Testimonials

I have known Ric since 2006 and would not hesitate to refer him and his team at Lazare Financial to anyone. 

Ric reviewed our existing life, disability and critical illness insurance coverage. He not only found ways to improve what we currently had, he implemented new strategies to protect my business, myself and my family while saving money for the future. 

Ric maintained constant contact to ensure we moved forward with our new plan yet I never felt pressured or rushed. 

Do yourself a favour and take 30 minutes to meet with him over coffee. You’ll be glad you did.

 

John Glennon

Sandler Training BC Interior

 

I wanted to tell you what a pleasure it was working with you and your team at Lazare Financial Services Inc. Your ideas, responsiveness, and implementation far exceeded my expectations. I will be sure to recommend your company as the opportunity arises. 

 

Brendon Rothwell

Notary Public

 

Ric and his team are top notch. They went above and beyond to meet our personal and business insurance needs. They also offer some innovative financial products for business owners. Highly recommended.

 

Georges Guilleminot

President, Optimal Purchasing Services

 

 

We are very pleased to sincerely recommend Ric to our friends and colleagues when the [sometimes sensitive] topic of financial planning comes up.

Balancing a busy life and thinking ahead was a challenge for us. Even talking about finances can be difficult at first. Ric’s kind manner and professionalism immediately engenders trust and confidence, so we booked some more time (his dime) and opened a discussion. Since then, we’ve found Ric to be a innovative financial coach and he has helped us with a range of services, from the very fundamental to the more complex. Thanks Ric for being our “guide on the side."

Wrae & Margaret Hill,  Kelowna, B.C.​​

 

 

Ric is a creative mind with a strong work ethic and genuine morals. I value Ric's time both in business and on a personal level.

 

Craig White

Owner, Water Park Toys Inc.

 

 

Ric took the time to explain all aspects of my insurance needs to me. He is personable, professional and caring.

 

Greg Hofmann

Family Counsellor at Kelowna Counselling Services

 

 

Ric has been great to work with. He really works hard to ensure our needs are met and he truly cares about the outcomes. It's always a pleasure to meet with Ric.

 

David Gibbs

Manager Prestige Hotels & Resorts​

 

To Whom It May Concern:

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.  In our business dealings Ric could always be trusted on to deliver his products and service on time and on budget; what he said he would do, he delivered.

Indeed, there were many instances when Ric would suggest guidance and alternatives to ideas that I was working on.  This was always done in a selfless manner and was greatly appreciated since Ric always kept himself current and “up to speed” on the latest market developments and innovations.  More than just a supplier, Ric was always considered a member of “the team” regardless of the clients I may have been working with at the time.

Ric Lazare is one of those rare individuals that I was lucky enough to meet and work with and I have no hesitation in recommending him.  He’s a great guy.

Alan Baldwin
Baldwin Communications
250-656-7550

 

Dear Ric,

Congratulations on entering the Financial Services field! Based on your business success in your previous ventures I am sure your future clients will benefit from your service and expertise.

We were privileged to work with you as a domain provider and website designer for the past number of years. At all times we were impressed by:

• Your initial sales process
• The excellent team that assisted you.
• Your technical assistance, including after hours response times
• Your website design

Hallmarks of your service approach were the terms “collaboration” and “inclusivity”; you ensured your clients were part of the process and “in the loop” on all your projects. No doubt these qualities will serve you well as you continue in your career.

Best wishes to you,

Ross Gilley

President
Lakeland Oil Ltd.

 

 

We’ve had the privilege of working professionally with Ric Lazare for over 8 years.  We met while we were starting up our business and he developed and maintained our website.  When he expanded into publishing we were happy to put our advertising dollars to work there, such was our trust and respect for him and his work ethic.

Over the years our professional relationship evolved into a friendship.  We came to appreciate his prompt professional answer to any queries and his creative and keen mind.  We found him to be honest and fair in our dealings and always a pleasure to do business with.  He’s a hard working family man with good values and common sense.  This, in our opinion, is a powerful combination and we know Ric will be awesome in his new endeavour.

Regards,
Leslie and Barry Smith
Kelowna Pool Tables Ltd.

Contact Us

Lazare Financial Services Inc.


Tel: 778-760-0020
Address: 110-565 Bernard Ave.

Kelowna, BC V1Y 8R4

© 2016 by Lazare Financial Services Inc.