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Welcome to your new resource for holistic financial planning.

Time flies and Spring has finally sprung... still a bit on the chilly side, but better than what February treated us with! It's been a while since we last sent out a newsletter and that's because we have been very busy changing things around. In this issue of "Money Matters", we want to share with you practical tips, things to think about and hopefully convince you to join us whilst we are trying to normalize talking about money.

Our goal is that every client becomes financially independent, with a plan that represents you, what's important to you, and a clear path to achieve the goals you set for yourself and your family.

If you have any topics in mind that you would like us to address in future editions, please let us know.

Enjoy!

This is the perfect time to brave up to your bills and bank accounts to make sure your financial plans are on track. Please read this article for tips on how to spring clean your finances and check your financial health.

Read Article

Some investors who work with advisors have always favoured taking a portion of their portfolios into their own hands as they like to participate in the latest investment trends or simply have an interest in trading. For others, the pandemic may have been the catalyst to give self-directed investing a try.

Read Article

A divorce is one of the most difficult situations you can go through. When you add uncertainty about money, the transition can become even more stressful and emotional. In this video, I'll discuss six steps you can take to help keep your finances intact during and after divorce.

Watch Now

Building a business is not for the faint of heart, so I am thrilled and honored to be nominated for the 30th Annual RBC Canadian Women Entrepreneurs, hosted by Women of Influence. Learn more about this award and what it means to me and my amazing team.

Watch Now

We are constantly looking for ways to bring value to our clients. We have entered into strategic alliances with discretionary money managers in addition to our current MFDA options.

You will likely receive a call from Kris Bowness, who joined Rubach Wealth in order to enrich our asset management practice and help us look after our clients with a continued holistic approach in the way you deserve. He will call you to introduce himself and offer you an opportunity to review your plan and goals.

Kris is originally from Alberta. He left one of the big banks and moved to Toronto with his wife Katrina. His specialty and passion is asset management.

While growing up, Kris saw many people around him with great careers struggle to be confident in their financial futures. It was this desire to help which drew Kris to a career in Financial Services.

Please join us in welcoming Kris.

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Our mailing address is:
606-7 St Thomas St, Toronto, ON M5S 2B7, Canada

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