About

About Us

Hudson Wealth and Trust Planning Group is a full-service financial planning company that services Ontario. We are unbiased and transparent in all that we do, and we put people, not money, at the heart of every plan we create.

Our areas of specialty include: financial planning and money management for people who have suffered personal injury or medical malpractice; retirement, estate and trust planning; business risk management, succession planning, compensation analysis and change management analysis.

We also help business owners attract and retain talent by helping build competitive compensation packages through group offerings and “golden incentive packages.”

Vision

Our vision is to be the most respected and trusted wealth, estate and trust planning firm in Ontario.

Mission

Our mission is to build long-term relationships with our clients and encourage them to achieve financial independence and security by promoting financial literacy and focusing on what is important to them and their families now and in the future.

Values

Leadership

We lead the way in providing wealth as well as engender a spirit of innovation, entrepreneurship and creativity in our people.

Excellence

We deliver unparalleled value to each other and to our clients by being the gold standard in service and advice.

Trust and Transparency

We stand behind what we say and do. We know that trust must be earned continually, and we are committed to transparency in our financial disclosures.

Integrity

We commit without exception, to putting the interest of our clients first at all times. We uphold the highest standards of integrity in all our actions and deliver on our promises.