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Ric Lazare

Lazare Financial Services
Life, Disability & Annuity Insurance

Contact Information:

Kelowna, BC V1W1G1
Canada

Years in Business:

 

2

Clients I'm Seeking:

 

Families, small business owners and individuals who want to ensure a guaranteed income for life.

About My Business:

 

My clients appreciate the "client's needs first mentality" that governs my financial services practice and the perspective that I bring. Financial planning does not need to be complicated. I take a holistic approach and have a unique process with which we identify, prioritize, analyze, discuss and fulfill the planning needs that lead to a satisfactory future financial position regardless of unplanned life events.

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