A Brief Introduction
Our philosophy is building relationships and maintaining the trust of our clients and business partners. We are dedicated to delivering independent, sound financial advice.
Through strategic thinking, we create a financial roadmap that outlines the steps needed to achieve the personal objective by identifying potential risks and creating new opportunities.
Investment Fund Advisor with Investia Financial Services Inc.
Licensed Insurance Specialist
Malee –
As President of our family business, Malee leads Rubinstein Financial Mgmt. with a strategic vision established from an accomplished career in the investment industry spanning over 25 years. She believes there are no "cookie-cutter" solutions and is dedicated to creating a partnership in working with her clients to create a financial roadmap and achieve their goals. Your financial life doesn't have to be complicated. Financial independence is not something that just happens; you must want to create it. Malee understands that relationships with clients are about much more than money. It's about making a difference in people's lives and as an advisor helping her clients to succeed. Born and raised in Vancouver, she is a mother of five and grandmother of two. Family is most important to her. She brings this passion for nurturing and caring, creating a long-term relationship with her clients with a hands-on approach. Her core belief of 'the client comes first' is of the utmost importance, and thus, she is fully committed to offering the highest standard of transparency, fiduciary commitment, and professional attention. [] She went to Kitsilano High School and attended the University of Hawaii at Manoa. Malee has been mutual fund licensed since 1996 and was a branch manager for 19 years. She is also insurance licensed and recently has added her certificate for Responsible Investment Specialist.
Malee has been married to Arthur Rubinstein for over 37 years. Arthur started our family business well over 30 years ago. Her other passion is golf – she is a member of the Richmond Country Club and was their first women president. Through her golf, she raised money for the Richmond Hospital Foundation and continues to support local charities in Richmond.
Arthur –
Arthur Rubinstein founded Rubinstein Financial Management
Thirty years ago, Arthur moved from Hawaii to settle down in Vancouver with his wife Malee. Together, they began their journey into financial advisement. He started with Sun life for couple of years, but he then moved on to be a self-employed advisor. Through many years of success by starting his own business, he became a branch manager with Investia.
He oversaw clients and ensured all compliances were met and followed. His goal is to help Canadians manage risk, provide security for families and businesses. His focus is on the importance of estate planning.
More recently, he has been more involved in personal and wealth preservation. He finds wealth management important for anyone who wants to gain a strong foundation for the current financial picture. Ultimately, he wants to help people strengthen their preservation and their plan for the future. Arthur is extremely adaptable; he has remained diligent and continues to learn the rules related to the taxation of life insurance. Arthur keeps a rapport with all his clients and actively strives to build new long-lasting relationships. His personal experience in family security is attributed to being a father of six and a grandfather of two. Family is very important to him and is one of the reason’s he believes in the financial business. When Arthur isn’t busy with family, he enjoys reading. He seeks new ways to expand his knowledge in tax planning and estate preservation. Additionally, he also appreciates getting lost in a story and the beauty of literature.
Investment Fund Advisor with Investia Financial Services Inc.
Licensed Insurance Specialist
Michael –
Michael Rubinstein has been with the company since 2010.
Michael took an interest in the business at a young age watching his parents Arthur and Malee. After completing high school at Richmond High Secondary School, he went on to study business at Langara College. Through his tenure, he gained valuable business knowledge and experience, which sparked his desire to join the financial world. He then went on to complete his CSC (Canadian Securities License) and LLQP (Insurance license). Michael found a great passion in learning the insurance side of the business, understanding the variety of insurance products, and then utilizing them in any situation.
The value of knowing he has helped someone feel assured that they and their family are protected is one of the reasons Michael is passionate about insurance and the security it can give. Michael, over the past few years, has become more involved in the investment side of the business. Michael is constantly learning more about the industry, taking webinars, listening to fund managers speak, and continuously trying to evolve with the industry. He has completed multiple financial planning courses, and recently, he has become a Responsible Investment Specialist. Currently, Michael is pursuing his PFP (Personal Financial Planner).
Outside of the business, Michael is a member at the Richmond Country Club, where he is an avid golfer. In addition to his love of golf, Michael has been dedicated to the sport of soccer as he has played since a young age and went on to play for college. He has gone on to create and manage his own men's soccer club. In his spare time, he volunteers his time to coach the senior boy's basketball team at Richmond High. Michael values family, friendship, and fostering new relationships. The dedication and commitment he carries over from life experiences into his work make him a proud member of the Rubinstein Financial team.