Parubets attended Fanshawe School and accomplished the Skilled Monetary Companies program in 2000. He obtained his Licensed Monetary Planner (CFP) designation in 2003, achieved the Fellow of Canadian Securities Institute (FCSI) designation in 2008, and Chartered Funding Supervisor (CIM) designation in 2013.
Outdoors the agency workplace, he enjoys travelling and biking, and he’s a giant foodie. He has a deep love for canines, his hometown Toronto, and naturally his spouse Tuli and son Elan.
| Companies | • Monetary Planning • Funding Planning & Implementation |
| Specializations | • Schooling Planning • Funding Administration • Retirement Revenue Planning |
| Cost Mannequin | • Charges paid by purchasers based mostly on belongings managed by advisor |
| Languages written and spoken | • English |
Why did you grow to be a planner?
By chance and from my pure curiosity, My main focus was investing, however I’ve discovered, over and over, that it was laborious to really present good funding recommendation with out fully figuring out a consumer’s monetary scenario. That pushed me to delve increasingly right into a purchasers’ monetary scenario as time went on.
What’s your strategy to monetary planning?
I’ve two approaches.
- I take a look at the massive image. I seek advice from monetary planning as “whack-a-mole” as a result of each motion has an impression someplace else. So I take a look at all of the implications.
- I’m allergic to “rule of thumbs.” I do know journalists and purchasers love them. However, most frequently, the rule of thumb solely applies to sure folks somewhat than everybody and anybody.
What’s your proudest achievement as a monetary planner?
I’m happy with having the ability to help and cross alongside any data I’ve gained over time to my crew, so we will present the absolute best service to our purchasers. I additionally love that we proceed to study from different planners and have the curiosity to know and study extra.
What’s a consumer success story you possibly can share?
A mature consumer at all times wished she may return her homeland Eire earlier than she stopped travelling however she felt she shouldn’t afford it. On her monetary plan I caught a sticky be aware that learn “Go to Eire.” She took that sticky and put it on her rest room mirror. After a few years, she lastly made the journey. She may afford it!
What would you do if cash have been no object?
First, I like my job and wouldn’t cease working. I’ve a number of properties worldwide, and I’d actually reap the benefits of them by working remotely, particularly through the colder winter months. Two, I’d create a pet-friendly all-inclusive resort bundle that features flight and keep. Canines on a aircraft, canines operating across the resort, to me that’s paradise!
What’s the greatest cash recommendation you ever acquired?
The most effective recommendation is probably the most boring. You already know all of them:
