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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...
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Money is first and foremost a tool for acquisition. Therefore, money management requires different strategies depending on the eventual purpose for it...
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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...
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Risk Management
Every personal or business financial plan must take into consideration all the risks that may be involved...
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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...
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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...
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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
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Advisors
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Lazar Wealth
2026-09-02T16:14:46-04:00
Meet Our Advisors
Vlad Solokhine, CFP®
Certified Financial Planner®
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Florin Tapalaga, B.Sc.
Financial Advisor
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David Dorscht
Investment Advisor
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…
Bruno Manzinali
Licensed Insurance Agent
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Karen McCarrol
Investment & Insurance Advisor
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Daniel Zanzonico
Licensed Insurance Agent
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Maxim AJ James, MBA.
FSRA Licensed Agent
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Brian Taub, B’Comm., CPA, CGA
Licensed Insurance Agent
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David Andreoli, CLU
Financial Planner
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…
Jennifer Lazar-Gold
Financial Advisor
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Mishu Vellani, (she/her)
CFP®, Investment and Financial Security Advisor
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Laura Reid
FSRA Licensed Agent
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Peter Drum, B.A., CLU, CFP, CHS, EPC
Certified Financial Planner (CFP)
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…
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