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
“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.
In Canada, corporations can play a key role in personal financial planning. In this article, we share tips for small business owners to make smart use of their corporation to optimize their tax bills. Paying yourself efficiently As a small business owner, how you...read more
While various government programs have helped the country through these challenging times, this support has been incredibly expensive. Sooner or later, the government will need to take proactive steps to tackle an enormous deficit. Unfortunately, this means tax...read more
There is a common misconception that only wealthy individuals need to worry about estate planning. In reality, nearly everyone can benefit from having an estate plan. By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a...read more