The Darcy Lank Team

Darcy Lank

Senior Financial Planner

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.

About Gerri

Gerri has been a financial planning assistant for over 25 years.  She pays close attention to detail and enjoys meeting and assisting clients.  She appreciates learning new technology and when not working she likes to be with family, travelling or on a golf course.

The Darcy Lank Value Add

Darcy provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. At Optimize, Darcy works alongside an experienced team of licensed portfolio managers to help clients achieve their desired long-term financial and investment goals.

The cornerstone of his service rests in effectively matching his clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. Darcy measures his success by how well he has helped his clients achieve their specific goals and objectives.

Darcy's Approach to Wealth Management

Optimizing your investments is an important step to achieving your financial goals but realize that it is just one step in a much longer journey. Darcy, along with a licensed portfolio manager from Optimize Wealth, will focus on looking at the complete picture as it relates to your particular situation. They begin this process by listening intently to your specific goals and objectives. They then analyze every aspect of your situation such as your investments, mortgage and other debt, will, insurance, company plan, and tax preparation needs.

Once they have completed their analysis, they together will then design you a coordinated strategy to achieve all of your particular goals and objectives. In order to provide you with a better sense of just how much value they could bring to you and your family, the range of services offered through Darcy and a licensed portfolio manager from Optimize are outlined in detail below.

*Investment Advice is only offered through a licensed Optimize Portfolio Manager

As a Senior Financial Planner, Darcy helps coordinate your financial plan by organizing the strategy into efficient steps toward your goals. Proper Wealth Management is an ongoing process which helps you make prudent decisions about your money in order to achieve your specific goals.

Contact

Location

Darcy's Wealth Management Team

Dave Taylor

Portfolio Manager

Warren MacKenzie

Head of Financial Planning

Gerri Lank

Financial Planning Assistant