On this #givingTuesday we are very proud to recognize our team members for their acts of service to their communities.
Park Place Financial
Financial Services
Peterborough, ON 501 followers
Delivering excellence in growing and preserving the wealth accumulated by family business owners and professionals.
About us
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
- Website
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http://parkplacefinancial.ca/
External link for Park Place Financial
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Peterborough, ON
- Type
- Partnership
- Founded
- 2012
- Specialties
- Financial Planning, Estate Planning, Succession Planning, Risk Management, Family Enterprise Services, Comprehensive Financial Planning , Business Structuring, Wealth Preservation, Legacy Planning, Strategic Philanthropy, Family Governance , and Family Facilitation
Locations
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Primary
Get directions
845 Highway 7E
Peterborough, ON K9J 6X7, CA
Employees at Park Place Financial
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Elizabeth Teleki
President at Park Place Advisory
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Michael D'Alessandro
With over 10 years in financial, succession and business planning, I specialize in wealth growth and preservation.
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Jeff Millard
Park Place Financial and Peak Benefit Solutions
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John Foster, CFP®
Executive Sales Leader and Performance Coach
Updates
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As our team continues to grow we're #hiring a Senior Investment Advisor. More details on the role are included at the job posting below.
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Lest we forget. Artwork by our colleague Jaclyn Cross.
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KLCFDC and LAUNCH Kawartha are hosting a series of presentations for Small Business Week. Tomorrow our colleague Kimberly Callaghan from PPF Growth & People Solutions will be presenting on Optimizing the Employee Journey sharing her knowledge and expertise on best practises. Register at the link below. #smallbusinessweek
Join us for Day 3 of Small Business Week! We have an exciting lineup planned with 3 workshops throughout the day beginning with: 1. **Quickbooks Tips and Tricks:** Enhance your financial management skills with our seminar hosted by Laura Hargrave, CPA, CA. Entrepreneur in Residence at Launch Kawartha and Owner of Financially Organized. Discover the latest QuickBooks tips and updates to streamline your processes, maximize efficiency, and stay ahead of the curve. Elevate your financial organization game - register now! 2. **Session Title: Optimizing the Employee Journey:** In today's competitive business world, attracting and retaining exceptional talent is key to success. Join Kimberly Callaghan of PPF Growth & People Solutions and explore strategies for every stage of the employee journey, from recruitment to retention. Transform your business with a thoughtful approach that enhances employee satisfaction and organizational success. 3. **Session Title: The Evolution of Work in the Kawartha Lakes:** Join our Business Development Manager Corey Norman for another fantastic session beginning at 5:30 pm! Witness the evolution of businesses in the Kawartha Lakes community. From traditional industries to modern enterprises, discover how the landscape is changing. Join us for an insightful session where industry experts discuss the future of work in the city. Explore the challenges, opportunities, and resources available for employers and employees alike. Don't miss out on these informative sessions designed to help you navigate the dynamic world of small business. Secure your spot now and scan the QR codes below. #SmallBusinessWeek
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It's Small Business Week! Join us at the Kingston Chamber of Commerce Business Summit on October 24th, as Elizabeth Teleki, President, Park Place Advisory, joins the 1:30 pm panel discussion "Your business today and tomorrow, making the best business succession plan." For the full schedule of events or to register visit the link below #smallbusinessweek https://lnkd.in/gyfjpVJh
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Our colleague Jason Begg,has been the organizing force behind Queen Bees Girls Hockey League in Norwood for the past several years. As he details in his latest blog, hockey season is upon us! The main purpose of this league is to have fun, and all you need to know, including how to register, is detailed at the link below. https://lnkd.in/gHC-B5RD
Registration Now Open for Queen Bees Girls Hockey League in Norwood, Ontario
parkplacefinancial.ca
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As an annual partner at Northumberland Manufacturers Association we are very much looking forward to this event and the seminar from Kimberly Callaghan, President, PPF Growth & People Solutions. Tickets are still available through the link below.
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As our team continues to grow we are #hiring a new Wealth Advisor in Ontario. Please click on the link below to learn more.
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Congratulations to our good friends at Leahy’s Farm and Market who are celebrating their 50th Anniversary on July 27th by welcoming the community to their farm from 1 p.m. to 5 p.m, with a special ceremony at 2 pm. The afternoon will include live music, mingling, delicious hors d’oeuvres and cake. The market is located at 3267 Hwy 28, Douro-Dummer, Ontario and offers a variety of fresh produce, Leahy’s-raised beef, chicken and eggs, baked goods, gardening favourites, and local specialties such as jam, honey and maple products.
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Please join us in congratulating Pam Thompson in her new role of Vice President, Operations and Compliance. Pam has been with the company since 2012 and has made incredible contributions to our compliance programs, advisor practices, administrative development, client experience and helping us grow to where we are today. Pam’s wealth of knowledge, focus on people first and passion for white glove service, will undoubtedly continue to contribute to our growth, success and best practises in compliance.