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.

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*It may be your cause

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

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

About us
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 make a financial plan. With a plan in place, you can focus on giving meaning to your success, building a legacy and giving back.

Our services
What we do

We are Holistic Family Advisors™. We provide comprehensive financial planning to provide clarity and direction for business owners, established professionals, and their families. 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.

Our services
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, 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.

Love, Marriage and Life Insurance

Love, Marriage and Life Insurance

Marriage is the perfect time to start shopping for life insurance. Why? Because it’s when you start sharing your life – and your debt – with the one you love. Here’s why life insurance for married couples should go hand in hand with saying, "I do." A shared life means...

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Giving with confidence in the time of COVID-19

Giving with confidence in the time of COVID-19

Eliminating hunger and poverty. Curing diseases. Building a just society. These are just some of the big, audacious goals that charities are trying to tackle within Canada and around the world. These goals are lofty enough, then you throw in a global pandemic and this...

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5 Things to Consider Doing During Uncertain Economic Times

5 Things to Consider Doing During Uncertain Economic Times

Guest Contributor - Shawn Rosenzweig, CPA, CA, B.Sc. – Partner SBLR For business owners, the impacts of COVID-19 can be particularly difficult, and it becomes crucial to be proactive and respond rapidly. As SBLR works closely with a large number of business owners,...

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

Rubach Wealth COVID-19 Message

Following the advice from the Government, we are taking all responsible measures to ensure everyone’s safety. Our team will be working remotely and can be contacted if anything requires urgent assistance at 647.349.7070 or info@rubachwealth.com. We would like to reassure all our clients that we are still fully operational and have all the resources needed to continue to provide you with the exceptional service that you have come to expect from us. We hope that you are all keeping safe and well during these unprecedented times.