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.
Asking The Big Questions To Focus On The Big Picture
A new year has begun, and just like every year 2022 will have its share of ups, downs and surprises. When it comes to managing your wealth, the focus is often on long-term planning to protect against short-term blips and keep you moving forward toward your goal. But...
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...