Parubeets visited the Fanshau College and accomplished the Professional Financial Services program in 2000. He received its award for Financial Planner (Certified Financial Planner) in 2003, which in 2008 achieved the name of the Canadian Securities Institute (FCSI) and the “Chartered Investment Manager) award.
He likes to travel and cycle outside of the fixed office and is a big gourmet. He has a deep love for dogs, his hometown Toronto and naturally his wife Tuli and his son vigor.
| Services | • Financial planning • Investment planning and implementation |
| Specializations | • Education planning • Investment management • Retirement income planning |
| Payment model | • Fees paid by customers based on the assets managed by Advisor |
| Languages ​​written and spoken | • English |
Why did you turn into a planner?
Coincidentally and from my natural curiosity, my primary focus kept investing, but I actually have repeatedly found that it was difficult to present really good investment consultations without fully knowing the financial situation of a customer. This urged me to deepen increasingly into the financial situation of a customer over time.
What is your financial planning approach?
I actually have two approaches.
- I have a look at the large picture. I call financial planning as a “whack-a-mole” because every motion has had an impact elsewhere. So I have a look at all the results.
- I’m allergic to “thumb rule”. I do know journalists and customers. Most of the time, nonetheless, the rule of thumb only applies to certain people and never to everyone.
What is your proudest performance as a financial planner?
I’m proud to support and pass on all of the knowledge that I actually have gained through the years to my team in order that we are able to offer our customers one of the best possible service. I also love that we proceed to learn from other planners and have curiosity to know and learn more.
What is a customer success story you may share?
A classy client at all times wished she could return to her home country before she stopped traveling, but she had the sensation that she shouldn’t afford it. On your financial statement I put a sticky note with the inscription “Go to Ireland”. She took the sticky and put it on her bathroom mirror. After just a few years she finally made her trip. She could afford it!
What would you do if money wouldn’t be an object?
First, I like my job and wouldn’t stop working. I actually have several properties worldwide and would really use them by working from a distance, especially within the colder winter months. Second, I’d create a pet-friendly all-inclusive resort package that features flight and stay. Dogs in a plane, dogs walking around within the resort, for me it’s paradise!
What is one of the best money consultation you have ever received?
The best advice is essentially the most boring. You already know all of them:
