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 and the Canadian Initiative for Elder Planning Studies, we have committed to abide to a strict code of ethics, based on the main principles of holistic planning and client centric services.

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


Meet Our Team

Kathi Wake
Kathi WakeExecutive Assistant
Isaac Lazar, CFP® - Principal
Isaac Lazar, CFP® - PrincipalCertified Financial Planner®
Vlad Solokhine, CFP®
Vlad Solokhine, CFP®Certified Financial Planner®
Florin Tapalaga, CFP®, B.Sc.
Florin Tapalaga, CFP®, B.Sc.Certified Financial Planner®
David Dorscht
David DorschtInvestment Advisor
Bruno Manzinali
Bruno Manzinali Investment Advisor
Tannor Manson
Tannor Manson Financial Security Advisor
Karen McCarrol
Karen McCarrol Investment & Insurance Advisor
Daniel Zanzonico
Daniel ZanzonicoFinancial Security Advisor
Claudia Wetzel
Claudia WetzelAgency Manager