Future-Proofing Wealth:

Year-End Planning for Affluent Canadians

Your life got more expensive. Your taxes aren’t going down. Is your wealth plan built to withstand it?

Take the first steps toward protecting your wealth, reducing your tax burden, and safeguarding your family’s legacy.

  • Thursday, 11/13/2025
  • 10:00AM EST
Smiling couple looking at laptop

Affluent Canadians are facing a reality that isn’t changing anytime soon:

Higher taxes

Rising costs of living

Increasing global volatility

For high-net-worth business owners, professionals, and families, the complexity of Canada’s tax system means that without a proactive plan, your wealth — and your legacy — are at risk.

The truth?
 Most high-income earners believe they have a wealth plan. But when we look closer, too many are outdated, incomplete, or not built for the Canadian economic realities we live in today.

I talk to so many people who feel like they have a plan in place… but deep down, they know it’s outdated, incomplete, or simply not built to withstand the world we are living in now.

You’ve worked hard to build your success. But if your structure cannot adapt to rising taxes or unexpected life changes, then your wealth is not protected in the way you think it is.

I’ve seen what happens when people wait too long to take action:

  • Outdated wills that don’t reflect current assets or family needs
  • Shareholder agreements left unsigned or unused
  • No liquidity to cover Canadian tax liabilities or succession costs
  • Families left with tough decisions and no clear guidance

But I’ve also seen what becomes possible when you choose to take control. When you align your wealth with your values. When you bring clarity to your planning and peace to your family.

It’s time to get your house in order.

Join Elke Rubach for:

Future-Proofing Wealth: Year-End Planning for Affluent Canadians

Complimentary Registration – Limited Spots Available

  • Thursday, 11/13/2025
  • 10:00AM EST

In this session, you’ll learn:

  • The real cost of inaction: how rising Canadian taxes and unstructured wealth drain families over time
  • The most common planning gaps high-net-worth Canadians overlook — and how to close them
  • Strategic tools to create liquidity for taxes, succession, and legacy — without being forced to sell assets
  • How to align your wealth with your values and build a multi-generational wealth plan that actually works

Why Attend?

This is not just about financial products.
 It’s about leadership, structure, and clarity.
 It’s about creating peace of mind for yourself — and for the people who depend on you.

We’ll challenge the status quo. We’ll explore what it means to move from “having documents” to having a holistic financial plan. And we’ll show you how to take the first steps toward protecting your wealth, reducing your tax burden, and safeguarding your family’s legacy.

Reserve your spot today!

Space is limited.

Meet Your Host

Elke Rubach

Elke Rubach is the Founder and Principal of Rubach Wealth | Holistic Family Advisors™ and host of the Get Your House in Order podcast. A trusted advisor to Canada’s most successful business owners, professionals, and affluent families, Elke is known for her direct approach, big-picture thinking, and ability to translate complexity into clarity.

Through her work at Rubach Wealth, she helps high-net-worth Canadians align their wealth with their values, protect their legacy, and live with intention — in business, family, and life.