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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond managing money—we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

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Meet the team

Robin Langis, CFP®
Wealth Planner
Christine Harper
Administrative Assistant
Sameer Amin
Supervising Portfolio Manager
Phillip Soares
Associate Portfolio Manager

Team values

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Integrity as Our Foundation

At Langis Potvin Financial Planning, integrity is the cornerstone of our practice. We are dedicated to acting with honesty, fairness, and accountability in every decision we make. Our team prioritises ethical standards and ensures that all recommendations are aligned with our clients' best interests. By staying true to our values, we build lasting relationships based on trust and respect, helping our clients feel confident and secure as they navigate their financial journey with us.

Transparency in Every Step

Transparency is at the heart of Langis Potvin Financial Planning's approach. We believe that open, clear communication is key to building trust and confidence. By demystifying financial strategies and providing full disclosure, we empower our clients to make informed decisions. Our team ensures you always understand the “why” behind our recommendations, fostering clarity and confidence as we work together to achieve your financial goals. With us, transparency isn’t just a practice—it’s a promise to put your needs first.

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Client-First Approach

At Langis Potvin Financial Planning, our clients always come first. We take the time to understand your unique goals, priorities, and challenges, tailoring our advice to suit your specific needs. Our team is committed to providing personalised service, proactive solutions, and unwavering support at every stage of your financial journey. By focusing on your success, we aim to create long-term partnerships that deliver meaningful results and peace of mind, ensuring your financial well-being is always our top priority.

Timeline

July 2004

Robin begins his career as a Licensed Mutual Fund Sales Representative with Independent Planning Group, building a strong foundation in financial planning.

September 2013

Robin joins FundEX Investments as a Licensed Mutual Fund Sales Representative, continuing to expand expertise and serve clients with personalized investment solutions.

October 2021

Transitioned to Wealth Planner at Optimize Wealth Management, offering a comprehensive approach to financial planning, portfolio management, and long-term wealth strategies.

Supporting our community

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Langis Potvin Financial Planning is committed to supporting equitable education for children in low-income communities. Through their involvement with First Book Canada, they work to remove barriers to learning by providing essential resources and opportunities for educators and students. This reflects the team’s belief in fostering a brighter future where every child has access to quality education and opportunities for success.

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Advancing pediatric health is a priority for Langis Potvin Financial Planning. By contributing to SickKids, they support groundbreaking research and world-class healthcare for children. Their involvement helps improve health outcomes, while also offering hope and healing to families. This commitment underscores their dedication to making a meaningful difference in the lives of young patients and building healthier communities.

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Promoting cultural awareness and unity is a core value for Langis Potvin Financial Planning. Through their support of the Gord Downie & Chanie Wenjack Fund, they contribute to reconciliation efforts and foster understanding between Indigenous and non-Indigenous communities in Canada. Their involvement highlights a commitment to creating a more inclusive and compassionate society for generations to come.