Lazare Financial Services
Lazare Financial Services, located in Kelowna, BC, is dedicated to enhancing individuals' financial well-being through a systematic approach to financial planning. By utilizing an online collaborative tool, they aim to identify and address planning gaps, ensuring clients can effectively save and manage their expenses.
Founded by Ric Lazare, who brings over 20 years of experience in providing service to business clients, the firm offers a range of insurance and financial products including term life, whole life, critical illness, and travel insurance, among others. Lazare Financial Services is committed to starting every client relationship with a meaningful conversation to tailor solutions to personal financial goals.
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