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Hudson Wealth and Trust Planning Group Inc..

Toronto, ON · NAICS 523930

Phone: +19057690460Format verified (CA)

Website: hudsonwealth.ca

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Trust signals

  • Online since 2017
  • Format verified (CA)

Hudson Wealth and Trust Planning Group specializes in financial planning and wealth management for high-net-worth individuals.

Hudson Wealth and Trust Planning Group Inc. is dedicated to helping clients navigate complex financial and tax challenges. Based in Toronto, the firm focuses on preserving and protecting wealth while ensuring sustainable growth that outpaces inflation. Their unique SUDDEN WEALTH SYSTEM™ is tailored for clients who have experienced sudden financial changes, such as lottery winners and professional athletes. With a commitment to unbiased financial planning and no hidden fees, Hudson Wealth prioritizes client relationships and peace of mind.

Business stage

established

Local competition

medium

Services & offerings

financial planning, wealth management, tax planning, estate planning, trust services

Who they serve

The firm primarily serves business owners, high-net-worth professionals, and individuals who have recently come into significant assets.

Ideal customer

Industry
Finance
Company size
Small to Medium Enterprises
Decision-maker role
Business Owners and Professionals
Geography
Toronto, Ontario

B2B vs B2C focus

B2B 30%B2C 70%
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Demand pattern

steady

Peak months

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Services are in demand year-round.

What sets them apart

  • SUDDEN WEALTH SYSTEM™
  • unbiased financial planning
  • focus on client relationships

Year founded

2017

Team size

Unknown

NAICS

523930

Technology

WordPressGoogle AnalyticsUses Microsoft 365