Toronto, November 17, 2021 – Optimize Wealth Management announced the recent addition of Senior Financial Planner, Robin Langis to the firm. Robin has extensive experience helping families in the Orleans region for over twenty years.
“We are pleased to have another highly skilled and experienced planner like Robin join the Optimize team. We are confident that he will help us continue to provide a premier level of service to our clients,” said Matthew McGrath, Head of Advisory Channel and Corporate Development at Optimize Wealth.
At Optimize Wealth’s newest office in Orleans, Robin will provide clients with a comprehensive approach to financial planning, benefiting from the support of an experienced team of licensed portfolio managers to help achieve clients’ long-term financial goals.
“I’m thrilled to be joining Optimize,” said Robin Langis. “The move ensures that my clients will benefit from robust portfolio management and a multi-family office platform from one of Canada’s leading portfolio management firms”.
About Robin Langis
Robin Langis is a bilingual Certified Financial Planner, who prides himself on providing independent financial advice. His full service financial practice guides clients towards reaching their financial goals. He also provides tax preparation services to existing income tax clients, investment clients, or by referral.
Robin offers comprehensive financial planning services to clients throughout the Ottawa area and beyond. Robin’s strengths include a systematic, customized, approach to gathering and analyzing each client’s unique data. He then formulates recommendations that are both practical and effective.
Robin was awarded the Certified Financial Planner designation in 2004 by the Financial Planners Standards Council. He also obtained a Bachelor of Business Administration from St. Francis Xavier University in 1993, and completed his Canadian Securities Course in 1995 and is working towards his CIM. Robin is also licensed to offer Life Insurance and living benefits. More recently, Robin completed his Branch Manager Designation course in 2018.
On a personal note, Robin is married to Lisa Langis, who works as a local school teacher. They are both active in the community, and enjoy travel and watching their daughter’s dance and son’s hockey activities.
About the Optimize Wealth Advisor Platform
Optimize Wealth is an industry-leading Full Service Wealth Management Firm which has built a very Robust Advisor Platform whereby Advisors can provide their clients with a multi-family office service offering. We have in-house tax and will specialists that can prepare all of your clients’ tax returns as well as their wills. We also have Mortgage and Insurance specialists when needed and all of that augments our core Financial Planning and Portfolio Management services. We built our Advisor Platform with the belief that technology could make the financial management process simpler, more transparent, and more cost-effective for clients. It has quickly become clear to us that these services when provided alongside our in-house technology enables advisors and financial planners alike to deliver significant value to their clients well above the industry norms, which empowers them to grow their business exponentially.
Join Optimize Wealth: A firm built by Advisors, for Advisors
The financial services industry has seen a significant amount of change over the last two decades. What hasn’t changed is that ethical advisors are earnestly running wealth management practices centered on putting their clients’ interest first. Unfortunately, the growth initiatives and the seemingly endless bureaucratic and one-sided directives from many dealers have slowly put them at odds with this principle. Discover how we can work with you to break past your ceiling of complexity, simplify your business and unlock new opportunities. As your partner, we’ll help you deliver an exceptional client experience – one that not only cements client loyalty but also drives new business. We’ll show you how to streamline your processes, increase productivity and grow your bottom line. When you join Optimize Wealth, you become part of a team with one common goal, to help our Advisors build a better business while providing your clients with expert financial advice. The major difference at Optimize Wealth is that we measure our Financial Advisors’ success based on how well they help their clients achieve their goals rather than based on how much commissions or revenues
they generate from their clients.
Looking to Grow Your Practice or Map Your Exit?
Whether you want to refine your client segmentation strategy, focus on niche markets, or define your own succession plan, we’re here for you. We’ll work with you to build scale in your business, implement proven growth strategies, maximize the value of your business, or map your exit plan. Through it all, we’ll help you ensure your clients continue to get the attention they deserve. Whether you are looking to grow or exit the business, we are looking for experienced financial professionals who want to make a positive impact in their clients’ financial futures at the same time as achieving their specific goals.
Financial professionals who want to see how they can map their exit or gain a major competitive edge from Optimize’s next generation multi-family office platform while benefiting from a premium advisor compensation structure should reach out to Matthew McGrath for a confidential discussion at (416)-907-6733 or email email@example.com.