LAZAR-WEALTH SUCCESSION STRATEGIES INC.

Representing London Life Insurance, Quarus Investments,
and a Wide Range of Financial Companies

Customer Service Promise

  • My customer service promise is to provide my clients with up to date, complete and comprehensive information so that they are confident in making informed financial planning decisions.
  • The advice and counsel that I render will be based on full disclosure, understanding the goals and objectives and guaranteed confidentiality.
  • I will endeavor to provide my clients with the best on-going service possible by providing opportunities for periodic reviews and being available for queries and concerns.

 


Isaac Lazar, CFP
Certified Financial Planner

Background
I have been associated with London Life and Freedom 55 Financial for more than 25 years. After spending more than 7 years in a sales management role, in 1991 I decided to return to private practice. In order to better serve my clients and grow my business, I have attained my Certified Financial Planning designation and have completed various financial planning and estate planning training courses. I am a member of the Investment Funds Institution of Canada and the Financial Planners Association of Canada. I am licensed to initiate and maintain Mutual Funds, Segregated Funds, Labour Sponsored Funds, Life Insurance, Disability Insurance, Health and Dental Plans as well as Critical Illness and Group Insurance Plans. With access to a variety of professionals and other companies at my disposal, I am able to provide my clients with valuable insurance & investment financial planning solutions that meet today’s needs and tomorrow’s plans.
 
“KEEPING TOGETHER WHAT YOU SPENT A WHOLE PUTTING TOGETHER”
 
 
8920 Woodbine Ave. Ste.203, Markham, On L3R 9W9
Ph: 905-480-0344 Fx: 905-480-0328