Robin Langis is a seasoned financial advisor with over 25 years of experience helping individuals and families plan with purpose and confidence. As a dually licensed advisor, he provides comprehensive financial planning, tax-efficient strategies, and estate planning to more than 300 clients across all stages of life. Known for his clear communication and client-first mindset, Robin builds lasting relationships rooted in trust, expertise, and personalized service.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At Langis Potvin Financial Planning, 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.
Book a meetingMeet the team
Robin Langis, CFP®
Wealth Planner
Christine Harper,
Administrative Assistant
Sameer Amin, MBA, CIM®
Supervising Portfolio Manager
Phillip Soares, CIM®, PFP®
Associate Portfolio Manager
Robin Langis, CFP®
Wealth Planner
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Christine Harper,
Administrative Assistant
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Sameer Amin, MBA, CIM®
Supervising Portfolio Manager
ABOUT
Sameer Amin is a Portfolio Manager at Optimize. He leads a team of associates, making sure investment strategies align with each client’s goals, risk tolerance, and time horizon. He collaborates closely with advisors to deliver consistent, well-informed guidance to the families they support.
Drawn to the financial industry by a passion for solving complex problems, Sameer finds fulfillment in helping clients navigate key decisions with clarity and confidence. He values the trust that’s built through the process of turning market insights into actionable, long-term strategies.
Outside of work, Sameer enjoys travelling with his family and exploring new places for both relaxation and perspective.
Phillip Soares, CIM®, PFP®
Associate Portfolio Manager
ABOUT
Phillip Soares is an Associate Portfolio Manager at Optimize, bringing over 10 years of experience to financial services. He takes a client-centred approach — backed by his technical expertise and commitment to building lasting relationships — so he can deliver high-quality advice.
He holds a Bachelor of Commerce in Economics, Management Science, and Finance from Toronto Metropolitan University. He has also acquired the Chartered Investment Manager and Personal Financial Planner designations, reflecting his dedication to professional growth.
One of Phillip’s proudest accomplishments has been building his practice from the ground up. He has cultivated long-standing relationships through hard work, maintaining integrity, and consistently focusing on clients’ evolving goals.
Phillip is proud of his Portuguese heritage and is devoted to his family. He draws inspiration from being a husband and father. Outside of work, he considers himself a “mostly-retired DJ” who still enjoys hunting for records. He is also a passionate soccer and football fan, but spends time on the pickleball court.
Team Values
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At Langis Potvin Financial Planning, integrity is the cornerstone of our practice. We are dedicated to acting with honesty, fairness, and accountability in every decision we make. Our team prioritizes ethical standards and makes sure that all recommendations are aligned with our clients’ best interests. By staying true to our values, we can build lasting relationships built on trust and respect, helping our clients feel confident as they navigate their financial journey.
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Transparency is at the heart of Langis Potvin Financial Planning’s approach. We believe that open, clear communication is key to building trust and confidence. By demystifying financial strategies and providing full disclosure, we empower our clients to make informed decisions. Our team makes sure you always understand the “why” behind our recommendations, fostering clarity and confidence as we work together to achieve your financial goals. With us, transparency isn’t just a practice — it’s a promise to put your needs first.
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At Langis Potvin Financial Planning, our clients always come first. We take the time to understand your unique goals, priorities, and challenges, tailoring our advice to suit your specific needs. Our team is committed to providing personalized service, proactive solutions, and unwavering support at every stage of your financial journey. By focusing on your success, we aim to create long-term partnerships that deliver meaningful results and peace of mind, with your financial well-being always our top priority.
Timeline
Supporting our community
Langis Potvin Financial Planning is committed to supporting equitable education for children in low-income communities. Through our involvement with First book Canada, we help remove barriers to learning by providing essential resources and opportunities for educators and students. This reflects our team’s belief in fostering a brighter future, and making sure that every child has access to quality education.
Advancing pediatric health is another priority for Langis Potvin Financial Planning. By contributing to SickKids, we support groundbreaking research and provide world-class healthcare for children. Our involvement not only helps improve health outcomes but also offers hope and healing to families, underscoring our dedication to bettering the lives of young patients and fostering healthier communities.
Promoting cultural awareness and unity is a key for Langis Potvin Financial Planning. Through our support of the God Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and foster understanding between Indigenous and non-Indigenous communities in Canada. Our involvement reflects a commitment to creating a more inclusive and compassionate society for future generations.