Areas of Practice
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.
Use our Financial Calculators to determine various scenarios.
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.