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TRUWealth Management & Estate Planning Group Inc

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Oshawa, ON
TRUWealth Management & Estate Planning Group Inc

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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.

11/02/2026

Our website has a new look! 💜

We have refreshed truwealthgroup.ca to make it simpler and easier for you to learn about how we work, explore our services, and get in touch whenever you are ready to start the conversation.

Same trusted planning and the same personal approach you know, just with a brand new home online.

Whether you are planning for retirement, thinking about your legacy, or simply looking for more clarity about your financial future, you will find it all in one place.

Check out the new look at:

🌐 bit.ly/3Njn6mD

10/31/2026

HAPPY HALLOWEEN! A RETIREMENT THRILLER… 👻

When ghosts and goblins roam tonight,
And spooky shadows give you a fright,
There’s one thing scarier than witches in flight…
A retirement plan that’s not quite right! 🦇

Will your savings last as long as you do?
Could a surprise tax bill come haunting you?

And will CPP and OAS be enough
To fund your dream life when times get tough?

Don't let retirement fears haunt your dreams,
Or leave you with fewer options than it seems.

There's no magic spell, no trick, no fright…
Just a clear plan to help get things right. ✨

So enjoy your treats and your Halloween fun,
But remember, your future is the important one.
If retirement feels more trick than treat,
Let's make a plan that puts you back in the driver's seat. 💜

Trusted Planning Today. Confidence Tomorrow.
Dream. Plan. Achieve.

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

10/22/2026

Sometimes, the hardest part of working with a financial advisor is simply not knowing where to start.

Maybe you're not sure what to expect, what questions to ask, or whether you're even ready to take that first step.
Let me put your mind at ease.

When we sit down together, we start with you-not the numbers. I want to hear about your family, your goals, and what keeps you up at night-what matters most to you.

I listen before I recommend anything. Every question is a good question. And everything is explained in plain language, so you walk away actually understanding your plan.

Our relationship doesn't end when your plan is in place. Life changes, new questions come up, and sometimes you just need someone to as a soundboard- I'm here for all of it.

There is never any pressure. That's what working with TRUWealth is all about — feeling heard, understood, and supported along the way.💜

If you've been thinking about working with a Financial Advisor, consider this your invitation to message me-I am here.

Trusted planning today, Confidence tomorrow.
Dream, Plan, Achieve!

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

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

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

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.

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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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

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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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

Address

Oshawa, ON

Opening Hours

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

Website

http://www.truwealthgroup.ca/

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