Her financial planning style puts emphasis on a completely individual based investment approach with conservative and aggressive strategies. Through Investia she has access to countless Investment products to help meet your unique financial goals. Being an Independent Insurance Broker allows us to deal with ALL the major Canadian companies, making it possible to find the BEST solution.
Rubinstein Financial Management Inc.
Arthur is married to Malee Rubinstein and is an avid football fan & reader whom resides in Steveston BC. Growing up in the United States, Arthur was proud to serve in the Navy and ran his own business before moving to Canada in 1991. Very proud of his community, Arthur helps out yearly to such organizations as Chabad of Richmond, Hope Farm, BC Children's Hospital and the Child Foundation.
Our philosophy is building relationships and maintaining the trust of our
clients and business partners. We are dedicated in delivering independent
sound financial advice.
Through strategic thinking we create a financial roadmap that outlines the
steps needed to achieve personal objectives, identifying potential risks and
creating new opportunities.
Malee has been in practice & Insurance Licensed for close to thirty years and is part owner of Rubinstein Financial Management. Malee is a registered Investment Representative and maintains her Branch Manager status. A mother of five children and married for 33 years, as well as being born and raised in Vancouver. This giving her a vast understanding of the financial needs of residents in British Columbia. Malee is also proud to be involved with charitable organizations such as, Heart & Stroke Foundation, Child Foundation and the Richmond Hospital Foundation. Malee resides in Steveston BC, where she is on the board at the Richmond Country Club and at one time was the first woman to be president of the club. Enjoying hobbies such as golfing, outdoor activities, puzzling and cooking.
The value of working with Rubinstein Financial and our Licensed Advisors* is to help you pursue your financial wellbeing. With extensive resources made available to our clients, important information to manage your investments, insurance, tax planning, and estate planning all I one place.
Feel free to contact us for a free review of your financial situation – or get a second opinion on your current investments, protection, tax and estate planning.
*Arthur Rubinstein, Malee Rubinstein & Michael Rubinstein are Investment Fund Advisors with Investia Financial Services.
With over thirty years of service to the industry, Arthur Rubinstein has helped Make Retirement Goals a reality for his clients. Specializing in work with individuals, families and those near retirement to preserve your wealth, plan for the future, and protect your legacy. With an emphasis on income maximization, minimal costs and fees, wealth generation & Estate Preservation. His unique comprehensive approach to retirement planning is geared towards each clients individual goals. Arthur helped establish Rubinstein Financial and is proud to be passing his knowledge onto the next generation. Always learning more, Arthur takes extra time to attend countless seminars and courses to make sure we always have the most current information and products available.
Michael was intrigued with the business from a young age watching his parents, Arthur & Malee successfully building and growing Rubinstein Financial. However the main element that inspired Michael was how important this career was to helping others find peace of mind in their futures. Having many goals himself, he understands the value of creating an objective and working towards it. Learning a hard work ethic on the field, Michael excelled in various sports in his youth which continued into men's leagues. Being a strong leader he also enjoys coaching soccer, guiding multiple teams to cup finals. An avid golfer and member of the Richmond Country Club, Michael continues to hone his game as well as enjoying the outdoors. Born in Hawaii but raised in Richmond BC, he is very in tune with BC residents of all ages and the needs of investing in their future. Michael entered the Finance field in 2010 and is Life Licensed, building up his knowledge as an Investment Advisor , completing the Canadian Securities Courses and pursuing his CFP certification.
At Rubinstein Financial we use a team approach, utilizing over thirty years of industry experience. Our family operated firm provides benefits that include Investment Principles & Strategies, Retirement Investing, Risk Managementplus EstateCreation& Growth, Meet the dedicated Wealth management Team....
Justin is the eldest son in the Rubinstein family and takes immense pride as the "big brother," being part of countless family gatherings over food, football and any reason to be together. Justin and his Wife Amy, have a beautiful baby girl, Aliyah. Born in Hawaii and raised in Richmond BC, he also feels deeply connected to British Columbia. This awareness of the needs of family's and their future is what drove him to entering the Financial advisement field. Justin spends his free time as an artist, skiing, mountain biking and anything outdoors. He also is proud to volunteer with multiple organizations including, The Child Foundation, Gi Society, & The Children's Hospital.
Justin went to school for Business Management and also advances his financial education through the Canadian Securities Institute. Life Licensed, he plans to continue on the path to CFP. As a team, he continues to learn more about the business and industry through the Rubinstein Financial family and the tools we have to help secure the future goals and wealth of his clients.