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Park Place Financial Ltd.

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Peterborough, Canada

parkplacefinancial.ca
Financial planner· Financial Services

Park Place Financial Ltd. Reviews | Rating 5 out of 5 stars (5 reviews)

Park Place Financial Ltd. is located in Peterborough, Canada on 845 Hwy 7. Park Place Financial Ltd. is rated 5 out of 5 in the category financial planner in Canada. At Park Place Financial we preserve and grow the wealth of families, family businesses and entrepreneurs. Using our multidisciplinary approach to financial planning, we create comprehensive financial plans tailored to help you achieve your goals. Our goal is to provide CLARITY, add PERSPECTIVE and offer CHOICE. Our focus is to provide you with a financial plan for your future. Your plan will include strategies to help you grow your investments and protect your assets, while helping you reduce taxes. We are steadfast in our commitment to providing clients with greater extended family enterprise services. Since its founding, Park Place has grown to become one of Central Ontario's top wealth and estate planning firms. Phone: 705-748-5182 www.parkplacefinancial.ca

Address

845 Hwy 7

Phone

+1 7057485182

Company size

11-50 employees

Headquarters

Peterborough, ON

Founded

2012

Amenities

Toilets

Accessibility

Wheelchair-accessible toilet

Open hours

...
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Calvin Newman

Jason Begg is a true professional and gives great service. After hearing of my sister's cancer, he reached out to make sure we applied for the premium waiver. Thanks Jason for being so thoughtful.

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Mitch Cleary

I have been working with Dylan from Park Place Financial in handling the RESP accounts for our family. From the first time I met Dylan, it was evident that he cared deeply about what he was doing, and that he was going beyond the 9-5 hours in terms of staying up to date with the financial markets, and the best ways to take care of his clients. He stayed late to help me finish my first application, was excellent with follow up in getting the accounts completed, and has always been cordial and knowledgeable every time I have had questions for him since the accounts have been set up. A great service I am happy to recommend.

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Paul Teleki

My experiences have been incredible with Mike and his team of leading edge advisors. The team at Park Place Financial has prepared me for the future, and even in difficult economic times have brought me out on top. Thanks to their advice and direction I have secured financial security for my family. Thanks to the team and Mike D'Allessandro!

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Adam

Terry Windrem and his team have given me excellent advice on both the investing and life. A good friend and even better adviser.

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Peter Andreana

Darrell Wade and the entire team at Farm Life Financial and Park Place Financial are the true epitome of professionals and are true experts in their field. As an advisor myself, I can easily distinguish between advisors and know this team is among the very best in the industry! If you are a client, you are in great hands with people who truly care about YOUR success!

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