DENISE IRWIN 

ADMINISTRATOR & HUMAN
RESOURCES 
CO-ORDIANTOR

  • Executive liaison to Terry Windrem

  • Executive client relations support

DALLAS DECARLO

DIRECTOR OF WEALTH MANAGEMENT

INVESTMENT REPRESENTATIVE

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

  • Regulatory compliance 

  • Compliance education and processes

  • Executive client liaison

 

DYLAN WADE

FINANCIAL PLANNER

  • Financial Advisor

  • Builds financial plans and recommendations

  • Fund portfolio selection and re-balancing

 

JENNY KENNEDY

CLIENT SERVICE SPECIALIST

  • Client coordination

  • Client relations and support

  • Administrative support for wealth

SUBSCRIBE

Sign up to receive Park Place Financial Management's insights on wealth planning and investing.

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.