• Grow Your Real Estate Portfolio

  • Increase Profitability

  • Reduce Taxes

True Wealth Advisors

Certified Financial Planning Professional®️ / Mortgage Broker in Oshawa, Ontario

Offering Real Estate Financial Planning, Mortgage, Insurance and Investment Services to clients across Durham Region, Sunderland, Uxbridge, Bowmanville, Port Perry, Ajax, Oshawa, and the surrounding areas.

Contact True Wealth Advisors in Oshawa, Ontario

Book A Meeting

Investing and Growing Investment

Investing and growing your investment through real estate isn’t easy.

Too many investors that try to “wing” it end up getting burned.

  • You are worried that the real estate market is out of reach for you.
  • You already own one real estate property (your primary residence) but would like to acquire more but not sure how to do it prudently.
  • You want to know what type of real estate investment fits your life stage and finances.
  • You’re not sure if you are taking too much risk. How do you use leverage prudently?
  • You wonder if you’ll be able to retire with your current real estate portfolio and want to minimize your downside risk.

Book a meeting

Tune out the noise and confidently pursue your real estate dreams.

Schedule A Call

A Real Estate Success Story

Edward and Ashley

A Real Estate Success Story

Edward and Ashley are very busy professionals. Edward is a high income earner as a Realtor and Ashley is an IT specialist. Together they owned about three real estate properties, one was their primary residence and the other two were investment properties.

Even though they owned all these properties, they were cash poor and kept wondering why despite generating a lot of income from their primary income and investment properties, they were late on their bills and paid a lot in taxes.

We took the couple through one of our R.E.A.L (Real Estate Acquisition Lifestyle) planning programs and helped them restructure their real estate portfolio to.

  • Maximize their profit
  • Increase cash flow
  • Reduce their tax burden
  • Increase their giving to their local church and community
  • Properly structure their estate

Now, Edward and Ashley feel less stress about their finances. They are in a good position to capitalize on future market opportunities.

Edward and Ashley said they couldn’t have created —or followed—such a clear plan that was authentic to their goals and needs without the help of Seun at True Wealth Advisors.

A Stewardship Story

ebook

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Meet Seun

Welcome, I am Seun Adeyemi, a Certified Financial Planning Professional®, Mortgage Broker, and Investor, and founder of True Wealth Advisors.

I understand the hard work it requires to own, maintain, and profit from real estate. I believe you should have the clarity and confidence on how on how to do the same.

It can be daunting to execute a profitable real estate strategy and to do so consistently. We will help you sort through:

  • Investment Strategies
  • Retirement Savings
  • Cash Flow Planning
  • Insurance Planning
  • Tax Planning

Read More

Professional Affiliations

  • CFP logo
  • Certified Kingdom Advisor logo
  • Financial Planning logo

Latest Blog Posts by Oshawa Mortgage Broker

Checkout our blog page for latest updates on Mortgage services in Oshawa, ON.

  • Virtual CFO Wilmington

    Legal Ownership Vs. Beneficial Ownership

    What’s the Difference, and Why Is it Important?

    In a previous article, I talked about joint ownership in non-spouse situations, the two most common types of joint ownership, and why it’s crucial for investors to know and understand the differences. In this article, I’m going to address the difference between legal ownership and beneficial ownership because not understanding those two terms can lead to potential landmine issues when it comes to estate planning for joint owners of a property. In this article, we will focus more on ownership in non-spouse situations and ownership as tenants-in-common.

    Click Here To Read The Full Article

  • Virtual CFO Wilmington

    Legal Ownership vs. Beneficial Ownership. What’s the Difference and Why Is it Important?

    In a previous article, I talked about joint ownership in non-spouse situations, the two most common types of joint ownership, and why it’s crucial for investors to know and understand the differences. In this article, I’m going to address the difference between legal ownership and beneficial ownership because not understanding those two terms can lead to potential landmine issues when it comes to estate planning for joint owners of a property. In this article, we will focus more on ownership in non-spouse situations and ownership as tenants-in-common.

    Legal Ownership vs. Beneficial Ownership: What is the difference?

    Click Here To Read The Full Article

View all posts

Contact True Wealth Advisors

Financial Planner/ Advisor in Oshawa, ON

True Wealth Advisors offers Financial Planning, Mortgages, Insurance & Investments Services across Oshawa, ON. Give us a Call

Call Now

Contact True Wealth Advisors

Financial Planner/ Advisor in Oshawa, ON

True Wealth Advisors offers Financial Planning, Mortgages, Insurance & Investments Services across Oshawa, ON. Give us a Call

Call Now

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