CLARITY | PERSPECTIVE | CHOICE

Peterborough Office457 Water St. | Peterborough, ON | K9H 3M2

p. (705) 775 1324 f. (705) 775 1327

CLARITY | PERSPECTIVE | CHOICE

Port Perry Office204 Casmir St. | Port Perry, ON | L9L 1B7

p. (905) 809 6665 f. (905) 982 2149

CLARITY | PERSPECTIVE | CHOICE

We inspire clients to achieve their financial goals by delivering the best personalized and specialized service to create and preserve wealth across

family generations.

MissionWe create CLARITY for our clients to build wealth and make the best use of their financial resources

We provide strategic PERSPECTIVES to wealth management through our multi-disciplinary approach to financial planning

By putting individual and family harmony first, we offer client-centred CHOICES to grow, protect, preserve and transfer wealth

At Park Place Financial our advisors value deep, lasting relationships with our clients that allow them to truly serve their best interests. We are not only there

to prepare a plan, but we are there to make sure that your plan is successful, and that your financial goals become realities.

Is to make the best use of your financial resources should you live too long, die too soon, or get sick and disabled along the way…

Our Goal

Let’s build it!Success starts with a plan...

Helping you Achieve Your Goals

1 Discovery• Explain our process

• Clarify your current situation

• Understand your challenges

• Collect financial facts

2

Build Your Plan

• Our team analyzes your goals

• Prepare options and recommendations

• Consult with in-house specialists

3Implement Your Plan

• Client formally selects and authorizes financial plan

• Implement recommendations

• Service agreement

4Review Meeting

• Review Plan and objectives

• Provide plan summary

• Review process and new opportunities

• Can you see a fit between park place and others?

Strategic PlanningFor high net-worth clients

Tax

Tax

TaxTax

Tax

Tax

Tax

Tax

Risk Management

Retirement Plan

Strategic Diversification

Estate Planning

Legacy

Business LiquiditySuccessionRetirement

Partnership Wind-Up

Non-Registered Fixed Asset EfficiencyFee EfficiencyTax Efficiency

Estate ProtectionLocked-In Gains

Creditor ProtectionCompetitive Gross Returns

On, or Off Balance Sheet Investments

Estate EqualizationFamily Succession in a Corporation

Multiple Properties in an EstateValuable Assets (Financial or Emotional)

Future Tax LiabilityBusiness Share Disposition

Estate Probate

Legacy & PhilanthropyIndividual Controlled vs. Government Controlled

ImpactfulLeveraged Dollars

Top 5 Financial Challenges ofWealthy Families

& Family Businesses

When you place your trust in Park Place Financial Inc., you can count on personalized service from your financial advisor. But, it doesn’t end there. You’ll also have access to a team of wealth and risk management specialists who are dedicated to helping you achieve your goals.

Outside of our internal team, we also work with your accounting and legal advisors to collaborate and piece together your plan, ensuring you reach your goals as efficiently as possible.

This team approach helps to ensure that you get the right combination of personalized attention along with specialized expertise to effectively manage and protect your assets.

Team Approach Our Team Includes:

Tax Specialist

Disability Specialist

Critical Illness Specialist

Benefits Specialist

Investment Specialist

Insurance Specialist

Actuary