Lorne Osborne
2000 Market Street, Airdrie, AB, Canada
2000 Market Street, Airdrie, AB, Canada
I am excited to help!! With nearly 25 years of investing experience I am excited to help you achieve your goals. I have won top advisor in Airdrie back to back years and I would love to show you why. I like to make investing simple and easy to understand.
Show more
Be the first to leave a review for Lorne Osborne.
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?
I get to put my own personality on things and get to be a part of my clients lives.
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 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.
