Robin Langis, CFP,

Senior Relationship Manager at Optimize Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Ottawa, Ontario, Canada, CA
Languages
  • English -
  • French -

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Credentials

  • Certified Financial Planner (CFP)
    FP Canada
    Nov, 2004
    - Nov, 2024

Experience

  • Optimize Wealth Management
    • Canada
    • Financial Services
    • 100 - 200 Employee
    • Senior Relationship Manager
      • Nov 2021 - Present

      At Optimize, I assist my clients with their financial planning needs while at the same time acting as their main point of contact for any of their client relationship needs, including by ensuring that all investment advice is provided to clients by a Licensed Optimize Representative (Associate Advising Representative or Advising Representative). Together, we look forward to working with you to Set Your Goals and Make Them Happen. At Optimize, I assist my clients with their financial planning needs while at the same time acting as their main point of contact for any of their client relationship needs, including by ensuring that all investment advice is provided to clients by a Licensed Optimize Representative (Associate Advising Representative or Advising Representative). Together, we look forward to working with you to Set Your Goals and Make Them Happen.

  • Langis Potvin Financial Planning
    • Ottawa, Ontario
    • Owner, Certified Financial Planner
      • 2019 - Present

  • Financial Solutions Canada
    • Orleans, On
    • Owner, Founder, Financial Solutions Canada
      • Jun 2004 - Present

      Tax Preparation Services Tax Preparation Services

Education

  • St. Francis Xavier University
    B.B.A.
    1989 - 1993

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