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 Investment Advisor
Bruno Manzinali Investment AdvisorAssociate
Sashia Veerman
Sashia VeermanAssociate
Tannor Manson
Tannor Manson Financial Security Advisor
Karen McCarrol
Karen McCarrol Investment & Insurance Advisor