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

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...
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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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50 Richmond St E
Ste 119 Firm #2010
Oshawa, ON L1G 7C7

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647-277-4888

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