The Darcy Lank Group

About Darcy

Darcy was born and raised in Western Canada and moved to Ottawa in 1986 while working with a large national firm as a District Manager. In 1991, he made a career change and entered the financial services industry.  As a life-long planner and saver it was a perfect fit. To support his commitment to the industry, Darcy has obtained both the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) professional designations.

Since 1992, Darcy has been a proud member of Advocis, The Financial Advisors Association of Canada.  Advocis members are professional financial advisors who adhere to an established professional Code of Conduct, uphold standards of best practice, participate in ongoing continuing education programs and are committed to putting their client interests first.

Serving his clients with a holistic process is very important to Darcy. With 30 years’ experience he has the knowledge and expertise to utilize a variety of personal financial solutions.  His advice is based around the principles of short and long term investing, diversified portfolio management, insurance solutions, tax preparation and estate planning.

As a business owner, husband and father of two wonderful sons, Darcy understands the demands of today’s family and the importance of a balanced life and a reliable financial plan. He enjoys living in Ottawa and everything this beautiful city has to offer.

The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.

For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.