Langis Potvin Financial Planning
Senior Financial Planner
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 Robin Langis Value Add
Robin 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, Robin 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. Robin measures his success by how well he has helped his clients achieve their specific goals and objectives.
Robin'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. Robin, 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 Robin and a licensed portfolio manager from Optimize are outlined in detail below.
As a Senior Financial Planner, Robin 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.
Robin's Wealth Management Team
Head of Financial Planning