounts, your advisor is authorized to independently make investment decisions based on your overall direction and specific investment objectives. We will provide you with an Investment Policy Statement outlining the parameters of the client/broker relationship and our responsibility to act in your best interest when investing on your behalf.

PWL Capital and Équipe Peter Guay are proud to be CEFEX certified. CEFEX is an independent global assessment and certification organization that helps determine the trustworthiness of investment fiduciaries. CEFEX certification means that the organization recognizes PWL’s compliance with a defined standard of practice, and that PWL has demonstrated its adherence to the industry’s best practices and is positioned to earn the public’s trust.

Learn more about our governance and internal controls.

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