https://www.realty.truewealthadvisors.ca/tag/faith-based-financial-planning/ Recent content in faith-based-financial-planning on True Wealth Advisors Hugo -- gohugo.io en-ca Fri, 18 Apr 2025 17:54:45 +0000 https://www.realty.truewealthadvisors.ca/2025/04/turning-equity-into-impact-how-to-use-real-estate-to-fund-your-giving-goals/ Fri, 18 Apr 2025 17:54:45 +0000 https://www.realty.truewealthadvisors.ca/2025/04/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 A 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 properties. But here’s a question most people never ask: “Could the equity in my property do more than just sit there?” For faith-driven individuals, generosity is a calling—not just a nice-to-have. And as a financial planner, I’ve seen how real estate can become a powerful tool for impact when it’s aligned with your giving goals. https://www.realty.truewealthadvisors.ca/2025/04/how-demographic-shifts-are-reshaping-canadian-real-estate-a-financial-planners-guide/ Fri, 11 Apr 2025 12:00:55 +0000 https://www.realty.truewealthadvisors.ca/2025/04/how-demographic-shifts-are-reshaping-canadian-real-estate-a-financial-planners-guide/ 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 I draw from first—my real estate or my investments?” The answer? It depends on your goals, lifestyle, and long-term strategy. Here’s how to think it through from a financial planning perspective.