Intergrity, Expertise and Synergy
Who we are
At Rubach Wealth
Since 2012, Rubach Wealth has been working with professionals and business owners to help them achieve their long-term financial goals. Our boutique firm nurtures trusted, long-term relationships by providing every client with customized solutions tailored to their unique objectives, values and circumstances.
At Rubach Wealth
Our team is a tight-knit group of professionals dedicated to the long-term success of our clients. Combining years of experience with a commitment to always putting your needs first, we view our work through the lens of relationships rather than transactions.
Elke Rubach LLB, LLM, CLU
With a vision to alter the common perception of this career path, my goal is to provide the best insurance and financial planning advice in a relationship-driven and resource-rich approach. That’s because I genuinely care about the people I meet and find that my clients are my greatest responsibility – next to my family, of course.”
A corporate lawyer by training, since 2000, Elke has dedicated her career to becoming knowledgeable and experienced in financial planning and insurance. After starting a family, she decided to focus on financial planning to help families, professionals and business owners establish clear, realistic and suitable goals for their long-term security. Having three kids, she knows firsthand the importance of planning and the long-term value of taking care of loved ones as soon as possible to ensure a better, more stable and wealthier future.
As a business woman, a mother and a member of our community, Elke understands the challenges shared by many: little time, many demands. She enjoys developing meaningful, professional relationships and invites you to contact her for a discovery meeting.
FINANCIAL PLANNING & INSURANCE ASSOCIATE
As a financial planning and insurance advisor, I enjoy working with our clients to develop solutions that meet their needs and reflect their aspirations. I believe that the best way to do this is by building long-term relationships. By developing a foundation of trust and a deep understanding of our clients, I can provide value and offer advice to guide them through different stages of life.”
Ben’s educational background is in business administration, specializing in finance. He previously worked in retail banking before shifting his focus to financial planning and insurance. Today, Ben is committed to educating, inspiring and supporting our clients as they take control of their financial future.
What I love most about my job is giving clients the clarity and the confidence they need to achieve their goals. One of the most important elements of building a financial plan is working with a professional you trust and can build a long-term relationship with. Building these meaningful relationships with clients gives me a deeper understanding of what is important to them as well as what keeps them up at night. This truly makes all the difference in the world.”
Brooke’s educational background is in entrepreneurship with a focus on marketing and finance. Growing up with a family in the insurance industry, Brooke decided to pursue a career helping clients understand the importance of planning ahead.
Manager of Business Operations
As part of the close-knit Rubach Wealth team, I enjoy managing all of the day-to-day operations of our business. Working with financial advisors to help them create and maintain meaningful relationships with our clients is just one of the many things I love about my role.”
Becky graduated from the University of Toronto with a background in political science and recently completed the Life Licence Qualification Program. Having previously lived for several years in Barcelona, Spain, she speaks Spanish and Catalan.
How we work
At Rubach Wealth
Our process is built on a foundation of strategic planning and customization.
We start with a thorough fact-gathering meeting during which your goals are clarified. We then analyze the information, identify opportunities for increased efficiency and propose solutions aligned with your needs.
Client relationships are at the heart of our business and so we continuously stay in touch to ensure your implemented plan evolves together with your personal and professional life. It’s all about collaboration.
Our process starts with you and is shaped at every stage by your requirements and aspirations. To learn more about how we work as your trusted partner, download our Rubach Wealth Process document.
- Get to know you
- Develop a shared understanding of your needs
- Formulate a customized plan
- Implement the plan with unparalleled service
- Review progress and make adjustments