Don't just chase your dreams

Let us help you plot a path!

Choose to work with Darcy Lank Financial Strategies and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

We are not exclusive to any bank or fund so we come with no-strings-attached.

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

We tailor plans to suit your stage-of-life, plans and milestones.

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

Our Team

Darcy Lank, CFP®, CLU®

Certified Financial Planner™

Jim Niles

Certified Financial Planner™

Our Team

Praise is best heard in the third person

"I met the Wealthy Barber (Dave Chilton) and Darcy Lank at the same event in Ottawa 23 years ago. Dave advised me to work with a Certified Professional. From that day, I have been the beneficiary of working with Darcy to prepare for not only a strategy for savings/investments, in addition to preparing for life events over the long term. Darcy is one of those unique professionals that cares about his clients and it shows every time we get together. I would strongly encourage anyone looking for financial advisory services to get with Darcy right away, while time is on your side!" - S. Webber

Praise is best heard in the third person

"For the past fifteen years, I have used Darcy Lank Financial Strategies to manage my investment funds and insurance needs. Mr. Lank has provided me with sound advice in a timely and courteous manner throughout my association with his company." - Marguerite Nesbitt

Praise is best heard in the third person

"My family & I have been clients of Darcy Lank Financial Strategies for over twenty years. Mr. Lank and his team’s efficiency, diligence and professionalism have been instrumental in guiding us through the volatility that has become the new normal of the financial world. We can recommend without qualification their services." - Sandra & Doug Harper