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.
