By Yusuf Osman, MBA
The holidays can be an extra financial burden in a “normal” year, but with all that 2021 has thrown at us in terms of increasing inflation rates, supply chain issues, and employment upheaval due to “The Great Resignation,” (1) it’s understandable if lately, you’re feeling more stress than excitement. This just means it’s more important than ever to find an advisor you can trust and work with to help secure your finances and plan for a bright future.
I understand that this can feel like an intimidating process (at an already overwhelming time of year). Trusting someone with your hard-earned money is not a decision you should take lightly. Knowing this, I am honoured to have the opportunity to continue serving more and more families and individuals who are ready to take the next step in their financial life.
Do You Know Someone I Could Help?
That’s why I’d like to remind you that I’m here—not just for you, but also for your friends and family. I place the utmost value on my clients, and I greatly appreciate the opportunity to serve the important people in their lives as well. I gladly welcome the chance to connect and get to know new clients who may benefit from the services I provide. So, if you know someone who could use some caring and knowledgeable guidance as they pursue their financial goals, or someone who needs an accountability partner to help them stay on track, I am happy to provide them with a complimentary financial consultation.
Alternately, why don’t you have them sign up for my e-mail messages and letters? Not only will they get my monthly blog posts but they will also be informed of upcoming special events that I’m planning. Like the “Healthy Aging and the Brain” webinar or the “Reinventing Retirement” seminar that I’ll be launching in 2022. Because confidence in your financial decisions starts with knowledge.
I believe that the best way to accomplish your goals is to partner with a trusted professional who can create a plan tailored to your unique needs; I specialize in creating Life By Design Plans to help clients achieve financial freedom, security, and peace of mind. The best gift you can give your family and friends this holiday season is an encouragement to take the first step toward a healthy financial future.
If you’re a client with my firm and you’ve enjoyed working with me, I hope you’ll refer a friend, colleague, or family member who may benefit from my services. For a no-obligation consultation, please share this article with them or have them contact me at (613) 230-5895 or firstname.lastname@example.org.
Yusuf Osman is a Senior Investment Advisor at Argosy Securities Inc., an independent full-service financial advisory firm dedicated to helping clients create financial freedom, security, and peace of mind. With over 30 years of experience in the finance industry, Yusuf is committed to educating, engaging, and inspiring as many people as possible to take control of their finances. He spends his days developing a thorough understanding of his clients’ lives, concerns, and dreams to help them build a program that keeps pace with changes in both the markets and their lives. Yusuf graduated from the University of Ottawa with a bachelor’s degree in Science and earned an MBA in Finance from Queen’s University. To learn more about Yusuf and his Dynamic Wealth Program for Women, go to https://www.argosy-osman.com/women or connect with him on LinkedIn.