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.

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Meet Our Team

Kathi Wake
Kathi WakeExecutive Assistant
Isaac Lazar, CFP®<br />
Certified Financial Planner®
Isaac Lazar, CFP®
Certified Financial Planner®
Principal
Vlad Solokhine, CFP®<br />
Certified Financial Planner®
Vlad Solokhine, CFP®
Certified Financial Planner®
Associate
Karl Smith, CFP®<br />
Certified Financial Planner®
Karl Smith, CFP®
Certified Financial Planner®
Associate
Florin Tapalaga, CFP®, B.Sc.<br /> Certified Financial Planner®
Florin Tapalaga, CFP®, B.Sc.
Certified Financial Planner®
Associate
Tara Downs Rocchetti, CFP®, PhD<br />Certified Financial Planner®
Tara Downs Rocchetti, CFP®, PhD
Certified Financial Planner®
Associate
David Dorscht<br />
Investment Advisor
David Dorscht
Investment Advisor
Associate
Bruno Manzinali<br />
Investment Advisor
Bruno Manzinali
Investment Advisor
Associate