DIRECTOR OF WEALTH MANAGEMENT
Dallas DeCarlo, CFP is a Certified Financial Planner who prides himself on remaining on the leading edge of financial planning and wealth management industry trends, developing new products and strategies and exceeding the needs of our clients.
Dallas has over twenty years of experience in the investment industry, working in senior positions with both major Canadian banks and national investment firms. At Park Place Financial, he oversees the operation of the wealth management division and the portfolios while also practicing as a financial advisor. He is recognized for his outstanding strategic initiatives in our investment division and his ability to provide strong knowledge on emerging products and tax-deferred strategies.
Dallas is active in the community and lives in Peterborough with his wife and two children.
PAM THOMPSON, ACS, AIAA
CHIEF COMPLIANCE OFFICER
Compliance education and processes
Executive client liaison
Builds financial plans and recommendations
Fund portfolio selection and re-balancing