Isaac has been associated with London Life for over 30 years. After spending more than 7 years in a sales management role, in 1991 he decided to return to private practice. In order to better serve his clients and grow his business, Isaac achieved his Certified Financial Planning and Elder Planning Counsellor designations. He is also a member of the Investment Funds Institute of Canada, the Canadian Institute of Financial Planners and Advocis.
While still maintaining his affiliation with London Life, in December 2007, Isaac relocated from their financial centre to establish his own boutique practice in Markham, Ont.
Isaac’s scope and breadth of knowledge spans many topics including (but not limited to) taxation, succession planning and wealth accumulation.
Isaac is also very involved in community and charitable causes through his 30 year association in Freemasonry, specifically within the Toronto Don Valley District.
Brenda & Wall Russell
Isaac has managed our financial portfolio for many years. Isaac’s financial expertise, professionalism, and commitment, together with his personal and respectful approach to his clients have built our trust and confidence in his abilities over the years. We know Isaac will look out for our best interests and we can rely on him. He is always a pleasure to meet with and he always makes us feel important.
Isaac was a very easy agent to work with. He had the answer to all the questions I had and made the whole process of getting life and disability insurance easy to manage. I strongly recommend his services.
FIRST SPICE MIXING COMPANY
First Spice Mixing Company engaged Lazar Wealth Succession Strategies, in December 2016, to manage the benefits program that was already in place via Great West Life Assurance Company. As the newly installed General Manager of the company, staff were complaining about the benefits program and the fact that the program manager was never available. Almost immediately after his engagement, Mr. Isaac Lazar arranged for a “Lunch & Learn” session at our facility. He provided both lunch and an associate from Great West Life to answer our questions and concerns. All came away from the meeting feeling better about the benefits and now knowing that there is a real person there to answer any questions. Mr. Lazar has continued to be an attentive manager of our benefits program. We meet to discuss each year’s renewal and he makes sure that we understand the reports and is always prepared to answer our queries.
We would have no hesitation in recommending Lazar Wealth Succession Strategies.
Paul & Jackie Phillips
I have confided in Isaac for personal financial guidance for roughly 13 years. Isaac’s approach is extremely professional with a tremendously warm personality. Isaac’s guidance has always been about what is best for me and my family based on my current situation and future desired situation. I have recommended Isaac to family and friends and highly recommend him to anyone who is looking for financial guidance.
Michael & Judy Litvak
Just about six years ago, we determined to move our investments from the bank to the care of Mr. Isaac Lazar because we felt that we were receiving only cursory attention from the large institution.
Mr. Lazar had arranged to meet to discuss how best to manage our funds. It was clear from the outset that Isaac prides himself on his approach to demystifying both investing and retirement along with the level of personal care that he affords his clients.
We meet regularly with Isaac to ensure that we are maximizing our investments according to our plan. He is always available for consultation and he is more than happy to offer education that will make you a better-educated consumer.