Lazar Wealth

Finance · Canada · 1-10 Employees

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Overview

Headquarters

8920 Woodbine Ave Ste 203, Markham, Onta...

Phone Number

(905) 480-0344

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About Lazar Wealth

Lazar Wealth Succession Strategies Inc. is a boutique financial planning practice based in Markham, Ontario, specializing in comprehensive financial services provided by Certified Financial Planners. Their offerings include financial planning, money management, registered disability savings plans, risk management, intergenerational asset transfer, and support for career transitions. The firm aims to assist individuals and families, particularly those with disabilities and those planning for future generations, in achieving their financial goals. Lazar Wealth is committed to delivering tailored strategies that consider various financial risks and opportunities.Explore more
Lazar Wealth's Social MediaPopular SearchesLazar WealthLazar Wealth Succession Stategies IncKarl A Smith, Certified Financial PlannerLazar - - Wealth Succession Strategies IncLazar - WealthSIC Code 62,628NAICS Code 52,523Show more

Lazar Wealth Org Chart

PhoneEmail
CW
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lazar Wealth

<$5M
1-10
Private
-
2005
CW
Claudia WetzelAgency Manager
<$5M
11-50
Private
-
2005
LN
Lucas NurkowskiWealth Associate
<$5M
1-10
Private
-
1995
JL
Jack LumsdenFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
CS
Craig SimpsonFinancial Advisor
<$5M
1-10
Private
-
2011
<$5M
1-10
Private
-
2009
RL
Renee LedwinkaExecutive Assistant
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Lazar Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Lazar Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lazar Wealth.

Lazar Wealth Tech Stack

A closer look at the technologies used by Lazar Wealth

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Frequently Asked Questions Regarding Lazar Wealth

What is Lazar Wealth's official website?
Lazar Wealth's official website is www.lazarwealth.com
What is Lazar Wealth's Revenue?
Lazar Wealth's revenue is <$5 Million
What is Lazar Wealth's SIC code?
Lazar Wealth's SIC: 62,628
What is Lazar Wealth's NAICS code?
Lazar Wealth's NAICS: 52,523
How many employees does Lazar Wealth have?
Lazar Wealth has 1-10 employees
What industry does Lazar Wealth belong to?
Lazar Wealth is in the industry of: Finance, Securities Trading
What is Lazar Wealth competition?
Lazar Wealth top competitors include: Kudsia Leith Sanchez, Personal Solutions Financial, Jack Lumsden, Starview Financial Advisors
What technology does Lazar Wealth use?
Some of the popular technologies that Lazar Wealth uses are: WordPress.org, PHP, Microsoft 365, Google Tag Manager
How do I contact Lazar Wealth?
Lazar Wealth contact info: Phone number: (905) 480-0344 Website: www.lazarwealth.com
What does Lazar Wealth do?

Lazar Wealth Succession Strategies Inc. is a boutique financial planning practice based in Markham, Ontario, specializing in comprehensive financial services provided by Certified Financial Planners. Their offerings include financial planning, money management, registered disability savings plans, risk management, intergenerational asset transfer,... and support for career transitions. The firm aims to assist individuals and families, particularly those with disabilities and those planning for future generations, in achieving their financial goals. Lazar Wealth is committed to delivering tailored strategies that consider various financial risks and opportunities.Read More

What are Lazar Wealth social media links?
Lazar Wealth Linkedin page Lazar Wealth Facebook page
Is Lazar Wealth a public company?
Lazar Wealth is private company therefore does not currently have an official ticker symbol
See more information about Lazar Wealth

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