The Hidden Tax Implications of Real Estate in Retirement

by truewealthadvisors | Apr 25, 2025 | Retirement Planning

The Hidden Tax Implications of Real Estate in Retirement A Canadian Financial Planner’s Guide to Protecting Wealth and Planning Ahead Real estate is one of the most common ways Canadians build wealth.But as retirement approaches, many overlook one critical truth:...

Turning Equity into Impact: How to Use Real Estate to Fund Your Giving Goals

by truewealthadvisors | Apr 18, 2025 | Charitable Giving, Estate Planning

Turning Equity into Impact: How to Use Real Estate to Fund Your Giving GoalsA Financial Planner’s Perspective for Purpose-Driven Canadians Many Canadians have built significant wealth through real estate—whether through a primary residence, a cottage, or investment...

Real Estate vs. Stocks: Which Should Fund Your Retirement?

by truewealthadvisors | Apr 11, 2025 | Retirement Planning

You’ve worked hard, built wealth, and now retirement is on the horizon. You may have: A home that’s mostly or fully paid off One or more investment properties A stock portfolio in RRSPs, TFSAs, or a corporate account And now you’re asking the big question: “What...

Should You Keep the Cottage in the Family?

by truewealthadvisors | Apr 4, 2025 | Estate Planning

Should You Keep the Cottage in the Family?” A Financial and Faith-Based Look at Legacy, Costs, and Clarity Few properties carry as much emotional weight as the family cottage. It’s not just real estate—it’s the backdrop of countless memories:Summer mornings on the...

How to Know When to Sell an Investment Property in Canada

by truewealthadvisors | Mar 28, 2025 | Real Estate Investing

How to Know When to Sell an Investment Property in Canada A Financial Planner’s Guide to Timing, Taxes, and Strategy Why This Question Matters As a financial planner, I often get this question: “Should I sell one of my investment properties before I retire?” It’s a...