The Robin Langis Group

About Robin

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.

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.