Percy Pierre, Cfp, Clu, Chs Email and Phone Number
Percy Pierre, Cfp, Clu, Chs work email
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Percy Pierre, Cfp, Clu, Chs personal email
I am the founding principal of Hudson Wealth and Trust Planning Group Inc. I am a Certified Financial Planner, Chartered Life Underwriter and Certified Health Insurance Specialist. My practice areas of specialization are: Retirement, Trust and Estate Planning, Business Succession Planning, and Sudden Wealth Management.I am the current Program Chair on the Board of the Financial Advisors Association of Canada (ADVOCIS), Great HamiltonI have over 30 years experience in the financial services industry.I also have over 12 years entrepreneurial and marketing experience as the owner and CEO of an importing and distribution company in the food industry.My affiliations include: Affiliate Member- The Society of Trust and Estate Planners (STEP); Member- The Institute for Advanced Financial Education; Member- The Financial Advisors Association of Canada (Advocis); The Financial Planning Standards Council (FPSC); Member- The Estate Planning Council of Mississauga (EPC).
Hudson Wealth And Trust Planning Group Inc.
View- Website:
- hudsonwealth.ca
- Employees:
- 3
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President And Managing PartnerHudson Wealth And Trust Planning Group Inc. May 2017 - PresentToronto, Ontario, Canada
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PresidentHudson Wealth And Trust Planning Group Inc. May 2017 - Present5575 North Service Road, Suite 500, Burlington, Ontario L7L6M1
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Founding Principal Of Hudson Wealth And Trust Planning Group Inc.Hudson Wealth And Trust Planning Group Inc. 2017 - PresentToronto, Ontario, CanadaA specialist in the following areas:- Sudden Wealth Management- Retirement Planning- Disability Finance Specialist- Trust and Estate Specialist- Trust and Estate Planning- Business Structure and Succession Planning
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Board Member And Porfessional Development ChairAdvocis (Financial Advisors Association Of Canada) Jan 2011 - PresentGreater Hamilton
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Director- Business DevelopmentFreedom 55 Financial Oct 2004 - Jun 2017 -
Financial Security AdvisorFreedom 55 Financial Jun 2004 - Jun 2017Burlington, OntarioI specialize in Wealth Management and Retirement and Estate Planning
Percy Pierre, Cfp, Clu, Chs Skills
Percy Pierre, Cfp, Clu, Chs Education Details
Frequently Asked Questions about Percy Pierre, Cfp, Clu, Chs
What company does Percy Pierre, Cfp, Clu, Chs work for?
Percy Pierre, Cfp, Clu, Chs works for Hudson Wealth And Trust Planning Group Inc.
What is Percy Pierre, Cfp, Clu, Chs's role at the current company?
Percy Pierre, Cfp, Clu, Chs's current role is President and Managing Partner of Hudson Wealth and Trust Planning Group Inc..
What is Percy Pierre, Cfp, Clu, Chs's email address?
Percy Pierre, Cfp, Clu, Chs's email address is pe****@****ial.com
What schools did Percy Pierre, Cfp, Clu, Chs attend?
Percy Pierre, Cfp, Clu, Chs attended Presentation College.
What skills is Percy Pierre, Cfp, Clu, Chs known for?
Percy Pierre, Cfp, Clu, Chs has skills like Business Planning, Insurance, Retirement, Business Development, Critical Illness, Marketing, Entrepreneurship, Investments, Business Strategy, Leadership, Wealth Management, Finance.
Who are Percy Pierre, Cfp, Clu, Chs's colleagues?
Percy Pierre, Cfp, Clu, Chs's colleagues are Maria Campanella.
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