I’m Lorne Osborne, a CFP® professional and retirement-focused financial advisor serving clients across Airdrie, Calgary, and Alberta. My work is simple: I help people feel confident, prepared, and genuinely excited about their financial future.
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12 customer reviews
Ellen Turek
Reviewed on Google Maps
Michelle Gibson
I had such a great experience working with Lorne. From the very beginning, he was incredibly friendly, approachable, and genuinely passionate about helping me succeed. What stood out most was how clearly they explained everything. He took the time to help me truly understand my finances instead of just telling me what to do. I never felt overwhelmed or judged—just supported and informed.He also helped me build both my short-term and long-term financial goals in a way that actually feels realistic and achievable. I now feel so much more confident and in control of my financial future.I would absolutely recommend him to anyone looking for someone knowledgeable, patient, and truly invested in their clients’ success. More...
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Adrienne Dallaire
Lorne has made talking about finances easy and comfortable. He is very personable to learn from and was generous with his time, ensuring my financial questions and needs were all addressed. I am thankful to have connected with him! More...
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caira verville
Thank you so much, Lorne, for taking the time to educate us and help us plan how to get where we need to go financially. Your passion for helping everyone shines through. I am so thankful for your kindness, expertise, and honesty. My husband and I are FINALLY on the same page with our financial priorities and so excited for the future ahead of us! More...
Reviewed on Google Maps
Claudia Sasse
I had a wonderful experience talking with Lorne Osborne this morning. He took the time to really understand my profile and personal goals before helping me decide where to invest the funds from my retirement plan with my company. Lorne was knowledgeable, approachable, and genuinely attentive to my needs. I appreciated how open and patient he was in answering my questions and ensuring I felt confident in every step of the process.If you are looking for someone who combines expertise with care and clear communication, I highly recommend Lorne.He made what could have been a stressful decision feel thoughtful and well-guided.Many thanks, Lorne, I appreciate your time and support!— Claudia Sasse More...
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Dakota Franciotti
Met with Lorne earlier this. His passion and dedication in willing to teach me how investing works really was above and beyond expected. Highly recommend anyone looking for guidance with investing to reach out to him. More...
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Braedy Rosenke
We have been with Lorne for almost a year and I can safely say that he is just fantastic. He knows the simplest ways to explain anything and everything to us common folk when it comes to finances. Extremely personable and gets to know you on a personal level which I believe translates directly to having your absolute best interests in mind. Always accommodating with meeting for any reason and happy to make any changes or additions to the plan. Has an obvious knack and very enthusiastic passion for his work! Would absolutely recommend! More...
Reviewed on Google Maps
colin reis
Lorne is an excellent financial advisor! He took the time to explain everything clearly and made sure I fully understood my investments. His advice was practical and insightful, helping me feel more confident about the next steps in my investing journey.I’d highly recommend him to anyone looking for a knowledgeable and personable advisor. More...
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Michelle De Abreu
We appreciated Lorne’s thorough, professional and low pressure approach to our discussions. He gave us a clear overview of our financial picture and provided several concrete options. We highly recommend Lorne!
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Christina Campbell
Lorne is awesome! Highly recommend anyone have a sit down with him to go over their financial goals. He explained everything in great detail and made it easy to understand. Very professional and easy to talk to, 10/10! More...
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J Wein
Lorn was excellent at explaining the products and helping to determine what was right for me. He ensured my needs were taken care of, and gave great financial advice.
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Quinn Yakiwchuk
Lorne is a very knowledgeable financial advisor, not to mention super kind and attentive. If you are looking for help investing he should be your #1 choice !
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What do you love most about your job?
I love helping people, or finding a solution that will allow them to retire earlier or with more money. I can’t tell you how many people I sit with that have been investing for years but still feel uncomfortable. I love teaching people about their finances so they can feel at ease and confident when they leave my office
What inspired you to start your own business?
Luckily I am a part of a massive firm so I have countless analysts, support, and backing when it comes to helping my clients. In this large firm, I have the flexibility to put my own personality and service attitudes forward for my clients. I love that! I love that it still feels intimate in the sense that clients can walk into my office and see me, but also large that my clients know we have some huge weight behind us :)
Why should our clients choose you?
Every person I deal with is different. My clients choose me because I care. They choose me because I always do what's best for them and I take the time to understand their individual needs. I have a sign hanging in my office that states “now serving client #1”. This is how I want every person to feel in my office or when dealing with me. No one will care more about their clients then I will :) I truly believe this
Can you provide your services online or remotely? If so, please add details.
I have clients all over Canada and everything can be done remotely through zoom or online now:)
What changes have you made to keep your customers safe from Covid-19?
Everything can be done remotely if you choose! So there is no need to come into the office. It really comes down to what ever makes you most comfortable
Retirement Planning
I offer a FREE no obligation retirement plan or financial analysis. I believe that picking the investments is the easy part- the most important part is understanding your wants, needs and goals. When I fully understand who you are, then the plan is put together in a simple, easy to follow and understand road map.
