Financial & Insurance Resources

Better decisions start with knowledge and clarity

It is important to provide our clients with relevant information that will enable them to make smart decisions. 

The resources on this page are part of our effort to keep you informed and engaged in issues related to your financial well-being.

RUBACH WEALTH FINANCIAL BLOG

Insights and ideas from the Rubach Wealth team. 

PRESERVING YOUR WEALTH with corporate-owned life insurance

November 15, 2017

The Liberal government’s proposed changes to Canada’s tax laws related to private corporations have been a hot topic for the past several months. While the government has made some amendments to its proposed changes following the conclusion of the 75-day consultation period in early October, there is still a great deal of uncertainty and unease […]

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Lawyers at risk: the case for disability insurance top-ups

August 18, 2017

One in four. Those are the odds that you will be disabled due to a serious illness or accident for a period of 90 days or longer at least once before you turn 65. As a lawyer, the good news is that you likely have disability insurance through your firm’s group coverage. The bad news […]

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At Rubach Wealth, we are passionate about helping our clients build, protect and enjoy their wealth.

We believe that this entails not only developing sound financial and insurance strategies for our clients, but also sharing our knowledge with a wider audience to help others gain clarity regarding their financial future.

Rubach Wealth principal Elke Rubach is available for speaking engagements such as panel discussions, presentations and expert roundtables. Drawing on her professional background as both an insurance and financial planner and a corporate lawyer, Elke brings fresh perspectives and deep expertise to discussions involving the following topics:

Philanthropy & Legacy:

– Women’s philanthropy and legacies
– Legacy building
– Planned giving for maximum impact

Optimizing Businesses:

– Business succession planning
– Professional corporations and insurance
– Executive benefits

Strategic Financial Planning:

– Using insurance as an alternate, tax-efficient investment vehicle
– Financial planning for executives
– Disability insurance top-ups
– Understanding your group coverage to make informed decisions
– Retirement planning

If you are interested in having Elke speak at your event or present to members of your organization, please contact us.

Contact Us

december, 2017

No Events

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