Yusuf Osman - Financial Advisor

09/11/2023

As an investment advisor, I have undergone a rigorous education and qualification process. However, there are a few money-related lessons that I learned at a young age that have stuck with me and continue to guide me in my work as an advisor.

Here are four of those lessons that I still emphasize today.

By Yusuf Osman, MBA Immigrating to Canada from Apartheid South Africa was a profoundly life-changing experience. Aside from the culture shock and adjusting to the freezing-cold weather, I saw my family struggle financially for the first time. Back in South Africa, my father had been a medical doctor...

09/08/2023

Schedule your free 30-minute introductory phone call today to:

👉Plan to maximize your financial future.
👉Get answers to your specific questions.
👉Get personalized recommendations for your unique situation.

Working with a trusted financial partner is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s my mission to simplify the complexities of your financial life so you can focus on what matters most.

09/06/2023

According to a recent survey, over a quarter of Canadians who are delaying retirement are doing so because their children still require financial support.

The good news is that you can prioritize your financial future without completely kicking your kids to the curb. Here’s how:

By Yusuf Osman, MBA As parents, it’s in our nature to want to help our children out and set them up for success. But at what point does helping out your adult children mean you have to sacrifice your goals. According to a recent survey, over a quarter of Canadians that are delaying retirement say ...

09/04/2023

🎉Wishing you a happy Labour Day! We hope you all have a wonderful day off and take some time to relax and recharge.

09/01/2023

My vision is to create an environment where you can become inspired, engaged, and more confident in the financial decisions you make for yourself and your family.

Learn more about our Dynamic Wealth Process today.

Most of my clients are highly responsible women, living full and busy lives, juggling multiple responsibilities - careers, children, caring for elderly parents....  As a result, many have ignored their financial affairs or allowed others to make decisions for them, losing their voice.  But, when l...

08/30/2023

I invite you to contact me to learn more about my unique approach to service, communication, and wealth management.

As financial advisor in Ottawa, ON, we specialize in retirement planning and investment management. Schedule a review today.

08/28/2023

Because I recognize the value of women in finances, I have developed a three-part process to educate and empower women. It’s time to take control and see what your finances look like when handled by an empowered woman! To get started, contact me today.

By Yusuf Osman, MBA It’s a very familiar story. A couple comes to see me, and the husband is very concerned. Often the man feels insecure about his wife’s future if something were to happen to him. Especially if he is the one holding the reins for the finances, he worries that his wife will be h...

08/25/2023

Stay informed on the latest finance industry trends by following our blog posts on our website.

Argosy is an Independent Full Service Financial Advisory Firm focused on the needs and well-being of our clients. Our Advisors are empowered to access a full range of products and planning services all aimed at our clients best interests.

08/23/2023

Ask yourself, if I were widowed tomorrow, would I be prepared?

Spending a little time and effort in advance making sure you can answer the following questions will ease the burden if you find yourself in the excruciatingly difficult time of widowhood.

By Yusuf Osman, MBA No one likes to think of the future death of a loved one but considering the difference in life expectancies of men and women, widowhood is a possibility that you need to take seriously. Of course, all the points below also apply to same-sex couples. While there is really no way....

08/21/2023

Join me for an exclusive webinar as I discuss how I help women feel more confident and secure in their financial decisions.

As a woman, you lead a full and fulfilling life. Whether you’re busy climbing the career ladder, keeping up with kids, or caring for elderly parents, you have little time left at the end of your day to focus on your finances.

08/18/2023

Taking on the role of your parents’ caretaker comes with many new responsibilities. Here are some tips to help with financial strategies for aging parents.

By Yusuf Osman, MBA When was the last time you asked your parents for help? If you’re an adult 35 years of age or older, most likely you haven’t needed to rely on your parents for quite a while. As a child, you depended on them for nearly everything, from learning how to walk and talk, to naviga...

08/16/2023

If you want more details about how to prepare for retirement and create a Life By Design Plan, contact me today. I offer a no-cost introductory Q&A session to help answer your questions, learn more about your goals, and see how I may be able to help.

Working with a trusted financial partner is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s my mission to simplify the complexities of your financial life so you can focus on what matters most.