Yusuf Osman's Contact Details

Yusuf Osman's Company Details

Yusuf Osman - Argosy Securities

Ottawa, ON, ca • 5 - 9 Employees
Financial Services

More than Financial Advisors, we are wealth partners. We develop a dynamic relationship with each client - one that is centered on a highly personalized and disciplined approach to investing. In short, we start with your story... and plan your money around it.Yusuf implements his Dynamic Wealth Program for Women and is committed to focusing a majority of his time, energy and practice on creating an environment where women learn about investing, become more engaged in their financial affairs and, inspire women to be more confident with their financial decisions.Why should you work with us? - Unlike many in our industry, the size of your portfolio does not dictate the service that you will receive. - We are independent and beholden to no one, except you. No quotas, no dictates as to what we should be offering our clients, no conflicts of interest whatsoever. - Our Life by Design Plan is based on your vision for your life. Utilizing sound business planning principles - plan, implement, review, adjust.- We implement your plan through our Flex Investment Strategy - a program that adjusts your income and equity components according to market conditions. - We enroll our clients in our Education Program. We believe that the better informed and educated you are on financial matters, the more confident you will be when making investment decisions. - We provide a fresh perspective to Retirement and Estate Planning. One that should allow you to retire earlier and more comfortably. All the while ensuring that your children, grandchildren (charities, maybe) are also cared for.