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    • Financial Planning


      Financial Planning is a detailed exercise of taking hopes, dreams and realistic goals and mapping out plans that take into consideration time, risk, taxation, inflation and growth...
      » Learn more
    • Money Management


      Money is first and foremost a tool for acquisition. Therefore, money management requires different strategies depending on the eventual purpose for it...
      » Learn more
    • Registered Disability Savings Plans


      We help adults and children with disabilities in Ontario receive Canada Government Grants, preserve their Ontario Disability Support Payments (ODSP), apply for a Registered Disability Savings Plan (RDSP), and build better and brighter financial future...
      » Learn more
    • Risk Management


      Every personal or business financial plan must take into consideration all the risks that may be involved...
      » Learn more
    • Intergenerational Asset Transfer


      Every parent wants their child to do better than themselves, to have more and to want for less. It is because of this, that many elders look to establish an effective estate plan that makes sure that what they leave to others get there with the least amount of tax, costs and time...
      » Learn more
    • Career Transitions


      We will help you deal with the worst financial fear – what to do (and what not to do) with your money when the regular pay stops coming...
      » Learn more
  • About Us
    • Agency
    • Advisors
    • Partners
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  • Contact
  • Home
  • Services
    • Financial Planning


      Financial Planning is a detailed exercise of taking hopes, dreams and realistic goals and mapping out plans that take into consideration time, risk, taxation, inflation and growth...
      » Learn more
    • Money Management


      Money is first and foremost a tool for acquisition. Therefore, money management requires different strategies depending on the eventual purpose for it...
      » Learn more
    • Registered Disability Savings Plans


      We help adults and children with disabilities in Ontario receive Canada Government Grants, preserve their Ontario Disability Support Payments (ODSP), apply for a Registered Disability Savings Plan (RDSP), and build better and brighter financial future...
      » Learn more
    • Risk Management


      Every personal or business financial plan must take into consideration all the risks that may be involved...
      » Learn more
    • Intergenerational Asset Transfer


      Every parent wants their child to do better than themselves, to have more and to want for less. It is because of this, that many elders look to establish an effective estate plan that makes sure that what they leave to others get there with the least amount of tax, costs and time...
      » Learn more
    • Career Transitions


      We will help you deal with the worst financial fear – what to do (and what not to do) with your money when the regular pay stops coming...
      » Learn more
  • About Us
    • Agency
    • Advisors
    • Partners
  • What’s New
    • News
    • Events
    • Useful Links
  • Contact

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Lazar Wealth2023-12-19T16:16:25-05:00

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Lazar – Wealth Succession Strategies is an active member of these professional groups:

Financial Standards Planning Council

Canadian Initiative for Elder Planning Studies

Advocis – Canadian financial & Insurance Advisors Association

Canadian Financial Planners Association

Markham Board of Trade

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Services

» Financial Planning

» Money Management

» Registered Disability Savings Plans

» Risk Management

» Intergenerational Asset Transfer

» Career Transitions

Lazar Wealth Succession Stategies Inc.

Address: 8920 Woodbine Ave, Suite 203
Markham, ON L3R 9W9

Phone: (905) 480-0344
Copyright Lazar Wealth | All Rights Reserved
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