About Lazar Wealth
Lazar – Wealth Succession Strategies Inc is a boutique financial planning practice dedicated to serving our clients on a personal, professional and confidential basis.  The practice is located in Markham as a central point to serve our clients throughout the GTA and beyond.

As members of the Canadian Institute of Financial Planners, Advocis — Association of Insurance & Investment Advisors, Canadian Initiative for Elder Planning Studies, we have committed to abide to a strict code of ethics, based on the main principles of “the client comes first”, “holistic planning” and “client centric services”.

Our goal is to provide our clients with up-to-date, complete and comprehensive information, helping them to increase their awareness & confidence in making informed financial planning decisions.


Meet Our Team

Kathi Wake
Kathi WakeExecutive Assistant
Isaac Lazar, CFP® <br />Certified Financial Planner®
Isaac Lazar, CFP®
Certified Financial Planner®
Vlad Solokhine, CFP®<br />Certified Financial Planner®
Vlad Solokhine, CFP®
Certified Financial Planner®
Karl Smith, CFP®<br />Certified Financial Planner®
Karl Smith, CFP®
Certified Financial Planner®