Services
What I Can Help You With
Planning


Legacy
Retirement


Financial
Corporate Insurance

Insurance


Life & Critical Illness
Health & Dental


Travel
Income Protection

Investments



RRSP
RESP
TFSA



Portfolio Management
Segregated Funds

Features
Investment Executive
Connecting GTA
Services
What I Can Help You With
Planning
Legacy
Retirement
Financial
Corporate Insurance

Insurance
Life & Critical Illness
Health & Dental
Travel
Income Protection

Investments
RRSP
RESP
TFSA
Portfolio Management
Segregated Funds

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

Markham Stouffville Hospital Mental Health Walk

ATI foundation

SickKids

St.John Ambulance
Non-profit
Food Bank
Feeding Homeless Toronto

Youth

YPAM - VP of Business Partnership and Development

Mount Joy School, Treasurer

Junior Achievement
Community
I always believe in building and supporting communities and volunteering

Support Richmond Hill Rotary club

City of Markham - Pongal Heritage event


Financial Literacy & Mentorship

Access Employment mentorship
