Rubinstein Financial appreciates that your needs are unique and your goals differ from others for many reasons. We guide you through a process that helps us determine the one and only financial plan for you. By understanding ….
We aim to take away any fear that you associate with investing, making you comfortable and creating peace of mind by understanding EXACTLY what ideas and goals are most important to you. After meeting with you and undergoing a personalized consultation you will have a clear understanding of how the products work and potential outcomes of the investment plan, tax minimization, retirement / estate plan and finally a clear implementation strategy. All clients have unique spending habits and this creates a broad outcome of circumstances including debt, assets, income and expenses. In many cases people are unaware of where the disposable income is going and thus preventing you from accumulating savings.
Rubinstein Financial Management Inc.
Your initial meeting with us will be at our expense helping us identify your objectives. We will outline our services explaining the various types of compensation that are available to you.