Financial & Insurance Resources

Better decisions start with knowledge and clarity

It is important to provide our clients with relevant information that will enable them to make smart decisions. 

The resources on this page are part of our effort to keep you informed and engaged in issues related to your financial well-being.

RUBACH WEALTH FINANCIAL BLOG

Insights and ideas from the Rubach Wealth team. 

Gaining clarity: Mindful financial planning for women

December 13, 2018

Financial planning is not a female issue or male issue – it’s important for everyone trying to build a successful, financially secure future. Nonetheless, navigating the world of personal finance is a challenge for many Canadian women, and that puts their prospects for a financially secure future at risk. This is not just speculation: a […]

Read More

Transforming your year-end bonus into a lifetime bounty

December 13, 2018

December is here and there is so much to enjoy: holiday parties, extra time with family and friends, and – if you’re lucky – a year-end bonus. Once the cheque (or more likely, the direct deposit) rolls in, how you spend your bonus is as limitless as the world of online shopping. However, before you […]

Read More

Tackling the gender pay gap: Financial planning for female lawyers

December 12, 2018

Almost half of all practicing lawyers in Canada are female according to membership data from the Federation of Law Societies of Canada. If equality in the legal profession were as simple as that, we’d have much to celebrate. Unfortunately, inequality persists. Despite the progress that has been made, female lawyers remain at a disadvantage compared […]

Read More

 

Read Past Posts

At Rubach Wealth, we are passionate about helping our clients build, protect and enjoy their wealth.

We believe that this entails not only developing sound financial and insurance strategies for our clients, but also sharing our knowledge with a wider audience to help others gain clarity regarding their financial future.

Rubach Wealth principal Elke Rubach is available for speaking engagements such as panel discussions, presentations and expert roundtables. Drawing on her professional background as both an insurance and financial planner and a corporate lawyer, Elke brings fresh perspectives and deep expertise to discussions involving the following topics:

Philanthropy & Legacy:

– Women’s philanthropy and legacies
– Legacy building
– Planned giving for maximum impact

Optimizing Businesses:

– Business succession planning
– Professional corporations and insurance
– Executive benefits

Strategic Financial Planning:

– Using insurance as an alternate, tax-efficient investment vehicle
– Financial planning for executives
– Disability insurance top-ups
– Understanding your group coverage to make informed decisions
– Retirement planning

If you are interested in having Elke speak at your event or present to members of your organization, please contact us.

Contact Us

december, 2018

No Events

Different platforms, same commitment to clarity. Connect with us online.

LinkedIn

For executive professionals with limited time to network and get updates on Canadian financial planning news.

Stay up to date on the latest Canadian financial planning news, tips, updates and leadership facts and advice.

For young professionals interested in financial planning and stay current with our events.