Every licensed mutual fund advisor in Canada is required to work with a mutual fund dealer.

We elect to work with Investia Financial Services Inc., because they are one of Canada's largest financial services firms.

Investia is owned by IA Financial Group. Founded in 1892, it is one of Canada's oldest financial institutions and one of the largest insurance companies in the country.

The Client Portal is a convenient and secure way to access your account details.

Moreover, this service allows clients to obtain and sign documents electronically.

Click here to access the Client Portal.

No matter what your age or stage in life, you can benefit from working with a financial advisor.

Our team consistently monitors and reviews your accounts. We determine if any changes are necessary, and we track our progress.

Our expertise ensures you're working toward your goals.

Insurance agents work for one company, which means they are limited to the policies provided by their employer. This disadvantage may be costly to you.

As a team of independent insurance brokers, we have relationships with all the major Canadian insurers, making it possible to find the best combination of coverage, price and service.

In other words, as insurance brokers, we work for you!

We recognize that in today’s investment landscape, fees have become an important topic of discussion.

At Rubinstein Financial Management, we are transparent about how management fees and fee-for-service work; we inform prospective clients during their first consultation, ensuring there are no surprises later on.