Rubach Wealth
7 St Thomas St M5S 2B7 Toronto, ON, Canada

For those who missed it, a replay of the Estate Planning Essentials webinar is now available to watch at the link below. Elke Rubach LLB LLM CFP CLU FEA MFA-P and Erin Bury of Willful provide clarity on some of the misconceptions of estate planning, how surprisingly easy it is to put a will in place, and most importantly who needs a will (here's a hint, it's everyone) Use the promo code RubachWealth for a 15% discount on a will through the Willful platform.... #wills #estateplanning #financialplanning #insurance #investments #youarenottheclient #lifeinsurance #toronto #canada https://lnkd.in/emi8MCZ

A common misconception is that only affluent individuals need to have an estate plan in place. This misconception can result in significant unnecessary costs to the estate and additional burdens for your loved ones. Everyone can benefit from the development of an estate plan. Join us on Friday, December 11th at 11:30 AM for the Estate Planning Essentials webinar featuring Elke Rubach LLB LLM CFP CLU FEA Rubach, President of Rubach Wealth, and Erin Bury CEO, Willful Young or o...ld, wealthy or middle class, an estate plan can reduce the taxes and expenses of an estate, simplify and speed the transfer of assets to the next generation and help ensure that beneficiaries are protected. Register at [email protected] #estateplanning #wills #willsandestates #estateplan #taxes #financialplanning #trusts #trustsandestates #womenleaders #womenandwealth #toronto #canada #blooryorkville

Are you one of the 64% of Canadian's without an updated will? How many of us have put off end-of-life planning, either because it’s uncomfortable to think about, or because we didn’t know where to start? The latest edition of the Rubach Wealth Community Spotlight features Erin Bury, CEO of Willful. Erin Bury and Elke Rubach LLB LLM CFP CLU FEA discuss the importance of having a will, the stigma attached to wills, and much more. Use the promo code RubachWealth at willful.co f...or a 15% discount on an Essential will. https://www.youtube.com/watch?v=ThGCJdE3_EA #wills #estateplanning #philanthropy #lifeinsurance #community #insurance #financialplanning #willful #youarenottheclient #toronto #canada

Tomorrow is #GivingTuesday a wonderful opportunity for you and your family to help out, give back, and have a positive impact on the lives of fellow Canadians. To coincide with #GivingTuesday, we will be launching the #RubachWealthLivingRoomGiving monthly series - an informal gathering of friends, clients, family, colleagues, and other caring folks who are looking for ways to make a positive impact. It is based on a movement called wohnzimmerspende.de, which started in Germ...any during the first #COVID19 lockdown in March 2020. The idea of this #virtualgivingcircle is to inform friends, family, and extended networks of the invitee about the situation of not-for-profits during the COVID-19 crisis and to raise funds for their work on the ground during these difficult times. For our first edition, we will be joined by Tammy Pighin Moore of the ALS Society of Canada and James Ryan of BullyingCanada. Hopefully, you will come away enlightened about and inspired by the amazing work being done by these charities. RSVP: https://lnkd.in/ejS9Aiz Elke Rubach LLB LLM CFP CLU #givingtuesday #givingtuesdayca #philanthropy #als #bullyingawareness #youarenottheclient #canada #toronto See more

To coincide with #GivingTuesday, we will be launching the #RubachWealthLivingRoomGiving monthly series - an informal gathering of friends, clients, family, colleagues, and other caring folks who are looking for ways to make a positive impact. It is based on a movement called wohnzimmerspende.de, which started in Germany during the first #COVID19 lockdown in March 2020. The idea of this #virtualgivingcircle is to inform friends, family, and extended networks of the invitee abo...ut the situation of not-for-profits during the COVID-19 crisis and to raise funds for their work on the ground during these difficult times. Every month, we will showcase two different Canadian charities during an online event. For our first edition, we've invited the ALS Society of Canada and BullyingCanada. Please join us, Tammy Pighin Moore (ALS Canada) and James Ryan (BullyingCanada) to kickstart this exciting event. Hopefully, you will come away enlightened about and inspired by the amazing work being done by these charities. If you would like to support them, details will be provided for how you can make a donation. RSVP: https://lnkd.in/ejS9Aiz #givingtuesday #givingtuesdayca #philanthropy #als #bullyingawareness #youarenottheclient #canada #toronto See more

In the latest edition of the Rubach Wealth Community Spotlight, Elke Rubach LLB LLM CFP CLU FEA has a chat with Michael Alberg-Seberich, Managing Partner, Wider Sense GmbH, and Hilary Pearson, Philanthropy observer, and author. When most people hear the word philanthropy they don't know where to start. The misconceptions are that it is complicated, you need a lot of money and a lot of time. In reality, setting up a philanthropic cause for you or your family can be a relativel...y simple process once you have an understanding of some of the elements involved and have the right team behind you. #philanthropy #legacy #legacyplanning #values #family #toronto #canada #youarenottheclient https://www.youtube.com/watch?v=GgDxXdKhCAQ&t=1066s

As November is Financial Literacy Month, this is a good opportunity to highlight the meaning of financial literacy and show how it can positively impact your life. Financial literacy can help you make smart decisions today that will shape your life and the opportunities you enjoy for decades to come. https://www.rubachwealth.com/take-charge-of-your-future-wi/... #financialliteracy #financialliteracymonth #investing #insuranceplanning #debt #savings #goalsetting #financialplanning #retirement #wealthmanagement

In November, we are celebrating Financial Literacy Month with insights and resources to help you better understand your money and make it work smarter for you. We believe in empowering you to achieve your goals, and this starts with straightforward information, clear answers, and plenty of support from a trusted advisor. visit www.rubachwealth.com to see all of the resources we have available to you... #financialliteracymonth #savings #debt #investing #insurance #ontario #toronto #youarenottheclient #taxplanning #financialpanning

Every business owner has their own unique challenges and requirements, yet some concerns are relatively universal like managing cash flow. At Rubach Wealth, we help business owners optimize their financial position both personally and professionally. If you’d like to discuss your financial situation, contact us today at www.rubachwealth.com.

Navigating Canada’s #tax laws can be confusing at times, but it pays to be informed. If you are a #smallbusinesses, you and your loved ones can benefit from significant tax savings by understanding Canada’s tax laws. With smart, #taxefficient planning, you can have more money to enjoy during your lifetime and more #wealth to pass on to the next generation.... https://www.rubachwealth.com/tax-tips-for-small-business-o/ #taxplanning #taxation #taxlaws #backtobasics #youarenottheclient #smallbusinessowners #canada #toronto #smes #smebusiness #smallbusinessmonth #blooryorkville