Elke Rubach

Elke Rubach
Elke Rubach
SMB Advisor

About

Energetic, perceptive and direct, Elke Rubach stands apart in the industry for her willingness to tackle the tough issues and uncomfortable truths that, if left unaddressed, can create blind spots in a financial and wealth strategy. Her belief in the importance of financial planning was shaped early in life, when her father died at 50 years old with no plan or provisions for the wife and family he left behind. Inspired by her mother’s perseverance, Elke worked hard at school. She became fluent in English, Spanish, French and German and earned undergraduate and graduate degrees in law, achieving the latter on scholarship at the London School of Economics with a focus on banking and finance. She went on to work as a lawyer with McCarthy Tetrault in London, UK, and Toronto, Canada. She founded Rubach Wealth in 2012.

Area of Expertise

A Team Dedicated to providing comprehensive financial planning.

Rubach Wealth employs a multidisciplinary approach that is guided by clients’ needs which is then used to define what success means to them. The team is not afraid to ask tough questions to figure out what clients need – and do not need – in order to craft a customized long-term financial strategy.

Elke is a sought-after speaker on wealth management, estate planning and philanthropy. She is the founder of Fashion Heals for SickKids, which has raised more than $450,000 for pediatric cancer care and research since 2014. She also gives back with board and volunteer commitments, including the Professional Advisory Council for SickKids Foundation, the Investment Committee at the Office of the Public Guardian, the Advisory Board for Transpod Inc, and the development committee of Ronald McDonald House. As one observer puts it, just looking at her calendar makes most people tired.

Services Offered

Matters of family and wealth are always deeply personal. So is our approach to working with you. From our first meeting to our ongoing reviews, every interaction feels so tangibly human – even when we bring up numbers, legal issues and paperwork. Our communication style is no-nonsense and direct, and our goal is to simplify your finances and life by bringing all the different moving parts into one cohesive plan.

The most effective family offices are built on relationships, not transactions. At Rubach Wealth Family Office, the foundations for these relationships are set right from our first discovery meeting and reinforced continually as we progress to strategy development, implementation and results management.

We ask a lot of questions – including a few tough ones that have made some clients pause to contemplate – and get deep into matters of money, family, life and, yes, death. That’s how we gain the informed perspective that, combined with our expertise in wealth management, banking, insurance and law, allows us to provide the most appropriate advice and service for you and your family.

Even the most brilliant strategists with the most talented team will fail if they can’t get all the players to move in tandem, each doing their part to move the plan forward. As your family office, we work with your existing advisors and engage other professionals to provide the services you need when you need them. While we assume a role of management and responsibility for integrating all your services, we do so with the utmost respect for everyone’s expertise.

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