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Ric Lazare

Life Insurance Agent and Financial Advisor Kelowna

Our Philosophy

Kelowna Life, disability and critical illness Insurance, Financial advisor Kelowna

Areas of Practice

Kelowna Life Insurance, Disability Insurance and Critical illness insurance

​​Originally from Montreal, I moved to Kelowna with my wife Holly in 1995 to raise our children. It is one of the best decisions we ever made. I have been providing value added service to my business clients for over 20 years. I bring that experience, success and focus with client service to my role at Lazare Financial Services. It all starts with a conversation.​

​It's not complicated.......identifying, prioritizing, tracking, and addressing the gaps in planning is paramount to a sound financial life.

 

We use an online collaborative financial planning tool that accomplishes the statement above.

 

​In addition: save more, spend less.... you're welcome.

Calculators

Testimonials

Quote Request

Financial Advisor Kelowna

Use our Financial Calculators to determine various scenarios.

Kelowna Life, disability and critical illness Insurance, Financial advisor Kelowna

Click Here to request a quote on term life insurance.

It has been my great pleasure to know and work with Ric Lazare for almost twenty years.  Although Ric and I never socialized, I came to regard Ric as a friend and advisor.

Alan Baldwin