Hey, I’m Ric Lazare, your Kelowna Mortgage Broker, thanks for visiting my website. You know when someone says “I have a guy”… well, when it comes to finances, a lot of times they are referring to me. You might even be here now because someone you trust mentioned we should talk! Or maybe you just stumbled upon this website thanks to Google… either way, welcome!
I’m a licensed mortgage broker and an independent insurance and investment advisor, which means I see the bigger financial picture and can help you with all of your financial planning needs. In today’s complex world of finances, it really does take a team, that’s why I spend a lot of my time handling mortgage transactions, while using my many years of business and financial experience to make suggestions to my clients, and then introducing them to the right people.
Consider me your point guy for all your financial planning needs.
