Vlad Solokhine, CFP®

Financial Planner, Lazar-Wealth Succession Strategies

About Vlad Solokhine

Vlad Solokhine is a Certified Financial Planner® with over 15 years of experience in the financial services industry. He is a team member at the Lazar-Wealth Succession Strategies, a financial planning boutique in Markham, ON. Before starting his own financial planning practice in 2012 he had a privilege to work in a major Canadian bank, an insurance company, and a mutual funds company in advisory and senior management roles.

In his practice Vlad specializes in philanthropy planning, helping people with disabilities, and people in career transition. He is the Chairman of the Board of High Notes Avante – the registered charity that inspires people touched by mental illness through artistic expression. Vlad is also a member of the professional advisor committee of the Canadian Association of Gift Planners.

Vlad lives in Markham and in his spare time enjoys family activities with his wife and three children.

Interesting fact – Vlad has a bachelor’s degree in physics.

Typical Clients

Vlad’s typical client would be a charitable minded individual or a couple looking to create a retirement plan and estate transfer strategies. Vlad helps his clients turn taxation into charitable donation. This approach is fully supported by Canadian Revenue Agency. There is a wide range of financial instruments and strategies that allow every Canadian to distribute their tax dollars to the registered charities that they personally support. The best examples would be properly structured life insurance policy or Registered Retirement Income Plan.

Vlad is well known among Ontario Environmental charities where he regularly conducts webinars and other educational events.