TRUWealth Management & Estate Planning Group Inc

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TRUWealth Management & Estate Planning Group Inc Financial Advisor and Wealth Management. Helping you dream, plan and achieve! 💜 Let's Dream. Plan. Achieve. 💜

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At TRUWealth Management & Estate Planning Group Inc., we help individuals and families build confident financial futures through personalized wealth, retirement, and legacy planning. Based in the Durham Region, Ontario, we specialize in creating clear, strategic financial plans tailored to your goals with real advice you can trust. Whether you're downsizing, planning for retirement, navigating a life transition, or investing in your future, we're here to guide you every step of the way while giving you the knowledge you need to help you understand exactly where your money is going.

At TRUWealth, it’s always been about more than wealth. It’s about the people, the relationships, and the confidence that...
10/16/2026

At TRUWealth, it’s always been about more than wealth. It’s about the people, the relationships, and the confidence that comes from knowing you have someone in your corner. And sometimes, our clients say it best. 💜

Here are 3 signs it may be time to work with a financial advisor, in their own words:

1️⃣ You feel like just a name on a file.
"We were tired of just being a name on a client profile." - Joanna & Rudy

2️⃣ You don't have a plan to guide you.
"I had no budget and no idea how to make one." - Tammy

3️⃣ You keep waiting to "save a little more" before making a move.
"…helps us feel empowered to make big moves." - Joanna & Rudy

If any of these feel familiar, you don't have to figure it out alone. We can help you dream, plan and achieve.

📩 Send us a message or visit 🌐 bit.ly/3Njn6mD

Happy Thanksgiving from our family to yours! 🍂💜Days like today remind me what it's all for.So much of my work is about h...
10/12/2026

Happy Thanksgiving from our family to yours! 🍂💜

Days like today remind me what it's all for.

So much of my work is about helping families protect what they've built and plan for the moments that matter. And today, I get to soak up those moments with my own family, around a full table, with a full heart.

I am so grateful for them. And I am just as grateful for all of you: my clients, who trust me with your families and your futures, and our community, who have supported us every step of the way.
Wherever you're gathering today, I hope you're surrounded by the people who make life feel truly rich.

With love and gratitude,
— Trudy

When I look back on this year, what I feel most is gratitude. 💜Gratitude for the families who trust me with their goals ...
10/10/2026

When I look back on this year, what I feel most is gratitude. 💜

Gratitude for the families who trust me with their goals and their futures. For the conversations around kitchen tables and cottage decks. For the milestones, the decisions, and the relationships that have grown along the way.

To me, wealth has never been just about numbers. It’s about the life we're building for the people we love, and the people we’re fortunate enough to walk alongside.
This season, I hope you take a moment to reflect on how far you’ve come and pause to appreciate all that you’ve built.

One of the most common questions I get from clients approaching retirement:"When should I start collecting CPP?"The shor...
10/09/2026

One of the most common questions I get from clients approaching retirement:

"When should I start collecting CPP?"

The short answer? It depends. The real answer? It depends on you.

Here is what you need to know:

📌 Starting at 60: you receive a reduced monthly amount (up to 36% less), but you get it sooner
📌 Starting at 65: the standard age, full calculated benefit
📌 Waiting until 70: your benefit increases by up to 42%, which can mean significantly more over your lifetime

The right choice depends on your other income sources, your health, your tax situation, and your overall retirement plan. There is no one-size-fits-all answer and that is exactly why it matters to look at the full picture.

More and more Canadians are choosing to delay CPP, but that is not the right move for everyone. The key is making a decision that fits your plan, not following a trend.

If you are approaching this decision and want clarity, let’s talk 💜

📩 Send me a message or visit 🌐 bit.ly/3Njn6mD
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As Life Insurance Awareness Month comes to a close, I want to leave you with this:Protection is not about fear. It is no...
10/03/2026

As Life Insurance Awareness Month comes to a close, I want to leave you with this:

Protection is not about fear. It is not about expecting the worst. And it is not about having the most coverage possible.

It is about understanding what you have, and identifying what you may need. It is about making sure your protection fits within the bigger picture of your financial plan.

Your investments. Your retirement goals. Your estate plan. Your legacy. Protection is one piece of that puzzle, and when all the pieces work together, that is when you feel truly secure.

If this month made you pause and think (even for a moment) that is a good thing. That pause is where planning begins.

I am here whenever you are ready to have the conversation 💜

📩 Send me a message or visit bit.ly/3Njn6mD

People often ask me how I help, so here it is, in the simplest terms possible.I help you build a plan that fits your lif...
10/02/2026

People often ask me how I help, so here it is, in the simplest terms possible.

I help you build a plan that fits your life. Not someone else’s. Yours.

💜 Wealth Management & Retirement Planning: Whether retirement is 2 years away or 20, we work together to build and protect the wealth you have worked so hard to create.

💜 Estate & Legacy Planning: We work with Estate Professionals to ensure the people you love are taken care of in the way you want. No surprises. No confusion. Just peace of mind.

💜 Risk Protection & Insurance: Life is unpredictable. I help you prepare for what you cannot see coming, so your family is never left guessing.

💜 A Plan Built Around Your Life: Every plan we build is as unique as the person sitting across from me. No complicated terminology. No pressure. Just honest guidance you can actually understand.

As we near the end of 2026, now is a great time to make sure your financial plan is working hard for your future.

I would love to sit down with you 💜

📩 Send me a message or visit 🌐 bit.ly/3Njn6mD

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Let’s play TRU or False 💜How well do you really understand life insurance? Swipe through and see if you can spot the tru...
09/25/2026

Let’s play TRU or False 💜

How well do you really understand life insurance? Swipe through and see if you can spot the truth from the misconception.

❌ "I have coverage at work, so I’m fully covered" = FALSE. Workplace coverage is a start, but has your life changed since you signed up?

❌ "Life insurance is only for families with young children" = FALSE. It is also a powerful tool for income replacement, tax-sheltered investing, and estate planning.

❌ "I have investments, so I don’t need it" = FALSE. Investments build wealth over time. Life insurance replaces income immediately, without forcing your family to sell what you worked so hard to build.

You have worked hard to build your life. The greatest financial plans do not just focus on building wealth, they consider how to protect it.

Let’s start with a conversation 💜

📩 Send us a message or visit truwealthgroup.ca

This is what peace of mind looks like ☀️Even when you’re on vacation, your financial plan is still working for you. Your...
09/24/2026

This is what peace of mind looks like ☀️

Even when you’re on vacation, your financial plan is still working for you. Your investments are growing. Your protection is in place. Your retirement is getting closer.

That is the whole point of planning so you can actually enjoy moments like this without the worry. That is "TRU Wealth".

Vacations are not a pause from your financial life. It is proof that your plan is doing its job.

Enjoy every moment. You have earned it 💜

📩 Send us a message or visit 🌐truwealthgroup.ca

When was the last time you actually looked at your life insurance coverage? 👀If it has been a few years, think about eve...
09/21/2026

When was the last time you actually looked at your life insurance coverage? 👀

If it has been a few years, think about everything that may have changed since then.

Maybe you got married. Had children. Bought a home. Changed jobs. Started a business. Took on new debt.

Your life has evolved, but has your coverage kept up? 😊

The right amount of insurance is not about having more. It is about having enough, for where you are right now.

If you are not sure whether your current coverage still fits, let’s review it together. That is exactly why I am here 💜

📩 Send me a message or visit truwealthgroup.ca

Some of the most important financial conversations don't begin at an office.They begin on a couch.With a cup of coffee.W...
09/17/2026

Some of the most important financial conversations don't begin at an office.

They begin on a couch.
With a cup of coffee.
With someone you trust. ☕💬

Maybe it's you and your mom talking about retirement. 💵
Maybe it's you and your daughter discussing how planning today can create confidence for tomorrow. ✨
Or maybe, it's sharing your investment property vision with a friend. 🏠

The first step doesn't have to feel intimidating. It doesn't require all the answers. It simply starts with a conversation about what's possible.

When you're ready to take the next step, TRUWealth Management is here to help you move forward with clarity, confidence, and a plan designed around your goals. 💜

DM us to get in touch or visit truwealthgroup.ca

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Oshawa, ON

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Monday 8am - 7pm
Tuesday 8am - 7pm
Wednesday 8am - 7pm
Thursday 8am - 7pm
Friday 8am - 7pm
Saturday 8am - 7pm
Sunday 8am - 7pm

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