Financial Planning

I am dedicated to serving my clients and helping them achieve financial stability and long-term wealth. With extensive experience in financial planning and insurance, I work for my clients—not financial institutions—to provide tailored strategies that align with their goals.

As a Certified Financial Planner (CFP) since 2003 and a Financial Management Advisor (FMA) since 2004, I have the expertise to guide both individuals and corporations through complex financial decisions. My knowledge extends beyond basic financial planning, enabling me to counsel high-net-worth clients on advanced wealth management strategies.

I maintain CFP Professional in Good Standing status in British Columbia and am an active member of the Certified Financial Planners Association. Additionally, I am deeply involved in the Russian and Ukrainian communities in Greater Vancouver, contributing articles to newspapers and magazines in Canada and internationally.

My educational background includes:

• Financial Management Advisor (FMA) certification from the Canadian Securities Institute (2004, #2408)
• Financial Management studies at the British Columbia Institute of Technology (2003)
• Level 2 Financial and Insurance Advisor certification with CAIFA (a 9-month program)
• Master’s Degree in Business and Finance from the State Academy of Management, Ukraine (1994)
• Master’s Degree in Computer Science and Mathematics from Ukraine (1983)

To stay ahead in the ever-evolving financial landscape, I complete over 40 hours of continuing education annually by attending financial seminars, forums, and summits with top investment and insurance companies.

My clients always come first, and I am committed to delivering the highest level of service, integrity, and expertise.

On a personal note, I have been happily married for over 30 years, blessed with two wonderful children and the most amazing wife in the world.