Client Stories

"I haven't come across anyone in this field who works as hard as Yusuf Osman."

I haven't come across anyone in this field who works as hard as Yusuf Osman. Yusuf is continuously working to improve his already extensive investment knowledge. We found his ability to answer all our queries regarding RRSPs, RIFs, TFSAs, and LIFs, etc., very helpful. His work ethic comes solidly from his humble, easygoing, and communicative background! He is easy to talk to, extremely well grounded, and truly cares. We have, and will continue to recommend Yusuf to people of all ages, especially women, who are the most reluctant group to invest for their future.

 

- Jim & Pat

DISCLAIMER :  This testimonial is provided by current clients. We did not provide cash or non-cash compensation in exchange for the testimonial.

A third party marketing company helped prepare the content of this testimonial based on interviews with the client. Client consent was obtained prior to sharing client contact details.

"What I like about him most is his patience in answering all of my questions."

“In the summer of 2019, I began seeking more information about retirement planning, which led me to Yusuf Osman’s seminar. After dealing with various advisors, I was tired of receiving impersonal service, but Yusuf was different. I was very impressed with his teaching style; he took a non-pushy approach to advising that was filled with knowledge and honesty. What I like about him most is his patience in answering all of my questions. When I experienced an unexpected job layoff late in my career, he made me feel confident in my plans for future retirement.

 

Without a doubt, I’d recommend Yusuf to anyone looking for a true partnership with an advisor. His approach is simple: to empower others to plan their future with confidence.”

- Maureen

DISCLAIMER :  This testimonial is provided by current clients. We did not provide cash or non-cash compensation in exchange for the testimonial.

A third party marketing company helped prepare the content of this testimonial based on interviews with the client. Client consent was obtained prior to sharing client contact details.

"What we appreciate most about Yusuf is how he constantly stays in touch to inform us of our wealth strategies."

“We weren’t completely happy being advised by our bank, so we decided to look for a financial advisor. After a long time of searching, we heard Yusuf on a local radio show; and when a friend also recommended him, we knew we had to reach out. Yusuf worked closely with my wife, Pauline, when she received a significant package from a former employer and helped to ensure her wealth was protected and invested to reach its full potential. We always tell everyone how happy we are that we partnered with Yusuf, and we will have our kids work with him when the time comes. What we appreciate most about Yusuf is how he constantly stays in touch to inform us of our wealth strategies. He makes it a point to ensure we’re in the loop about our plans and investment opportunities to fit our vision for the future.”

- Brad & Pauline

DISCLAIMER :  This testimonial is provided by current clients. We did not provide cash or non-cash compensation in exchange for the testimonial.

A third party marketing company helped prepare the content of this testimonial based on interviews with the client. Client consent was obtained prior to sharing client contact details.

"One of the best advantages of being Yusuf's client is his in-house seminars that provide a hands-on approach to financial planning."

“I first met Yusuf Osman about 30 years ago after I listened to his radio show and was so impressed by how informative he was. He knew how to keep complex financial topics interesting, which didn’t change once I became his client. 

 

One of the most important things Yusuf helped me with at an early age was retirement planning. I learned what it meant to create a sustainable, tax-advantaged retirement income. He’s a great listener, but he also offered his professional advice, and never rushed me to make a decision I wasn’t comfortable with. Since partnering with Yusuf, I’ve learned the true importance of financial planning and how simple decisions can influence my future for years to come. 

 

One of the best advantages of being Yusuf’s client is his in-house seminars that provide a hands-on approach to financial planning. I’ve recommended him to many fellow employees, friends, and family members over the years. If you call him with a quick question, you’ll receive his undivided attention; and even if he doesn’t know the answer right away, he’ll do his research to point you in the right direction. I’ve always appreciated how attentive Yusuf is, and I’m truly thankful I turned on the radio and met up with him some 30 years ago!”

- Bonnie

DISCLAIMER :  This testimonial is provided by current clients. We did not provide cash or non-cash compensation in exchange for the testimonial.

A third party marketing company helped prepare the content of this testimonial based on interviews with the client. Client consent was obtained prior to sharing client contact details.

"He truly cares about his clients and looks out for me. I really found a gem when I met Yusuf!"

“In 2019, I interviewed different advisors to help me with my financial situation. The impressions they left me with were that they were either bored of their jobs or were unable to provide thoughtful solutions to my situation. When I met Yusuf later that year, he made an entirely different impression. He has this incredible energy and is excited to help his clients achieve their goals. I could tell from our very first meeting that he was not only engaging, but very knowledgeable about the markets and able to explain everything so that I could understand it well. 

 

Prior to my working with Yusuf, my husband had set up my investments with our bank. I noticed over the years that although I was making monthly contributions, my investments weren’t growing. Yusuf changed this for me. I don’t have the time or the expertise to keep an eye on my investments or the markets, but Yusuf does. I appreciate his high level of engagement with his clients; he’s constantly communicating with me and doesn’t cut corners on explaining his strategy and methods. He truly cares about his clients and looks out for me. I really found a gem when I met Yusuf!”

- Dani

DISCLAIMER :  This testimonial is provided by current clients. We did not provide cash or non-cash compensation in exchange for the testimonial.

A third party marketing company helped prepare the content of this testimonial based on interviews with the client. Client consent was obtained prior to sharing client contact details.

"What I appreciate most about him is how well-informed he is and the clarity with which he communicates."

“The first time I sought financial help was after the sudden and unexpected death of my father; I was left with a large life insurance payout but wasn’t sure how to handle it. Fortunately, I didn’t have to look far for financial guidance. I happened to know Yusuf as my childhood best friend’s father, so we had an existing connection that inspired a lot of confidence and trust. What I appreciate most about him is how well-informed he is and the clarity with which he communicates.

 

When it was time for me to invest my money for long-term results, I wanted to do so in a manner that aligned with my ethics and core values. Yusuf understood the direction I wanted to go and found investments that aligned with my vision for a better future and a better world. I’ve known Yusuf for over 20 years and he has always been kind and thoughtful. He’s such a great person to work with and specializes in great service and results, so I never hesitate to recommend him to others.”

- Kathleen

DISCLAIMER :  This testimonial is provided by current clients. We did not provide cash or non-cash compensation in exchange for the testimonial.

A third party marketing company helped prepare the content of this testimonial based on interviews with the client. Client consent was obtained prior to sharing client contact details.