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Manley Financial Merges with Leading Ontario Firm

CANADA MORNING POST (TORONTO)
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Kingston, ON – Ralph, Mojsiuk, Co-Founder of Manley Financial Group, announced yesterday that the company has merged with prominent Ontario-based Park Place Financial and Peak Benefit Solutions group of companies.  Joined by Mike D’Alessandro, Co-Founder Park Place Financial and Terry Windrem, Co-Founder Peak Benefit Solutions, guests were invited to a private reception at the Isabel Bader Centre for the Performing Arts, where details of the partnership were announced. 

“We are very excited to be partnering with Peak Benefit Solutions and Park Place Financial in the region,” said Ralph Mojsiuk.   “With Manley Financial Group’s expertise servicing the public sector and Peak Benefit Solutions’ success in supporting businesses, this partnership will provide opportunities to grow the services available for new and existing benefit clients across Eastern Ontario.  Under the Park Place Financial umbrella we are also pleased to offer financial planning, insurance and wealth management, as well as business succession planning.  We are confident we will continue to best meet the needs of the organizations we service.” 

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Manley Financial Group, established in 1996, has been a well-known benefits provider in the region, being the first firm to bring benefit specialization to the area.  Many will be familiar with the team there, as Manley was instrumental in pioneering the Kingston Frontenac Lennox and Addington Public Health Workplace Wellness Network.  A prominent member of the Kingston Chamber of Commerce, Manley Financial Group actively services organizations across Kingston, Gananoque, Trenton, Napanee and Brockville.  They have also played an active role in supporting numerous non-profits in the region such as Kingston Community Health Centre, Brockville General Hospital, Development Services of Leeds & Greenville, United Way, Partners in Mission Food Bank, and so many more, over the last 25 years.  

The merger of Manley Financial Group with Peak Benefit Solutions and Park Place Financial has been underway for many months and brings a combined 120+ years of experience across the senior leadership team.  From a client perspective, contacts will remain the same and outreach is ongoing to educate clients and their employees on the new services now available to them under Peak Benefit Solutions umbrella. 

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“While we have been working with Ralph and his team here in Kingston for the past few months, it’s very nice to be here today to officially launch Park Place Financial and Peak Benefit Solutions,” said Mike D’Alessandro, CEO, Park Place Financial.  “Ralph and his team have grown an outstanding business here in Kingston and we look forward to meeting all the clients over the coming months.  We’ve already doubled our team size in the region and are committed in continuing to provide excellence in service, while also educating clients on the value-adds they now have access to under this new partnership.”

Peak Benefit Solutions Inc. was established in 2008 and have helped more than 400 clients from entrepreneurs, manufacturing, professional services, and public organizations with their comprehensive benefits planning.   Under the leadership of Chad Donnelly and Terry Windrem, Peak Benefit Solutions merged with Park Place Financial in 2018.

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Founded in 2012, by Mike D’Alessandro and Darrell Wade, Park Place Financial grew quickly to become one of Central and Eastern Ontario’s top wealth and estate planning firms.  Its mission, to be known for excellence in helping grow and preserve the wealth accumulated by family business owners and entrepreneurs across multiple generations.  In 2018, Terry Windrem Insurance Agencies joined Park Place Financial, firmly positioning the business as an industry leader in wealth and risk management. 

Together, Peak Benefit Solutions and Park Place Financial offer clients benefit and wealth management strategies that create tax saving efficiencies, as well as streamline operations for businesses. 

The post Manley Financial Merges with Leading Ontario Firm appeared first on YGK News – Your Kingston, Your News.

Source: YGK News – Your Kingston, Your News
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