Darcy Lank, CFP®, CLU®

Branch Manager

Darcy was born and raised in Western Canada and moved to Ottawa in 1986 while working with a large national electronics firm as a District Manager. In 1991, he entered the Financial Services Business, as a life-long planner and saver it was a perfect fit and career choice. To support his commitment to the industry, Darcy has obtained the *Certified Financial Planner professional designation, *Chartered Life Underwriter designation and has successfully completed the Branch Manager course.

Since October 1992, Darcy has been a proud member of Advocis, The Financial Advisors Association of Canada. Advocis members are professional financial advisors who adhere to an established professional Code of Conduct, uphold standards of best practice, participate in ongoing continuing education programs and are committed to putting their client interests first.

Serving his clients as an independent advisor is very important to Darcy. He likes having the freedom to choose from a variety of products appropriate to each client. His advice is based around the principles of preparing for long term retirement needs, having a suitable risk management strategy utilizing life, disability, critical illness and long term care insurance, as well as appropriate will & estate planning.

As a business owner, husband and father of two wonderful boys, Darcy understands the demands of today’s family and the importance of a balanced life and a reliable financial plan. He enjoys living in Ottawa and everything this beautiful city has to offer.

*Certified Financial Planner (CFP®)
The CFP designation is an internationally recognized standard for financial planning. An advisor with a CFP can help you with personal financial planning and offer advice on investment products and strategies.

*Chartered Life Underwriter (CLU®)
CLU designation holders develop effective solutions for individuals, business owners and professionals in the areas of income replacement, risk management, estate planning, and wealth transfer.

 

Insurance products available through Darcy Lank.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.