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...
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...
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...