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Retire with Financial Confidence

Tru Financial Group

As independent advisors, we have the freedom to work with a variety of companies, choosing the right products and concepts to best suit your needs.

Link to: RETIREMENT PLANNING

Retirement Planning

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Link to: Insurance Planning

Insurance Planning

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Link to: Estate Planning for Retirees and Mature Families

Estate Planning

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Link to: FINANCIAL ADVICE

Financial Advice

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Link to: Foreign Pension Transfers

Pension Transfers

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Latest News from Tru Financial Group

Tax Lines to Look Out For on Your 2025 Canadian Tax Return

The 2025 tax year brings a lower federal tax rate, higher contribution limits, and several eliminated credits. From the new Canada Disability Benefit to changes in CPP2 and capital gains rules, here are the key lines to watch when filing your 2025 Canadian tax return.

Ontario Budget 2026

The 2026 Ontario Budget brings major changes for small business owners, home buyers, and investors. From a cut to the small business tax rate to an enhanced HST rebate on new homes, here is what you need to know and how it could affect your finances.

2026 Canada Money Facts

2026 Canada Money Facts – Get the latest TFSA, RRSP, FHSA, CPP, OAS, and RESP limits. Stay informed on savings, pensions, and benefits for the year ahead!