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Daniel Carroll Email & Phone Number
Financial Planner and Co-founding Partner
at
Hudson Wealth and Trust Planning Group Inc.
1 work email found
@hudsonwealth.ca
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planner and Co-founding Partner
Location
Toronto, Ontario, Canada
Company size
Who is Daniel Carroll? Overview
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Quick answer
Daniel Carroll is listed as Financial Planner and Co-founding Partner at Hudson Wealth and Trust Planning Group Inc., a company with 6 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at hudsonwealth.ca and a matched LinkedIn profile for Daniel Carroll.
Daniel Carroll previously worked as Director at Spinal Cord Injury Ontario and Financial Security Advisor at Freedom 55 Financial. Daniel Carroll holds B.Comm., Valedictorian from Saint Mary'S University.
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Email format at Hudson Wealth and Trust Planning Group Inc.
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{first}.{last}@hudsonwealth.ca
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Profile bio
About Daniel Carroll
I specialize in helping disabled people navigate the complex world of finance. Many of my clients are survivors of personal injury or medical malpractice as well as their families. My goal is not only to help them structure their financial lives in such a way that gives them the best chance for success but to coach them such that they improve their financial knowledge, become good stewards of their assets, and shield themselves from potential financial predators.After years of seeing the challenges disabled Canadians struggle with, I have decided to take on an advocacy role at all levels of government. In this, I hope to see increased support, broader access to resources, and improved accessibility for all members of society who live with a disability. Prior to embarking on my work with disabled people, I built expertise in helping business owners and C-suite executives find ways to reduce recruiting costs by up to 40%, keep top talent within their ranks, fund buy/sell agreements, and protect their companies from the loss of key people. In some cases, this has resulted in an increase of millions in EBITDA and led to a significant acceleration in scaling. As a business owner myself, I understand how important these KPI are.I also provide consultative services to business owners and professionals in the following areas:• Risk management• Succession planning• Retirement planning• Buy/sell agreements• Shareholders agreements• Business wills and estate planning• Personal asset management and private wealth
Listed skills include Strategic Planning, Business Planning, Insurance, Market Research, and 46 others.
Current workplace
Daniel Carroll's current company
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Hudson Wealth And Trust Planning Group Inc.
8 roles · 23 years
Daniel Carroll work experience
A career timeline built from the work history available for this profile.
Director
CurrentA volunteer position on the Board of Directors, Finance committee, and OPF oversight committee.
Sep 2024 - Present
Financial Planner And Co-Founding Partner
Current- As a co-founding partner of Hudson Wealth and Trust Planning Group, I am working to create a different breed of financial services company. One where honesty, integrity, and transparency are at the very core, and where.
- Corporate structure (including professional corporations)
- Risk management
- Succession planning
- Buy/sell agreements
- Shareholders agreements
Mar 2017 - Present
Financial Security Advisor
- Freedom 55 Financial is a national brand and a division of London Life and Quadrus Investment Services.As an independent Financial Security Advisor under the Freedom 55 Financial umbrella, I provide financial planning.
- Corporate structure (including professional corporations)
- Risk management
- Succession planning
- Buy/sell agreements
- Shareholders agreements
Jan 2015 - Mar 2017
Business Development Specialist
Granite Group Of Companies
The Granite Group was comprised of a number of companies that serviced the property and casualty insurance industry. I worked in a business development capacity for a national independent adjusting company and an independent medical evaluation company.My role here was to develop strategies to diversify and grow the client base of two of the Granite Group.
Jul 2012 - Nov 2014
Structured Settlement Consultant
Henderson Structured Settlements (Granite Group)
Lead: Business DevelopmentA boutique investment brokerage offering Structured Annuities to those made vulnerable by personal injury.In addition to constructing income horizons for the injured parties, my role here was to expand the client base through innovation of the referral process. Finding new ways to increase the flow of business in such a niche.
Oct 2008 - Jul 2012
International Trade And Foreign Direct Investment Consultant (Owner)
Mondius Inc.
As an independent consultant, I provided my clients with in-depth analysis of international trade and foreign direct investment opportunities. My reports covered opportunity analysis for investments, mergers and acquisitions, joint ventures, public/private partnerships, government subsidies, etc. As well as, foreign market penetration strategies, marketing.
2004 - 2008
~4 yrs
International Trade Consultant
Trade Chile
A boutique international trade consulting firm based in Santiago, Chile, focused on developing Foreign Direct Investment in Chile in concert with the Chilean government, as well as developing foreign markets for private Chilean companies. In addition, this company helped foreign embassies develop business in Chile for companies in their respective.
2003 - 2004
~1 yr
1 education record
Daniel Carroll education
FAQ
Frequently asked questions about Daniel Carroll
Quick answers generated from the profile data available on this page.
What company does Daniel Carroll work for?
Daniel Carroll works for Hudson Wealth and Trust Planning Group Inc..
What is Daniel Carroll's role at Hudson Wealth and Trust Planning Group Inc.?
Daniel Carroll is listed as Financial Planner and Co-founding Partner at Hudson Wealth and Trust Planning Group Inc..
What is Daniel Carroll's email address?
AeroLeads has found 1 work email signal at @hudsonwealth.ca for Daniel Carroll at Hudson Wealth and Trust Planning Group Inc..
Where is Daniel Carroll based?
Daniel Carroll is based in Toronto, Ontario, Canada while working with Hudson Wealth and Trust Planning Group Inc..
What companies has Daniel Carroll worked for?
Daniel Carroll has worked for Hudson Wealth And Trust Planning Group Inc., Spinal Cord Injury Ontario, Freedom 55 Financial, Granite Group Of Companies, and Henderson Structured Settlements (Granite Group).
How can I contact Daniel Carroll?
You can use AeroLeads to view verified contact signals for Daniel Carroll at Hudson Wealth and Trust Planning Group Inc., including work email, phone, and LinkedIn data when available.
What schools did Daniel Carroll attend?
Daniel Carroll holds B.Comm., Valedictorian from Saint Mary'S University.
What skills is Daniel Carroll known for?
Daniel Carroll is listed with skills including Strategic Planning, Business Planning, Insurance, Market Research, Financial Planning, Leadership, Customer Service, and Risk Management.
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