With over 30 years in financial services, Darcy Lank provides holistic financial planning rooted in trust and experience. A Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU), he also holds the Canadian Securities Course (CSC) designation. Darcy focuses on long and short-term investing, tax strategies, estate planning, and insurance solutions. Based in Ottawa since 1986, he understands the importance of balance in both life and financial planning as a business owner, husband, and father of two.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At 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.
Book a meetingMeet the team
Darcy Lank,
Wealth Planner
Gerri Lank,
Wealth Planning Assistant
Sameer Amin, MBA, CIM®
Supervising Portfolio Manager
Brian Wells, CIM®
Portfolio Manager
Darcy Lank,
Wealth Planner
ABOUT
Gerri Lank,
Wealth Planning Assistant
ABOUT
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.
Brian Wells, CIM®
Portfolio Manager
ABOUT
Brian Wells is a Portfolio Manager at Optimize. He supports advisors, high-net-worth individuals, and business owners. He puts his clients at the centre of each financial recommendation and decision, focusing on preserving their wealth, optimizing their growth, and guiding them toward their long-term goals.
At just 12 years old, Brian’s father introduced him to investing. This introduction sparked his early passion for markets, which grew into a dedicated career of helping others make informed financial decisions. He continues to bring this same curiosity and commitment to every client relationship. Brian takes the time to understand each client’s values and objectives to design portfolios that align with their entire financial situation.
Beyond work, Brian enjoys hiking, travelling, hockey, golf, and writing music. He also gives back through mentoring and volunteer work.
Team Values
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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.
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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.
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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.