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OUR HISTORY

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. 

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Excellence in helping grow and preserve the wealth accumulated by family business owners and entrepreneurs across multiple generations.

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OUR COMMITMENT TO YOU

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.

Strengthening ties and forging a unified direction, Park Place Financial was created to enable seamless and trusted financial service for clients and their families. 

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We work closely with family business owners and entrepreneurs to ensure their hard-earned wealth is carefully nurtured and sustained, creating a legacy that spans generations.

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