Lazar—Wealth Succession Strategies Inc. is a full-service financial planning practice. Isaac Lazar & the associates are Certified Financial Planners and/or have been in the industry for many years doing the work without the accreditation. We all work independently to serve our clients while leveraging the knowledge and experiences of being in the industry over many years. As a full-service agency we offer the service of preparing “Financial Plans” as well as the ongoing advice & counsel of managing insurance and wealth portfolios.
Learn more about the main lines of service that we offer:
- Financial Planning
- Money Management
- Registered Disability Savings Plans
- Risk Management
- Inter-generational Asset Transfer
- Career Transitions