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Reviews, get directions and information for Rubbix Risk & Wealth Management Inc.

Rubbix Risk & Wealth Management Inc.

About

Rubbix is a specialized financial firm that works with a variety of clients on there investments, insurances, group benefits, tax and estate planning needs

Story

Rubbix Risk and Wealth Management focuses on each and every clients unique financial situation. We cover all aspects of financial planning. Our companies goal is to be to be the one stop shop for all your needs.
RRSP ~ TFSA ~ Non-Registered Investments ~ Annuities ~ Group Benefits ~ Group RRSP & TFSA ~ Long Term Care Insurance ~ Life Insurance ~ Critical Illness Insurance ~ Disability ~ Travel Insurance ~ Tax Planning ~ Retirement Planning ~ Estate Planning

Mission

At Rubbix we are committed to putting our clients at the heart of our business, developing and maintaining long-standing relationships based on trust. We are one firm, committed to delivering the full range of our capabilities, knowledge and resources to meet the needs of our clients

Products

Risk and Wealth Management, Retirement Planning, Estate Planning, RRSP, TFSA, Non Registered, Mortgages, Group RRSP/TFSA, Group Health and Dental Benefits, Life Insurance, Critical Illness, Disability Insurance, Long Term Care. Portfolio Analysis.

Address: 204, JP6, 97 Street, Grande Prairie, AB T8V 8B9, Canada
Phone: (780) 814-9996
moc.cnixibbur@ofni
State: Alberta
County: Division No. 19
City: Central Business District
Zip Code: T8V 8B9


Opening Hours

Monday: 8:30 AM – 4:30 PM
Tuesday: 8:30 AM – 4:30 PM
Wednesday: 8:30 AM – 4:30 PM
Thursday: 8:30 AM – 4:30 PM
Friday: 8:30 AM – 4:30 PM
Saturday: Closed
Sunday: Closed

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Reviews
Incredibly impressed with our new advisor Mitch with Rubbix. Thanks to our accountant for referring us over. My wife and I are very happy to be switching all our stuff over to Rubbix. Mitch was very thorough and made sure we both understood. He was very knowledgeable, friendly and gave us advice we didn’t even know was possible. He went through our plan from beginning to end, which NO one else ever did. Mitch is very genuine, passionate about this industry and helping clients succeed. If you are with the bank or any of these other crappy advisors here in town, call Mitch with Rubbix. You will not regret it.
7 years ago (03-04-2018)
The people at Rubbix walked me through the investment process and explained everything so clearly to me. I went in knowing nothing about investing but left feeling confident and comfortable. They have also made accessing group benefits a lot easier. I work for a not for profit and they have been working hard to get our team the best deals. I cannot say enough about Rob and Mitch.
7 years ago (03-04-2018)
These are amazing folks! They truly work FOR YOU to find the most profitable options for your situation. Very efficient professional and informative easy to communicate with and paitient helping you understand how it all works and streamlining it for your individual needs! Most impressive work Mitch and secretary !! (sorry I’m so bad with names!) My all time best experience so far!
7 years ago (05-04-2018)
I am extremely impressed with Rubbix. They handle my companies Group Benefits now. I was with 3 other local companies before switching them to Rubbix. I am extremely impressed with them and I would recommend you switch to them as well. They say the grass is greener on the other side and its true! They showed me and my team how to use the app, which NO one showed me before. They care about me, my company and employees which is from my experience is unheard of.
7 years ago (16-03-2018)
Mitch and Robbie are amazing. I’ve known these guys for years and trust them dearly. Knowledgeable, caring, trustworthy, and look after YOUR needs not your own!! Down to earth, and upstanding members of the community.
7 years ago (07-04-2018)
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