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 make a financial plan. With a plan in place, you can focus on giving meaning to your success, building a legacy and giving back.
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.
What people are saying
Rubach Wealth Financial Blog
When it comes to your wealth, knowledge leads to empowerment.
Personal Pension Plans
Most Canadians are painfully unaware that as business owners, they can use pension legislation to their advantage by setting up a Personal Pension Plan ("PPP"). Due to this lack of knowledge they miss out on a multitude of tax deductions and tax minimization...
More investors are using advisors while managing portfolios themselves
Some investors who work with advisors have always favoured taking a portion of their portfolios into their own hands as they like to participate in the latest investment trends or simply have an interest in trading. For others, the pandemic may have been the catalyst...
Giving Back During the Holidays
The holiday season is a popular time to reflect on the past year and donate to the causes you care about. These types of donations don’t just help people and organizations in need; they confer a potential tax benefit on the giver. Here’s a look at the tax benefits of...