Isaac Lazar, a venerated financial planner with over four decades of expertise, is a cornerstone of the Kavanah Foundation Board of Directors. As the principal and founder of Lazar – Wealth Succession Strategies Inc., Isaac has dedicated his career to the nuanced art of financial guidance, specializing in wealth succession and holistic financial planning. His firm, strategically based in Markham, serves a wide clientele across the Greater Toronto Area and beyond, testament to his reputation for personalized, confidential advisory services.

Isaac’s professional journey is underpinned by his memberships in esteemed organizations such as the Canadian Institute of Financial Planners, Advocis, and the Canadian Initiative for Elder Planning Studies. His adherence to a strict code of ethics and commitment to client-centric, holistic planning principles reflect the values at the heart of the Kavanah Foundation. Isaac is driven by a mission to empower individuals and families with the knowledge and tools necessary for informed financial decision-making and seamless generational wealth transfer.

Beyond his professional endeavors, Isaac’s life is rich with personal achievements and community involvement. With a marriage spanning 47 years, four children, and four grandchildren, the concept of legacy is deeply ingrained in both his personal and professional life. His 46-year tenure as a Freemason highlights his dedication to community and integrity.

At the Kavanah Foundation, Isaac leverages his financial acumen to foster an environment of empowerment and purpose. His expertise not only contributes to the foundation’s strategic growth but also ensures our endeavors are underpinned by sustainable financial practices. Isaac embodies the foundation’s commitment to transforming lives through dedicated service and expertise, making him an invaluable asset to our board and the communities we serve.