Meet Evan Parubets
Evan Parubets is Head of the Advisory Services Team at Steadyhand in Toronto. A shareholder in the firm, he advises clients on asset mix, portfolio construction and monitoring, and other core aspects of wealth management. With 25 years in the financial services industry, Evan began his career at Scotiabank in 2000 as a personal banker and financial advisor. In 2006 he joined Canadian Dental Service Plans Inc. (CDSPI), where for a decade he provided tailored investment and financial planning guidance to dentists.
Evan completed the Professional Financial Services program at Fanshawe College in 2000. He earned his Certified Financial Planner (CFP) designation in 2003, the Fellow of the Canadian Securities Institute (FCSI) designation in 2008, and the Chartered Investment Manager (CIM) designation in 2013. These credentials support his work in investment management, retirement income planning and comprehensive financial planning for clients across life stages.
Outside the office, Evan enjoys travelling and cycling and is an enthusiastic foodie. He has a deep affection for dogs and his hometown of Toronto, and he cherishes time with his wife, Tuli, and their son, Elan.
| Services | • Financial planning • Investment planning and implementation |
| Specializations | • Education planning • Investment management • Retirement income planning |
| Payment Model | • Client fees based on assets managed by the advisor |
| Languages written and spoken | • English |
Why did you become a planner?
It happened partly by chance and partly due to a natural curiosity. Early in my career I focused primarily on investing, but I repeatedly found that strong investment advice depends on a full understanding of a client’s broader financial picture. That realization led me to expand into comprehensive financial planning so I could consider taxes, cash flow, insurance, goals and timelines — not just asset allocation. Over time, that broader perspective became central to how I help clients.
What is your approach to financial planning?
My approach is straightforward and pragmatic.
- I take a holistic view. Financial planning is interdependent: one decision often affects another. I aim to identify those connections and assess the broader implications so clients can make informed choices without unintended consequences.
- I avoid one-size-fits-all “rules of thumb.” While easy to communicate, these shortcuts often apply only to particular situations. I prefer evidence-based, individualized recommendations tailored to a client’s specific circumstances, objectives and risk tolerance.
What is your proudest achievement as a financial planner?
My proudest accomplishment is helping build a team that consistently delivers thoughtful advice and strong service. Passing on knowledge and mentoring colleagues so they can better serve clients matters to me. Equally rewarding is staying curious and learning from peers and other planners to continually improve our advice and processes.
What is a client success story you can share?
A memorable client wanted to revisit her homeland of Ireland but believed she couldn’t afford the trip. I added a small reminder to her financial plan — a sticky note that read “Go to Ireland.” She kept that note on her bathroom mirror and, after a few years of disciplined planning and saving, she was able to make the trip. That kind of personal goal becoming reality is one of the most satisfying parts of the job.
What would you do if money were no object?
I love what I do, so I wouldn’t stop working — I’d simply change how and where I work. With multiple properties around the world, I’d embrace remote work during colder months and travel more. I’d also pursue an idea close to my heart: a truly pet-friendly, all-inclusive resort experience that includes travel and accommodations where dogs are welcome everywhere — flights, beaches and activities — because making travel simpler and more inclusive for pet owners feels like a small slice of paradise.
What is the best money advice you ever received?
The most valuable advice is unglamorous but effective:
- Buy low, sell high.
- Invest for the long term.
- Use dollar-cost averaging to reduce timing risk.
In short: avoid trying to time the market. Consistent, disciplined investing and a long-term perspective usually outperform attempts at market timing.
What is the worst money advice you ever received?
The worst advice is simply the opposite of the basics above, combined with high-risk strategies pitched as shortcuts — for example, suggestions to buy leveraged ETFs without appreciating the additional risks and costs.
Contact Evan Parubets
- 📍 Toronto, Ont.
- 🔗 Steadyhand Investment Funds
- ☎️ 416-937-9332
- linkedin.com/in/evan-parubets