Our Expertise

You look after your family and career. Our team will look after your financial planning.

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:

Risk Management

  • Life insurance (personal and for business)
  • Disability and critical illness insurance

Financial Planning

  • Investment Strategy
  • Tax Planning
  • Education Funding
  • Retirement Planning
  • Succession and Estate Planning
  • Charitable Giving

Asset Management

  • Mutual Funds
  • Segregated Funds
  • Annuities

Group Benefits

  • Health and Dental
  • Group RRSP

Our Approach

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.

Download Now - Our Process Document

Talk to us about your needs and to review your options.

Schedule a Complimentary Consultation

Follow @rubachwealth on twitter.

NEWSLETTER - to help you make smart, insightful financial choices

Copyright © 2015 Rubach Wealth. All rights reserved.

This information is general in nature, and is intended for educational purposes only. For specific situations you should consult the appropriate legal, accounting or tax expert.