Our approach is simple yet comprehensive - by understanding that the needs and situations of each client are unique to them and developing effective and meaningful strategies to meet their goals at all stages of their lives. Go to full description...
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As an independent Financial Planning firm, we will partner with you to educate and guide you as well as implement financial strategies which will enable you to achieve your goals. Lazare Financial Services is independent of any financial institution and we are advocates working for you without bias.
We are passionate about helping people make financial decisions that are in consonance with their principles, values and dreams as well of those of their heirs. We welcome the opportunity to show you how.
Located in Kelowna, British Columbia we work for clients throughout the Okanagan Valley, British Columbia and Alberta. Whether you are interested in a comprehensive financial plan or more specific wealth creation advice, we will provide you with experienced, knowledgeable and professional service. Complimentary Consultation Offered