We are Holistic Family AdvisorsTM

*It may be your family

Regardless of how successful you are, you need a financial plan to ensure the well-being of your loved ones.

*It may be your cause

With some planning now, you can extend your impact far into the future.

Our vision: A boutique family office that is the first choice of people who want the most personal attention they can imagine.

What we do

We are Holistic Family Advisors™. We provide comprehensive financial planning and insurance strategies for established professionals and business owners. Regardless of how successful you are, you owe it to your family and your causes to a make a financial plan. With a plan in place, you can focus on living your values, giving meaning to your success, building a legacy and giving back.

What we do

We are Holistic Family Advisors™. We provide comprehensive financial planning and insurance strategies for established professionals and business owners. Regardless of how successful you are, you owe it to your family and your causes to a make a financial plan. With a plan in place, you can focus on living your values, giving meaning to your success, building a legacy and giving back.

What people are saying

“I have been in the financial industry for numerous years and in my passage I have been in contact with all types of professionals. I would like you to know, that it is quite refreshing to have people in the industry that can truly give a sound financial advice and always put the client first. The advice Elke provided for me and my family was very tailored and representative of what we needed.”

Christopher D – Mortgage Agent

“Elke and her team are the quintessential representatives – strong, honest, loyal, and defenders. I had the honor of working with the Rubach Wealth team and it was by far one of the most pleasant experiences ever. Elke reviewed our situation, provided honest counsel, and formulated a well thought plan that we collectively as a team executed on. Her team was on the phone daily with brokers to ensure a speedy resolution to our life insurance policy. I would recommend Elke and the entire Rubach Wealth team to anyone who is taking the first, second, or third step at developing an insurance and overall wealth plan. You will be disappointed if you don’t.”

Abtin Z – Senior Program Manager

RUBACH WEALTH FINANCIAL BLOG

When it comes to your wealth, knowledge leads to empowerment.

You are not the client*: How we help you help others

As far as taglines go, “You are not the client*” may seem an unusual message. Yet, if the new Rubach Wealth tagline makes you pause to ponder its meaning, then it’s doing its job. When we introduced this new tagline as part of a recent rebranding effort, we hoped it...

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Oh Baby! A Financial Guide for New Parents in Canada

When I had my first baby in 2007, I was overwhelmed with joy, lack of sleep, and many wonderful gifts from family and friends. It’s a time I look back on with both awe and fondness as for me nothing compares to the wonderful journey of having a baby. At the time, I received

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Our core purpose: We want every client to be financially independent.

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