WEALTH MANAGEMENT
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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We believe in the power of financial planning over multiple generations – which is why we strive to create plans tailored not just for your own personal circumstances but also those of any children or grandchildren who may benefit from this foresight. At Park Place Financial, we make sure your family’s future is taken care of no matter what life
brings - giving you greater peace of mind for years to come.
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 investments not 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.
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Whether you are a seasoned investor or just beginning your financial journey, our team of experts has the knowledge and experience to help with diversifying your portfolio. By allocating assets across different categories, we can assist in increasing potential returns while mitigating risk. Moreover, thanks to detailed insights into Canadian finance regulations, we make sure that every portfolio is personalized according to its owner's goals - granting them peace of mind whenever needed.
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SCOPE OF
OFFERING
Our product offering includes:
MUTUAL FUNDS
SEGREGATED FUNDS
INSURANCE
ALTERNATIVE INVESTMENT SOLUTIONS