Financial & Insurance Resources

Better decisions start with knowledge and clarity

RUBACH WEALTH FINANCIAL BLOG

Confidence in your golden years: Financial planning at 60+

While your work life may start to wind down once you hit 60+, your need for sound financial planning does not. To live your golden years with confidence, you need to know that your finances are optimized to ensure you can continue to enjoy life to the fullest. If you...

When your love lives on: Growing your legacy

Dying happens in the physical, but part of you lives on beyond this through the lives you touch and the impact you have on the community around you. This is your legacy. Through smart planning and strategic allocation of your resources, you can ensure that both your...

From impactful career to meaningful retirement

Walk into any boardroom or law office, any university or hospital, and you’ll find them: women at the top of their game as they lead teams, build businesses and shape Canadian society. For women currently in their 50s and 60s who are enjoying great career success,...

SPEAKING ENGAGEMENTS

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:

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Cascading Insurance

A private reserve for your children or grandchildren

Personal Records Organizer

Keep your key personal and financial information organized and up to date with this comprehensive template.

Planning Your Legacy

Gain clarity on what’s required to define and realize your legacy objectives with this primer tailored for women.

Rubach Wealth Process

Discover our process for creating customized wealth solutions that reflect your goals, needs and what’s important to you.

Buy-sell Agreements

Learn how owners can protect the long-term viability of their businesses using life insurance to fund buy-sell agreements.

Financial Clarity Checklist

Find out how solid your current financial plan is and identify any gaps with this checklist.

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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

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