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.

STRATEGIC

PARTNERSHIPS

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 Benefits allows Park Place clients to access their services and expertise in employee benefits, retirement and executive compensation strategies. 

OUR COMMITMENT

TO COMMUNITY

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

PRHC

HOPE

Venture North

MDRT Canada

PRHC Foundation

Kawartha Family Business Group

Lakefield College 

Rotary

Ice Kats
Kawartha Food Share

OUR TEAM IS GROWING

Park Place Financial is looking to grow our team with people who have a passion for excellence and who apply a high ethical standard in their work.

Prioritizing the client first, we ensure that strong, positive processes are in place to create and preserve wealth across family generations.

If you are interested in joining our team, please review the posted job descriptions and contact our Chief Operating Officer, Elizabeth Teleki at elizabeth@parkplacefinancial.ca. 

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Investment Representatives for

Quadrus Investment Services Ltd.

Mortgage referrals and insurance products, including segregated fund policies are offered through Park Place Financial Ltd., and Investment Representatives  Mike D’Alessandro and Darrell Wade, Jason Begg, Scott Willman and Dylan Wade offer mutual funds through Quadrus Investment Services Ltd.