Our services are customized to your needs and preferences. We connect you with a team of legal, financial, tax experts as needed or requested.
Whether you are looking for protection (risk management), maximization of your wealth, or both, we include a comprehensive and customized analysis from industry experts.
Rubach Wealth is involved (directly or through our affiliates) in risk management, tax and estate planning as well as asset management. We offer the following services with outstanding level of professionalism and dedication:
- Life insurance (personal and for business)
- Disability and critical illness insurance
- Investment Strategy
- Tax Planning
- Education Funding
- Retirement Planning
- Succession and Estate Planning
- Charitable Giving
- Mutual Funds
- Segregated Funds
- Health and Dental
- Group RRSP
We understand the importance of strategic planning. After a thorough fact gathering meeting where goals are clarified, we analyze the information and identify any efficiency and/or planning opportunity. Client relationships are most valuable for us and we continuously stay in touch to ensure your implemented plan evolves around your personal and professional life. It’s all about collaboration.