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.

Using Your Bonus to Supercharge Your RRSP

If you are fortunate enough to have kept your job throughout the pandemic and even received a bonus for 2020, count yourself lucky. After a year of being told all the things you can’t do, the impulse to take your bonus on a spending spree would be completely...

read more

Tips for a Successful RRSP Season in 2021

Tips for a Successful RRSP Season in 2021 With RRSP season here once again, now is the time to give some extra thought to your retirement. Arguably, retirement planning can be stressful – especially as you draw closer to your retirement day – and the uncertainty of...

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