Isaac Oluwagbemi

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

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Job title: Financial Planner, Sun Life, RRC®

Languages spoken: English

Area(s) served: Ontario, Canada

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Let’s secure your legacy

Throughout your life, you’ve worked hard to build your legacy. Now, let’s make sure it’s protected. Together, we can create a strategy that you can feel confident in – even after you’re gone. Reach out to get started.

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Who we service

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Business owners general

Helping business owners take control of their finances one step at a time.

Incorporated professionals

Enjoy the benefits of your hard work. Let’s make sure you are getting the most out of your success.

Investments

Make the most of your savings and investments. There are many different investment, income and retirement options to choose from.

Comprehensive financial planning

When we work together, I take the time to understand your unique situation. Let me help you reach your financial goals by creating a tailored financial roadmap. My focus is working with people who are beginning to prepare for retirement and those who are already retired. I work with:

pre-retirees,
retirees,
business owners and
incorporated professionals.

My office is in Waterloo, Ontario. I’m happy to offer in-person appointments for Clients located nearby. Virtual appointments are available for Clients across Ontario. I offer my services in English, Yoruba, Hausa and Afrikaans. Book your appointment here.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Business owners

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

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Stay informed

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Apply for life or critical illness insurance and you can enter Sun Life’s Diabetes Protect to Win Contest! You could win $5,000, plus Sun Life will donate $5,000 to diabetes charities with each draw. Reach out and we can discuss your protection needs!

#DiabetesInsurance #FinancialSecurity

*Certain terms and conditions apply. Contact me for more information. 

Time can either work for you or against you.

The earlier you gain clarity and design your financial plan, the more options you create for your future self.

Is time working for your financial freedom dream or against it?

Let’s make your hard earned money work harder for you.

👉 Let’s talk today.

Paying off student loans?

Get in touch to see how paying down your loans can fit into your overall financial roadmap.

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Office information

Waterloo office

Phone:

(519) 772-5195 x2268

Email:

isaac.oluwagbemi@sunlife.com

Address:

180 Northfield Drive West, Unit 6, Waterloo, ON, N2L 0C7 Canada

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