Park Place Financial was co-founded by Mike D’Alessandro and Darrell Wade in 2012 with a simple mission to be known for excellence in helping grow and preserve the wealth accumulated by family business owners and entrepreneurs across multiple generations. Since its founding, Park Place has grown to become one of Peterborough’s top wealth and estate planning firms.
In 2018, Park Place Financial merged with Terry Windrem Insurance Agencies, creating an industry leading wealth and risk management firm.
The alignment of these two firms comes from a shared vision for the future that providing family enterprise services to business owners in Central Ontario will help better serve the needs of our clients and their families.
Excellence in helping grow and preserve the wealth accumulated by family business owners and entrepreneurs across multiple generations.
Park Place Financial is proudly partnered with
Peak Benefit Solutions, central Ontario’s leader in employee benefit plans. The unparalleled knowledge and guidance provided by Peak Benefit allows
Park Place clients to access their services and expertise in employee benefits, retirement and executive compensation strategies.
At Park Place Financial we are proud to share in our corporate responsibility to give back to the communities we live in. Members of our team are encouraged to serve on community foundations and boards, and corporate giving is a part of our annual planning. A sample of the associations and charities we support include
Community Futures PTBO
United Way PTBO
Kawartha Family Business Group
Kawartha Food Share