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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At Langis Potvin Financial Planning, we optimize your financial journey through modern technology and sophisticated expertise, providing dynamic, personalized strategies. We’re dedicated to connecting you with holistic, transparent advice that aligns with your unique goals.

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Meet the team

Robin Langis, CFP®
Wealth Planner
Christine Harper
Administrative Assistant
Sameer Amin, MBA, CIM®
Portfolio Manager
Phillip Soares, CIM®, PFP®
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 prioritizes ethical standards and makes sure that all recommendations are aligned with our clients’ best interests. By staying true to our values, we can build lasting relationships built on trust and respect, helping our clients feel confident as they navigate their financial journey.

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 makes sure 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 personalized 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, with your financial well-being always our top priority.

Timeline

July 2004

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

September 2013

Joined FundEX Investments as a Licensed Mutual Fund Sales Representative, expanding his expertise and serving clients with personalized investment solutions.

October 2021

Transitioned to Wealth Planner at Optimize Wealth Management. At Optimize Robin offers 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 our involvement with First book Canada, we help remove barriers to learning by providing essential resources and opportunities for educators and students. This reflects our team’s belief in fostering a brighter future, and making sure that every child has access to quality education.

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Advancing pediatric health is another priority for Langis Potvin Financial Planning. By contributing to SickKids, we support groundbreaking research and provide world-class healthcare for children. Our involvement not only helps improve health outcomes but also offers hope and healing to families, underscoring our dedication to bettering the lives of young patients and fostering healthier communities.

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Promoting cultural awareness and unity is a key for Langis Potvin Financial Planning. Through our support of the God Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and foster understanding between Indigenous and non-Indigenous communities in Canada. Our involvement reflects a commitment to creating a more inclusive and compassionate society for future generations.

@ 2025 - Optimize Asset Management

Optimize Global Asset Management Inc. (operating as “Optimize Asset Management” or “Optimize”) is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as “Optimize Wealth Management”) is a member of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (“CIPF”). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize’s Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., it's subsidiaries and affiliates.