Meet Apurva Parashar
Apurva brings more than 14 years of experience in the areas of Investment Management, Financial Services, Corporate Finance and Management Consulting.
She completed her Master of Business Administration (MBA) in Corporate Finance and Strategic Consulting from Schulich School of Business, York University, Ontario in 2012 and is a CAIA & CIM charter holder.
Apurva was also a National Level swimmer and has a Bachelor’s in Music from three different universities. In addition to English, Apurva can also speak Hindi, Punjabi, Gujarati and Marathi.
What is your superpower?
I would say I help people’s financial goals come true.
Why should someone choose Alitis?
One of the big reasons I would recommend people choose Alitis as a firm is we’re in the business of trying to do what’s right for you, what’s right for our client and that is really reflective in the client retention rate that Alitis has because Alitis has a client retention rate of over 99%; and that truly speaks to the level of trust that our clients have – most of our referrals are from existing clients who recommend their good experiences to their extended family and friends.
What do you love about your job at Alitis?
The fact that we are able to really make a meaningful positive impact in the life of our clients, the second and most important also is I am able to work with the great team because when you spend 40, 50, 60, hours a week you want to be doing a job that you really enjoy and with the people that you really enjoy and Alitis is able to provide that and that just helps make work more fun.
When you aren’t working, what do you do for fun?
Both me and my husband are avid hikers so we live in this glorious place with Strathcona Provincial Park being close to us, Gold River hiking spots being close to us so we try to get out for a lot of hikes in the summer and fall, I would say averaging between 15 to 25 hikes each year. I also enjoy getting out on the water with some kayaking activities and when I am at home I love reading, so reading is a guilty pleasure for me as well as doing a little bit of gardening.
Why do you work at Alitis?
It’s almost an extended family environment, it’s not just cut and dry professional relationship: “Here you go, I’ve made you some money, your investment reports are good, you’re out the door” We really genuinely connect with our clients, whether its in term of helping them with a financial plan that they have, whether its in terms of helping them if they are dealing with the loss of a loved one, it’s a very very community and family-oriented environment and that is what genuinely spoke to me.
What is the most satisfying part of your job?
I’ve never felt like an outsider here, whether its with my clients or whether its my teammates. I’ve never discounted because I look different or maybe I have an accent. I’m always considered a part of the team and my input is just as valuable as somebody else’s. That genuinely makes me feel very confident and very at peace with working for a firm that really values that culture.
Connect with Apurva
Disclaimers and Disclosures – Alitis Investment Counsel Inc. (“Alitis”)
This video is provided for informational purposes only and does not constitute an offer or solicitation to buy or sell any securities discussed herein to anyone in any jurisdiction where such offer or solicitation would be prohibited.
Opinions expressed in this video should not be relied upon as investment advice. This video does not take into account the investment objectives, risk tolerance, financial situation or specific needs of any particular person. Each person’s investment objectives, risk tolerance, financial situation and specific needs should be evaluated before making any investment decision. This video may contain economic analysis and opinions, including about future economic and financial markets performance. These are based on certain assumptions and other factors, and are subject to inherent risks and uncertainties. The actual outcome may be materially different. All opinions expressed herein constitute judgements as of the date of this video and are subject to change without notice.
Unless otherwise noted, the indicated rates of return are the historical annual compounded returns for the period indicated, including changes in security value and the reinvestment of all distributions and do not take into account income taxes payable by any securityholder that would have reduced returns. The investments are not guaranteed; their values change frequently and past performance may not be repeated. Unless otherwise noted, risk refers to the annualized standard deviation of returns for the period indicated.
The information contained in this video has been drawn from sources believed to be reliable but is not guaranteed to be accurate or complete. Alitis assumes no duty to update any information or opinion contained in this video.
© 2022 Alitis Investment Counsel Inc. All rights reserved. Unauthorized use, distribution, duplication or disclosure, in whole or in part, or in any form or manner, without the prior written permission of Alitis is prohibited by law.