Financial Solutions Canada® was founded in 2004 by company President, Robin Langis, B.B.A., CFP, in Orleans, Ontario.  Financial Solutions Canada® is made up of a team tax professionals and licensed financial advisors, trained to provide independent advice to help you reach your financial objectives, by using a proven, customized apporach called the Family WealthMap Solution™.

As Robin explains, “starting a brand new practice from scratch wasn’t easy, but it offered significant advantages. Among these was the ability to develop an independent outlook. As an independent advisory firm, Financial Solutions Canada® could offer a variety of products and services to clients. Instead of choosing “off the shelf” products pushed by the product manufacturers, Financial Solutions Canada® had the freedom to choose what was best for the client.”

It wasn’t long before Financial Solutions Canada® built up a significant base of clients of over 900 client families. With the trust and confidence we developed with our clients, they wanted us to handle more and more of their overall financial requirements. As a result, the company decided to become more of a “one-stop-shop” to look after all their tax, investment, insurance, banking and retirement planning needs.

This expansion of services has brought additional, qualified people to the team, in order to improve service levels, and to run the tax side of the operation. Robin is currently mentoring an investment advisor to help manage some of his new investment clientele.  He has also added a life insurance/living benefits specialist to his team in order to help his new and existing clients protect their income and/or assets due to death, critical illness, or the loss of 2 of the 6 daily activities of life.  

Robin has made it a priority to focus on his comprehensive financial planning process, and to strengthen existing client relationships. With the creation of the “Family WealthMap Solution™” in 2006, Financial Solutions Canada® took a big step forward. By offering a systemized method of long-term financial planning, we offered our more sophisticated clients a proven structure for achieving their personal and financial goals.  Robin works only with existing tax and investment clients, or by referral.  He looks forward to welcoming only 5-10 new client families in the coming year to his proven financial planning process.