Park Place Financial Inc.

Financial Services - Peterborough, ON, CA

Park Place Financial Inc. Employees
Angie Forestell

Front Office Receptionist

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Jeff Millard

Vice President Of Business Development

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Elizabeth Teleki

Chief Operating Officer

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Malcolm Pfenninger

Financial Advisor

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Andrew Sheeran

Financial Advisor

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Sean Hardy

Senior Mortgage Specialist

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Pam Thompson

Chief Compliance Officer & Client Experience Manager

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Park Place Financial Inc. Senior Management
Elizabeth Teleki

Chief Operating Officer

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Park Place Financial Inc. Details

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: 705-748-5182www.parkplacefinancial.ca

Park Place Financial Inc. logo, Park Place Financial Inc. contact details
Employees: 20 - 49
HQ: 705-775-1324
Location: Peterborough, ON, CA
Revenue: 2.5 - 5 Million
Financial Planning Estate Planning Succession Planning Risk Management Family Enterprise Services Comprehensive Financial Planning Business Structuring Wealth Preservation Legacy Planning Strategic Philanthropy Family Governance Family Facilitation
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