Client Experience
MAY ANNE JORDENS-LAFLAMME
CLIENT EXPERIENCE SPECIALIST
-
Client service for insurance and investment clients
-
Client meeting preparation and review
-
Administrative support
CANDACE CLEARY
EXECUTIVE ASSISTANT
-
Client service and administrative support for Terry Windrem and Mike D’Alessandro
-
Client meeting preparation and review
-
Client experience
Candace began her career in finances in 2015 due to an interest in supporting families in securing their financial futures. Starting as new grad in financial briefs and forensic accounting, in 2017 Candace moved into wealth management. In her support role at Park Place Financial, she enjoys being the first point of contact for clients. Candace has expertise in supporting senior leadership through investigative research, ensuring a holistic approach for planning, prepatory and execution of client needs.
Candace is constantly communicating with clients and prides herself in building and maintaining excellent relationships. She finds joy in being able to support clients, allowing her to understand their circumstances, obstacles and goals for the future. Candace lives with her young family in Peterborough, Ontario. She volunteers with a number of charitable organizations there and in her hometown of Sudbury.
DENISE IRWIN
ADMINISTRATOR & HUMAN
RESOURCES CO-ORDIANTOR
-
Executive liaison to Terry Windrem
-
Executive client relations support
MELISSA BRAIDO
CLIENT EXPERIENCE SPECIALIST
Melissa Braido is part of the Park Place Financial team based out of the Belleville office. As a Client Service Specialist, Melissa works in the group and individual space, working closely with Matthew Howell.
Melissa is a seasoned professional in the Financial Services, having held a past role as a marketing associate for multiple advisors in the Durham region. She holds her LLQP and mutual fund licensing.
In her role at Park Place Financial Melissa is a key point of contact for insurance and investment clients in ensuring information is up to date, providing reports, support for claims and a day-to-day contact for any client queries.
She is a graduate of Laurentian University from the Physical Education program with an honors in Health Promotion and attended Lakehead University to obtain her education degree.
During her free time, Melissa enjoys camping and being active with her family.
LOLA EDWARD-AJAYI
TECHNICAL INTEGRATION SPECIALIST
Lola joined our group of companies shortly after her graduation from Trent University where she studied English and Philosophy. Lola has extensive experience working with people and enjoys the challenge of a fast-paced work environment, multi-tasking and problem solving.
Currently supporting our teams as a Technical Integration Specialist, Lola recently presented at the Peak Strategies for Success Conference on Top Tips for Tech to share some best practises with guests.
Lola has a passion for healthy and active living, loves to cook and enjoys the company of her rescue tabby, Seth.
SARAH EUBANK
EXECUTIVE ASSISTANT
Sarah joined the Park Place Financial team with almost 20 years of experience in financial, compliance, regulatory affairs, and administrative roles. She enjoys the challenge of a fast-paced work environment and has passion for providing comprehensive support to energetic executives. Always learning, she is currently working to achieve her LLQP license in order to best anticipate the team's needs. Previously recognized for her initiative, organizational skills, continuous self-improvement, and never missing a deadline, Sarah takes pride in a job well done and brings that commitment to the Peterborough branch of Park Place Financial.
YVONNE YORK
CLIENT EXPERIENCE SPECIALIST
TIFFANY JACOBS
EXECUTIVE ASSISTANT
JACLYN CROSS
CLIENT EXPERIENCE SPECIALIST
As a dynamic administrative professional with a wealth of experience in the financial sector, Jaclyn Cross works directly with our Executive Assistants to provide additional client service support. She specifically assists with client requests for wealth and insurance.
Jaclyn describes herself as an inspired and connected team player, who cultivates a sense of community and gets excited about making a difference. She has volunteered with the Brain Tumour Foundation of Canada in the capacity of Brain Tumour Walk Coordinator since 2015. In 2021, she received the Volunteer of Distinction Award.
JESSICA MACKAY
CLIENT CONCIERGE
YOUR TRUSTED FINANCIAL ADVISOR
Our team of professional advisors are experts in the field and have been meticulously trained to provide you with the most up-to-date knowledge available on all aspects of personal finance. Our commitment to customer service ensures that our clients will always be treated with respect, integrity, and understanding.