Meet Our Team

Partners

Percy Pierre, CFP®, CLU, CHS

President
Certified Financial Planner®
Chartered Life Underwriter
Certified Health Insurance Specialist
Investment Representative

Office: 905-769-0460 ext. 701
Fax:905-769-0460
Toll Free: 888-887-6545
Email: percy.pierre@hudsonwealth.ca

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Percy Pierre is a co-founding partner and President of Hudson Wealth and Trust Planning Group Inc.

He has been in the financial services industry for 30 years – 12 years in commercial and retail banking with the Royal Bank domestic and international divisions, and 18 years as a financial security advisor and financial planner, including 11 years as Director, Business Development with Freedom 55 Financial. Prior to this, Percy owned and operated an import and distribution company in the food industry for 12 years and was CEO of Strategic Marketing Canada Ltd.

Percy is a Certified Financial Planner®, Chartered Life Underwriter, and Certified Health Insurance Specialist specializing in retirement planning, estate and trust planning, business succession planning, and planning and management for people whose financial situation has changed suddenly.

Percy is the past Professional Development Chair and current Program Chair on the Board of Directors of Advocis – The Financial Advisors Association of Canada, Greater Hamilton Chapter. He developed and taught the Certified Financial Planner® (CFP®) Internship Program to Financial Advisors over the past six years.

Outside of his professional life, Percy is an enthusiastic golfer and enjoys spending time and travelling with his family.

Practice areas:

  • Retirement planning
  • Estate and trust planning
  • Business structure and succession planning
  • Planning and management for people who have had a sudden change in their financial situation

Current licenses:

  • Mutual fund investments (issued through Quadrus Investment Services Inc.)
  • Labour sponsored investment funds (issued through Quadrus Investment Services Inc.)
  • Life insurance
  • Living benefits insurance
  • Medical-dental insurance (group and individual)
  • Mutual Funds Branch Manager

Designations/Certifications:

  • Certified Financial Planner professional (CFP®)
  • Chartered Life Underwriter (CLU)
  • Certified Health Insurance Specialist. (CHS)

Affiliations and Organizations:

Percy is a member in good standing of the following organizations:

  • Advocis (Financial Advisors Association of Canada) – Program Co-Chair on Board of Directors, Greater Hamilton
  • FPSC (Financial Planning Standards Council) – Member
  • The Institute for Advanced Financial Education – Member
  • Estate Planning Council of Mississauga – Member
  • STEP (Society of Trust and Estate Practitioners) – Affiliate member

Daniel K. Carroll, B.Comm

Vice President
Financial Security Advisor
Investment Representative

Office: 905-769-0460 ext. 700
Fax: 905-769-0460
Toll Free: 888-887-6545
Email: daniel.carroll@hudsonwealth.ca

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Daniel is a co-founding partner who has over 15 years of experience creating and executing investment strategy plans, 10 of which were spent working directly with the victims of motor vehicle accidents and medical malpractice. As such, he has a depth of understanding of the needs of the people who have endured these unfortunate events that few in the financial services industry possess.

Given his specialty in helping clients transition to a new level of wealth, Daniel’s practice has grown to include working with people who receive significant funds from divorce, estate and employment proceedings, lottery winnings, and professional athletics contracts. He has a special talent in helping guide people into their new lives after receiving large sums of money and helping them settle into a new routine. His care for and dedication to his clients and their families goes well beyond the standard professional engagement.

Prior to entering the world of personal finance, Daniel worked in the corporate finance world, specifically in international trade and business development. In this capacity, he conducted analyses and prepared recommendations in the areas of foreign direct investment, joint ventures and acquisitions, as well as market penetration and growth strategies. His clients consisted of large multinational conglomerates, foreign governments, and SMEs from across North and South America and parts of Europe. In addition, Daniel was at one point responsible for analysing and critiquing the business plans of all of Canada embassies throughout the world. He has lived and worked in four countries and is fluent in French and Spanish.

Daniel is married and is the father of two children. He is an avid outdoor enthusiast and is always seeking new challenges in canoeing, kayaking, trekking, snowshoeing, and bushcraft. He enjoys tennis, sailing, golf, and skiing, both alpine and cross country. He is an avid traveller and prefers to seek adventure and culture off the beaten path.

Daniel graduated from Saint Mary’s University in Halifax with a Bachelor of Commerce degree where he was named Valedictorian of his class.

Practice areas:

  • Planning and management for people who have had a sudden change in their financial situation; i.e. for:
    • Lottery winnings
    • Personal injury settlements
      • Including Structured Settlement design
    • Medical malpractice settlements
      • Including Structured Settlement design
    • Divorce settlements
    • Estate inheritances
    • Professional athletics contract earnings
  • Trust planning
    • Henson trusts
    • Qualified Disability Trusts (QDTs)
    • Family trusts
    • Insurance trusts
  • Business structure planning
    • International ownership and joint ventures
    • Succession planning
    • Risk management
    • Key person protection
    • C-suite retirement
  • Retirement and estate planning
    • Budgeting and savings strategies
    • RRSPs, RIFs, Annuities
    • Long-term savings
    • Tax-efficient wealth transfer strategies

Current licenses:

  • Mutual fund investments (issued through Quadrus Investment Services Inc.)
  • Labour sponsored investment funds (issued through Quadrus Investment Services Inc.)
  • Life insurance
  • Living benefits insurance
  • Medical-dental insurance (group and individual)

Maria Campanella, M.Sc.

Treasurer
Financial Security Advisor
Investment Representative

Office: 905-769-0460 ext. 702
Fax: 905-769-0460
Toll Free: 888-887-6545
Email: maria.campanella@hudsonwealth.ca

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Maria is a co-founding partner who has always had a passion for numbers. She attended McMaster University graduating with a Masters in Pure Mathematics after completing a Bachelor’s degree in Mathematics and Statistics. Maria’s studies were driven by her desire to find not only satisfactory solutions, but the most efficient one. This drive and experience has lead to her career as a financial security advisor where she specializes in developing strategies to optimize the allocation of a client’s resources. Her detail oriented nature and highly analytical mindset allows her to construct, or sometimes reconstruct, a financial security plan in a way that often sets her above the competition.

Maria’s drive to use her talents for helping families stems from an unfortunate event. Her brother was catastrophically injured in a serious car accident involving a transport truck that left him clinging to life and threw her family into upheaval. As such, her knowledge and understanding of what families go through as a result of these sorts of life-altering events has equipped her with the ability to see past what’s on the surface and address the problems at the core. Furthermore, she has a deep understanding and compassion for what families face in these kinds of situations.

The silver lining of having been through this is that Maria now comes with first-hand experience in building a new life from the ground up. She has a keen sense for what is required to get the financial train on track and to settle into a strong, responsible routine so that people can move forward with their lives. She brings a whole-family approach to financial security planning for accident victims

Maria believes it is important to explore new places and cultures to expand her knowledge, not only in the field of finance, but in many areas of life. As such, she is an avid traveller and often seeks out new, far-away destinations to experience. She also enjoys the physical and disciplinary components of studying the Japanese martial art of Aikido. All of which make Maria the keenly-focused, well-disciplined kind of person people want to handle their finances.

Practice areas:

  • Planning and management for people who have had a sudden change in their financial situation
    • Lottery winnings
    • Personal injury settlements
    • Medical malpractice settlements
    • Divorce settlements
    • Estate inheritances
    • Professional athletics contract earnings
  • Retirement and estate planning
    • Budgeting and savings strategies
    • RRSPs, RIFs, Annuities
    • Long-term savings
    • Tax-efficient wealth transfer strategies

Current licenses:

  • Mutual fund investments (issued through Quadrus Investment Services Inc.)
  • Labour sponsored investment funds (issued through Quadrus Investment Services Inc.)
  • Life insurance
  • Living benefits insurance
  • Medical-dental insurance (group and individual)

Associates

Lisa Bechard, MBA, PMP, SAFe Agilist, LSSYB

Senior Change Management Consultant
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Lisa has over 20 years experience in the corporate finance world including 10 years in the financial services, IT and Telco industries. She also founded, built, and sold her own company.

Throughout her career, Lisa has realized that one of the most difficult, and yet necessary, tasks that mature companies must address is occasionally undergoing significant change and restructuring. Having been a part of teams involved in this, Lisa has seen corporate leaders do it right and do it wrong. Her experience in these rollovers has equipped her with the skills and knowledge to become one of Ontario’s premier consultants in this area.

Lisa joined Hudson Wealth and Trust Planning Group’s business services platform in this capacity where she now produces detailed strategic plans on how to effectively manage change. Her plans provide a clear path forward on how to execute, for example, efficiency changes, new software and technology platforms roll-outs, corporate culture changes, among others.

Lisa’s most in-demand specialties include (but are not limited to):

  • FTE maximization (roll and duty redefinition)
  • Technology systems changes
  • Training plan creation and execution
  • Project planning and management
  • Operations analysis and restructuring

Lisa began her post-secondary education in the Bachelor of Commerce Program but was quickly accelerated into the MBA program at Saint Mary’s University where she graduated with her MBA degree in Finance and Marketing in less than 3 years.

Lisa is a mother and an outdoor enthusiast who enjoys travel, High Intensity Interval Training (HIIT), interior decorating, and socializing with friends.

Cathy Gardiner, CPA, CA

Chartered Professional Accountant

Sean MacDonald, CFP, CIM

Securities specialist
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“Access expert advice on stocks and bonds, and award-winning online trading, through Qtrade in alliance with London Life Insurance Company. Talk to us to find out more, or go to the brokerage services landing page at londonlife.com”

Sean MacDonald is Certified Financial Planner® (CFP®) and Chartered Investment Manager (CIM) with more than 15 years of experience in the financial services industry. He started his career at CIBC where he quickly rose to the position of Financial Advisor. Since moving on from the bank, Sean has built a practice in securities management and analysis.

Sean attended George Brown College where he received a diploma in Accounting. He subsequently obtained an honours Bachelor of Commerce degree in finance at York University.

Sean is married with two children and enjoys spending his leisure time with his family outdoors and playing soccer.

Practise areas:

  • Portfolio analysis
  • Financial analysis
  • Securities management
  • Portfolio design

Daryl Martin, CFA

Portfolio design specialist
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Daryl is a CFA Charterholder with over 15 years of industry experience. He has worked for Canada’s largest bank, as well as the country’s largest independent mutual fund company, and more recently at two Toronto-based boutique firms that focused exclusively on servicing clients with investment portfolios of at least $1 million.

With a background as both an investment analyst and registered portfolio manager, Daryl’s experience has included: working closely with clients to ensure each investment policy is tailored to their individual needs and comfort level; the vetting and selection of individual investments to satisfy the investment mandates; the implementation and reporting of those mandates; as well as ongoing client communication about the process and performance.

An avid traveler, Daryl lived in several parts of the world while growing up including in Africa, Southeast Asia, and the Middle East. He was a competitive rower in high school (Ridley College) and at the University of Victoria, where he majored in economics with a minor in psychology. Today, Daryl lives in one of the top two Londons in the world, with his wife and two daughters.

Dave Rashford

Business Development Specialist

Office: 905-769-0460
Fax: 905-769-0460
Toll Free: 888-887-6545
Email: dave.rashford@hudsonwealth.ca

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Sports has been an integral part of Dave Rashford’s life for over 40 years, first as an athlete, then as a reporter, then as a Director of Communications and On-Air Promotions at Rogers Sportsnet, and now as a Financial Security Advisor with Hudson Wealth & Trust Planning Group Inc.

Like many Canadians, Dave first started playing hockey when he was 10, and he later added baseball, football and basketball. He has said that team sports taught him about teamwork, discipline, integrity and trust.

Those attributes served Dave well as a sports reporter with Canadian Press, the Hamilton Spectator and the Burlington Post. After several years of writing, he moved into sports communications for TSN. In 1998, he transitioned to CTV where he would spearhead the most successful launch of a Canadian specialty channel with CTV Sportsnet reaching over 5 million subscribers.

Dave continued with Rogers Sportsnet for 13 years, moving from Manager to Director of Communications and On-Air Promotions. He was also named to the senior management team.

During that time, Dave had an opportunity to work with Sportsnet NHL partners, Toronto Maple Leafs, Montreal Canadiens, Ottawa Senators, Edmonton Oilers, Calgary Flames and the Vancouver Canucks.

He also worked with Sportsnet partners like the Toronto Raptors, Toronto Blue Jays, Toronto FC, Vancouver Whitecaps, National Football League, Major League Baseball, National Basketball Association, Soccer Canada, the Canadian Hockey League, Canadian Football League and Tennis Canada.

He cites working at the 2010 Winter Olympics in Vancouver as a member of the Olympic consortium as one of his career highlights.

Dave is an assistant coach on his son’s rep basketball team in Hamilton and has also coached football and soccer.

“My career has come full circle with me now joining Hudson Wealth,” said Dave. “Once again I am a member of great team, with a defined role to help athletes succeed.”

Support Team

Our support team consists of

  • Private wealth counsellor
  • Tax analyst
  • Labour and Employment Lawyer
  • Mortgage specialist
  • Insurance and living benefits specialist
  • Investment product consultant
  • Group benefits specialist – small group
  • Group benefits specialist – large group
  • Group retirement specialist