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

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...
Should You Keep the Cottage in the Family?

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...
Optimizing Estate Planning for Canadian Real Estate Investors: Tax & Probate Strategies

Optimizing Estate Planning for Canadian Real Estate Investors: Tax & Probate Strategies

by truewealthadvisors | Nov 27, 2023 | Estate Planning, realestateinvesting, realestateinvestingCanada, realestateinvestors, taxplanning

Optimizing Estate Planning for Canadian Real Estate Investors: Tax & Probate Strategies For investors who own multiple real estate properties, there are unique financial planning, tax and legal strategies that should be considered to ensure they can secure their...
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I’m a Certified Financial Planner® with a unique focus: I help aspiring and current real estate investors gain the financial clarity and confidence they need to create and build wealth through real estate.

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Ste 119 Firm #2010
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647-277-4888

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