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. 

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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why group insurance

Putting your needs first: Why group insurance doesn’t cut it

July 18, 2017

Employment contract? Check. Benefits? Check. Group insurance? Check. Do you clearly understand what you are covered for and are all your insurance needs taken care of? Not so fast. If you have group coverage through your job, it can be tempting to assume that you’re good to go on the insurance front. The reality is […]

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Passing on the family cottage

June 27, 2017

For countless Canadians, the cottage has a special place in our heart. It’s the patter of little feet and the joyous splash of our kids running along the dock and plunging into the lake. It’s the cozy afternoon of hot chocolate and playing cards, while the thunderstorm howls outside. It’s the togetherness of family sharing […]

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Read Past Posts

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

october, 2017

20oct8:00 am- 5:00 pmWomen in PhilanthropyBus Tour

Different platforms, same commitment to clarity. Connect with us online.

LinkedIn

For executive professionals with limited time to network and get updates on Canadian financial planning news.

Stay up to date on the latest Canadian financial planning news, tips, updates and leadership facts and advice.

For young professionals interested in financial planning and stay current with our events.

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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.