It is definitely an eye opener to have a plan established at whatever life stage you are in. I would be more than happy to discuss how my role as a Financial Security Advisor at Lazar Wealth Succession Strategies will benefit you in your financial planning.
With over 7 years of experience with Canada Life, I am confident in what I do and how I bring value to the table, while presenting the best possible solutions to my clients. Whether you are at the stage of buying a house, getting married, having kids, looking into retirement, or just simply saving more on a month-to-month basis.
I will create a plan that fits your needs and support you in implementing it with continued future review.
My goal as a Financial Advisor is to service and support you along the way in making informed decisions about insurance and investments that fulfill immediate, specific and long-term needs.
You are not alone through the whole process; I am here to help.