Responsibly managing your money begins with understanding your current situation, identifying your goals and objectives and developing a customized plan to help you achieve your goals. 

 

At Park Place Financial we begin by learning about your current situation and asking key questions to determine your risk tolerance. We then take what we have learned through our discovery and design a portfolio tailored to your specific needs. We come to the table with options. We provide several recommendations and work with you to choose the one that fits you best and we implement the decisions you make and continually monitor the performance of your investments.

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A Personal Pension Plan is a Canadian tax-savings solution for business owners and incorporated professionals looking for a better way of saving for their retirement. As compared to an RRSP, the pension solution allows up to 60% greater tax-deferred compounding until the individual retires.

Understanding Personal Pension Plans

We provide several recommendations and work with you to choose the one that fits you best and we implement the decisions you make and continually monitor the performance of your investments.

We Come to the Table
with Options

 

INVESTING GUIDING PRINCIPLES

SUITABILITY

No two investors are alike. We aim to provide our clients with the most suitable investment strategies for their individual comfort with risk.

FLEXIBILTY

Your money shouldn’t be tied to one strategy. Our team will carefully select a diverse range of investments, based on your personal investment goals. 

DIFFERENTIATE

We design our portfolios by using a selection of investmentsnot held in typical index funds. 

CAPITAL PRESERVATION

As a business owner, professional or high net worth investor, you have worked hard for your money. Our purpose is to help preserve and grow your capital efficiently, while helping you achieve your investment goals.

"TIME IN" VS. TIMING

You may have heard the saying “time in the market beats timing the market”. Did you know you that if you missed the best 25 days of the last 11,620 (40 yrs), you would have cut your annual return in half?

 

INVESTING STRATEGY

& ASSET ALLOCATION

Our approach allows for diversification of the assets in your portfolio to lower its volatility. Diversifying or dividing assets among different asset categories helps to minimize your risk while increasing your potential gains. 

SCOPE OF

OFFERING

Our product offering includes:

 

MUTUAL FUNDS

SEGREGATED FUNDS

INSURANCE

ALTERNATIVE INVESTMENT SOLUTIONS

 

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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.