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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At The Lank Group, we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

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Meet the team

Darcy Lank

Darcy Lank

Wealth Planner

Gerri Lank

Gerri Lank

Wealth Planning Assistant

Interior of a grand building with tall arched windows, ornate marble columns, decorative molding, and a large chandelier with round lights hanging from the ceiling.

Team Values

  • Putting clients first is not just a value; it’s our guiding philosophy at The Lank Group. Every interaction, decision, and strategy is rooted in understanding and prioritizing our clients’ needs and goals. We are dedicated to delivering personalized, thoughtful guidance that helps clients achieve financial success while fostering long-term relationships built on trust and care.

  • Ethics guide every decision at The Lank Group. We believe that a strong moral compass is essential to delivering truly exceptional service. By adhering to the highest ethical standards, we ensure our clients receive unbiased, honest, and transparent advice. This commitment permeates every aspect of our work, from onboarding new clients to providing ongoing support.

  • At The Lank Group, integrity is our foundation. We are committed to doing the right thing, even when no one is watching. This unwavering dedication to ethical practices ensures that every action we take reflects honesty, accountability, and respect for our clients. By consistently prioritizing what is right, we build trust and create meaningful relationships that stand the test of time.

Supporting our community

The Lank Group is dedicated to supporting the well-being of children and youth in need. Through our involvement with the Children's Hospital of Eastern Ontario (CHEO), we help provide essential resources and opportunities for young patients and their families. By contributing to a leading pediatric healthcare and trauma center, The Lank Group demonstrates its commitment to fostering a healthier future where every child has access to the care and support they need to thrive.

The Lank Group is committed to making a positive impact in communities across Canada. Through our support of Second Harvest, the country’s largest food rescue organization, we help reduce food waste while ensuring that surplus, nutritious food reaches those in need. By partnering with Second Harvest, The Lank Group reinforces its dedication to sustainability and food security, helping charities and non-profits provide essential nourishment to individuals and families facing food insecurity.

The Lank Group is proud to support the Ottawa Food Bank in its mission to fight hunger and ensure food security for individuals and families in need. By working with local farmers, collecting fresh produce, and efficiently distributing food across Ottawa, the Ottawa Food Bank plays a crucial role in the community. Through our support, The Lank Group helps provide essential nourishment to those facing food insecurity, reinforcing their commitment to building a stronger, healthier future for all.

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Optimize Global Asset Management Inc. (operating as "Optimize Asset Management" or "Optimize") is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as "Optimize Wealth Management") is a member of the Canadian Investment Regulatory Organization ("CIRO") and the Canadian Investor Protection Fund ("CIPF"). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize's Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., its subsidiaries and affiliates.