Services
What I Can Help You With
Planning
![diamond diamond](https://lifeplaninvestments.ca/wp-content/uploads/elementor/thumbs/diamond-piv3e0oy8nfjhxjc40jwqvh8onabvgkcjlamnw0ko0.png)
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Legacy
Retirement
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Financial
Corporate Insurance
![calculator](https://lifeplaninvestments.ca/wp-content/uploads/2022/02/planning.png)
Insurance
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Life & Critical Illness
Health & Dental
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Travel
Income Protection
![coins](https://lifeplaninvestments.ca/wp-content/uploads/2022/02/insurance-1.png)
Investments
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RRSP
RESP
TFSA
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Portfolio Management
Segregated Funds
![investment](https://lifeplaninvestments.ca/wp-content/uploads/2022/02/investments.png)
Features
Investment Executive
Connecting GTA
Services
What I Can Help You With
Planning
Legacy
Retirement
Financial
Corporate Insurance
![calculator](https://lifeplaninvestments.ca/wp-content/uploads/2022/02/planning.png)
Insurance
Life & Critical Illness
Health & Dental
Travel
Income Protection
![coins](https://lifeplaninvestments.ca/wp-content/uploads/2022/02/insurance-1.png)
Investments
RRSP
RESP
TFSA
Portfolio Management
Segregated Funds
![investment](https://lifeplaninvestments.ca/wp-content/uploads/2022/02/investments.png)
Features
Investment Executive
Connecting GTA
Biography
I started my journey as a medical student in Russia, then made a dramatic switch to join the financial services industry in Canada to help people plan, build and protect their wealth. This move led me to working in management and leadership development roles with a global financial service company.
In 2017, I quit my corporate role to start a new journey – a personal one aimed at changing the status quo of financial advice and the distribution of financial solutions. I was driven by the fact that over time I recognized that insurance and money management around the world is overly complicated and only benefits a privileged few. I believe managing money should be simple enough for everyone to understand.
That is why I created LifePlan Investments to help people plan and take control of their financial futures; and to make them aware of the insurance and investment solutions they can use to build and protect what is most important to them – all in a simple, understandable way.
At LifePlan Investments, I work with a team of professionals (accountants, lawyers, portfolio managers, and other financial advisors)to help plan their financial future, build wealth and protect their legacy and income.
Community
Healthcare
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Markham Stouffville Hospital Mental Health Walk
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ATI foundation
![sickkids SickKids Logo](https://lifeplaninvestments.ca/wp-content/uploads/elementor/thumbs/sickkids-pjd1y3j6cqtc4gyn5scbfzake3qw3078xjt76c6rjc.png)
SickKids
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St.John Ambulance
Non-profit
Food Bank
Feeding Homeless Toronto
![feeding homeless](https://lifeplaninvestments.ca/wp-content/uploads/2022/01/feeding-homeless-1.png)
Youth
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YPAM - VP of Business Partnership and Development
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Mount Joy School, Treasurer
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Junior Achievement
Community
I always believe in building and supporting communities and volunteering
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Support Richmond Hill Rotary club
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City of Markham - Pongal Heritage event
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Financial Literacy & Mentorship
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Access Employment mentorship
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