
Independent Financial Services Professional, Certified Financial Planner, Financial Management Advisor
Vancouver, Canada Area

Independent Financial Services Professional, Certified Financial Planner, Financial Management Advisor
Vancouver, Canada Area
I am in financial industry since 1993.
I can help you:
- Decrease your taxes
- Create, Analyse, Monitore, Reconstruct your investment portfolio
- Reduce your mortgage using part of your taxes and other sofisticated strategies
- Choose insurance plans that cover your financial needs
- Open and manage your RRSPs, RESPs, LIRAs, TFSAs
As financial professional I have Canadian designations: CFP - Certified Financial Planer (World wide recognized), FMA - Financial Management Advisor (North America recognized).
The additional services are: Family Financial Planning, Tax Planning, Investing, Individual and Group Insurance, Wealth Management, Estate Planning, Travel Insurance On-line, Health and Dental Insurance Online, Life Insurance, Critical illness Insurance, Visitors to Canada Insurance Online. To read more please visit http://www.arbetovinsurance.com/
The major specialties are:
- Tax Planning (including offshore structures in cooperation with offshore lawyers)
- Investing (Including investing in Canadian Funds as well as in Offshore Funds and Banks)
- Estate Planning (Including all kinds of individual and family insurances)
(Privately Held; 1-10 employees; Financial Services industry)
August 2007 — Present (1 year 2 months)
Family Financial Planning, Tax Planning, Investing, Individual and Group Insurance, Wealth Management, Estate Planning, Travel Insurance On-line, Health and Dental Insurance Online, Life Insurance On-line, Critical illness Insurance Online, Visitors to Canada Insurance Online. http://www.arbetovinsurance.com/
(Self-Employed; 201-500 employees; Financial Services industry)
June 2002 — Present (6 years 4 months)
Registered Representative to sell Mutual Fund, Hedge Funds, Guaranteed Investment Banknotes, Limited Partnerships.
(Privately Held; 501-1000 employees; Financial Services industry)
August 2000 — Present (8 years 2 months)
Financial Planning, Insurance Planning, Investment Planning
(Non-Profit; 501-1000 employees; Financial Services industry)
August 1999 — October 2001 (2 years 3 months)
Individual and Group RESPs
(Privately Held; 11-50 employees; Financial Services industry)
December 1990 — August 1997 (6 years 9 months)
Financial Planning, Trade, Toys Import
(Financial Services industry)
1989 — 1992 (3 years)
Software Development and Maintanance
FMA, Wealth Management, 2001 — 2004
Associate Financial Planner, Financial Management, 1999 — 2003
Diploma, Economics, Finance, 1992 — 1994
MsSc, Computer Science, 1978 — 1983
Wealth Management, Investing, Insurance Planning, Travel Insurance, Visitors to Canada Insurance, Financial Planning, Tax Planning, Portfolio Management
CFP of Canada, Russian Community
Insurance Top Producer, CF Canada Financial Inc, 2002 (Awarded 4 days Las Vegas Vacation for 2)
National Top Producer, RESP-CET 2000, Canada
1985 - Prize-Winner in Applied Math Research (Tcheliabinsk, Soviet Union)
1982 - Prize-Winner in National Applied Math Competition (Novosibirsk, Soviet Union )
1981 - Prize-Winner in National Applied Math Competition (Kharkiv, Soviet Union )
1982 - Prize-Winner in Ukrainian Universities Math Contest (Kiev, Ukraine)
1981 - Prize-Winner in Ukrainian Universities Math Championship (Kiev, Ukraine)
1979, 1980, 1981, 1982 - Prize-Winner in Regional Universities Math Competition (Donetsk, Ukraine)