Parubets attended Fanshawe College and completed its professional financial services program in 2000. He obtained the Certified Financial Planner (CFP) name in 2003, and was awarded the Canadian Securities Institute (FCSI) name in 2008, and the Chartered Investment Manager (CIM) name in 2013.
Outside the company office, he loves traveling and cycling, and he is a big foodie. He has a deep love for the dog, his hometown of Toronto, and of course his wife Turi and son Elan.
| Serve | • Financial Planning • Investment plan and implementation |
| major | • Educational Program • Investment Management • Retirement income plan |
| Payment model | • Fees paid by clients based on assets managed by consultants |
| Writing and speaking in language | • English |
Why did you become a planner?
Out of accidental and natural curiosity, my main focus used to be investing, but I found over and over again that it is difficult to really provide good investment advice without fully understanding the financial situation of the client. Over time, this has prompted me to study more and more about the financial situation of my clients.
What is your financial planning method?
I have two ways.
- I see the overall situation. I call the financial plan “whack-a-mole” because each action has an impact elsewhere. So I looked at all the meanings.
- I’m allergic to the “thumb rule”. I know journalists and clients like them. However, for the most part, the rule of thumb only applies to some people and not everyone and anyone.
What are your most proud achievements as a financial planner?
I am proud to be able to assist and deliver any knowledge I have gained over the years so that we can provide the best service to our customers. I also liked that we continued to learn from other planners and were curious to learn and learn more.
What are the customer success stories you can share?
A mature client always wishes she could return to her home in Ireland before stopping her travels, but she feels she can’t afford it. In her financial plan, I posted a mean note that read “Go to Ireland”. She put the sticky man on the bathroom mirror. A few years later, she finally made a trip. She can afford it!
What would you do if money was not the object?
First of all, I like my job and won’t stop working. I have multiple properties around the world and I really use them by working remotely, especially during the cold winter months. Second, I will create a pet-friendly all-inclusive resort that includes flights and accommodation. Dogs are on the plane, dogs are running around the resort, and it is paradise for me!
What are the best money advice you receive?
The best advice is the most boring. You already know all of this:
