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    • 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
  • About Us
    • What’s New
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  • Contact
  • 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
  • About Us
    • What’s New
  • Useful Links
  • News
  • Contact

Useful Links

Useful LinksVlad2022-08-10T15:41:57+00:00

GENERAL

»Canada Life Client Login

» Quadrus Investments — New Client log-in

» Markets Today

» Service Canada

» Canada Pension Plan – CPP

» Old Age Security – OAS

» Bank of Canada – Exchange Rate, Key Interest Rate and other useful financial information

» What to do when someone dies

DISABILITY

» Disability Tax Credit – who is eligible and how to apply

» Government Form T2201 to apply for Disability Tax Credit

» Ontario Disability Support Program (ODSP)

» Assistance for Children with Severe Disabilities in Ontario

ASSOCIATIONS & REGULATORS

» Financial Planners Standards Council – CFP

» Advocis

» Canadian Institute of Financial Planners

» Canadian Initiative for Elder Planning Studies – EPC

» Financial Services Commission of Ontario

» Investment Funds Institute of Canada – IFIC

»Mutual Funds Dealers Association of Canada – MFDA

Lazar – Wealth Succession Strategies is an active member of these professional groups:

Financial Standards Planning Council

Canadian Initiative for Elder Planning Studies

Advocis – Canadian financial & Insurance Advisors Association

Canadian Financial Planners Association

Markham Board of Trade

Recent Posts

  • February 2023 market update – Central banks continue the fight against inflation
  • January 2023 market update – The Bank of Canada signals a pause on the horizon
  • 2023 Market Outlook Report
  • December 2022 market update-After a seventh hike by the Bank of Canada
  • 2022 WELLNESS EXPO

Services

» Financial Planning

» Money Management

» Registered Disability Savings Plans

» Risk Management

» Intergenerational Asset Transfer

» Career Transitions

Lazar Wealth Succession Stategies Inc.

Address: 8920 Woodbine Ave, Suite 203
Markham, ON L3R 9W9

Phone: (905) 480-0344
Copyright Lazar Wealth | All Rights Reserved
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