Our Advisors

Holly Ann Osborne

Holly Ann Osborne
Group Benefits Advisor

Holly started her career in the financial services industry with TCU Financial in 2001, and made the move to Regency Advisory Corporation in April 2009. Holly-Ann is service oriented and strives to ensure all of your needs are met. Holly provides her clients with day-to-day servicing of their group plan, right to renewal rate negotiations, and everything in between, with a focus on sales. She is equally committed in her conviction and dedication to building and preserving the financial success of her clients.

Holly-Ann continues to enhance her skills and knowledge of the insurance and investment industry by successfully completing her Canadian Securities Course, and Personal Financial Planner designation, and Life License designation. Holly-Ann is a full service Financial Advisor who provides mutual funds, RSP’s, RESP’s, TFSA’s, life insurance, retirement planning and estate planning. Holly-Ann’s investment approach, strong relationship building skills, and extensive referral network allow her clients to simplify their financial lives, letting them focus on the things in life that really matter to them.

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