Rubbix is a professional financial brokerage firm located in Grande Prairie. We service the entire Peace Country, Alberta, and British Columbia. We have access to well over 20 different companies for your insurance, investment and group benefit needs. We work with a variety of individuals, businesses, and corporations on their financial needs.
We offer quality financial planning and enhanced group benefits. We are very passionate about our client's financial success. Come talk to us today and you will see why Rubbix is the right place for you. At Rubbix we take pride in our ability to deal with all aspects of financial planning. We ensure peace of mind, financial success and ongoing reviews are done to put our client's needs ahead of everything else.
We offer quality financial planning and enhanced group benefits. We are very passionate about our client's financial success. Come talk to us today and you will see why Rubbix is the right place for you. At Rubbix we take pride in our ability to deal with all aspects of financial planning. We ensure peace of mind, financial success and ongoing reviews are done to put our client's needs ahead of everything else.
Services
We get asked all the time why we called our company Rubbix? Our answer is simple. Most advisors only focus on one aspect of your financial plan (One side of the cube) because they don't know or don't understand the rest of a financial plan. At Rubbix we focus on completing the whole puzzle/cube not just a part of it.
Financial planning is a key component to any successful future. We work with many companies to offer financial services, products, and solutions. Some of the companies we have core relationships with are Manulife, Sunlife, RBC, BMO, Equitable Life, Great West Life, Desjardins to name a few. These companies and so much more can help with your insurance, investing, and group benefit needs.
Cash flow is the first step of the financial planning process. A good financial advisor should be asking for a budget because a budget can change your net worth dramatically over a period of time. A budget indicates your net monthly spending and more importantly your savings. A budget should give you a detailed breakdown of whether you are in the red or black each month.
What is an investment? An investment is an asset that is purchased with the hope that it will generate income or will appreciate in the future. What is Investment Planning? This is a strategy that is designed to find the most tax effective and efficient way to invest your money. To find a solution that fits your needs now, and in the future.
Insurance is of utmost importance to any quality financial plan. No matter what type of insurance you obtain, you are taking the steps to protect those that you truly care about. There are many insurance options out there and we will find the right fit for your financial protection. We go through the tough questions- Do I have enough coverage?
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