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We inspire clients to achieve their financial goals by delivering customized wealth management strategy to help grow and preserve wealth across generations. Since being founded in 2012, Park Place Financial has grown to become one of Ontario's top boutique wealth management firms. Our clients are at the heart of what we do, and we continue to take great pride in providing them with the exceptional client service expected from a small business.
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We believe in a team approach to client service, and have intentionally grown our team with a variety of expertise to best meet the needs of our clients. This means outside of our wealth management services, our clients have access to their very own thinktank with professionals in corporate structure, family governance, risk mitigation, insurance, tax legislation, customer service, and so much more across all pillars of the PPF Group.
OUR MODEL
While clients will have a primary advisor, depending on their unique needs, they may intersect with our team of specialists. Each client also has a dedicated Client Experience Specialist, providing white glove service at every encounter. We believe in regular and proactive reviews to ensure clients understand their personalized wealth strategy, help grow their comprehension of wealth management, and can provide updates on any changes in their business and family life to ensure we are optimizing taxation and help to mitigate risk every step of the way.
Advisors
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​​​Wealth Protection
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Investment Strategies
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Tax Optimization
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Pensions & Retirement Planning
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Family Business Planning
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Risk Management
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Insurance
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Corporate Structure
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Estate Planning & Legacy
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Disability & Critical Illness Benefits
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Philanthropic Gifting
Client Experience Team
Each client has a dedicated team including a Client Experience Specialist committed to providing white glove service.
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Client and case coordination
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Portfolio summaries
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Client requests
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Appointment scheduling
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Administrative execution and support
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A commitment to 24-hour response time
Client Education & Empowerment
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Net Worth Tracking Report
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Corporate Structure ​
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Tax Optimization
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Debt
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Real Estate
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Outside Factors
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Quarterly in-person reviews
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Annual deep dive
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Enhanced privacy and security
We exceed client
expectations to give an accurate
picture of net worth, taxation savings
and wealth. Through regular touchpoints and
proactive reviews, we support our clients to make
informed decisions about their net worth.
OUR PROCESS
Our commitment to excellence ensures that clients are at the heart of everything we do. This client-centered process is allowing us to identify personal and professional short-term and long-term financial goals, mitigate risk, optimize taxation, and collaborate with their team as necessary, to build a customized strategy to best meet their objectives.
AREAS OF EXPERTISE
Being a Park Place client is a true partnership where we are constantly engaged with our clients on their goals. Whatever need our client may have, we are here to identify risk, enhance opportunities, and work with them and their team to help them ensure they meet their vision of success.
WEALTH MANAGEMENT
& INVESTMENT
CORPORATE STRUCTURE
TAX
OPTIMIZATION
RISK
MITIGATION
HELPING CLIENTS TO GROW & PRESERVE WEALTH ACROSS GENERATIONS
INSURANCE
RETIREMENT
PLANNING
ESTATE
PLANNING
FAMILY BUSINESS
PLANNING
From the nuances of diversification of investment strategies, success of their business, future growth, corporate structure, help to insulate their business from risk, tax efficiencies, tax-deference strategies, retirement planning or succession plans, our team can support clients through the planning and execution process of all stages of a life and business, while educating them on best practices along the way.
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.
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In 2018, Park Place Financial merged with Terry Windrem Insurance Agencies, and Peak Benefit Solutions Inc., creating an industry-leading wealth and risk management firm. The alignment of these 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, their families, and our communities.
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In 2021, Park Place Financial expanded into the Eastern Ontario market with acquisitions in Kingston and Belleville to better serve clients in the region.
Insurance products, including segregated fund policies, are offered through Park Place Financial, and Darrell Wade, Scott William, Matthew Howell, and Hunter Chapman offer mutual funds and referral arrangements through Quadrus Investments