Isaac Oluwagbemi
Job title: Financial Planner, Sun Life, RRC®
Languages spoken: English
Area(s) served: Ontario, Canada
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.
Who we service
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Business owners
Families
Incorporated professionals
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
Business owners
Health insurance products
Life insurance products
Stay informed
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The lifestyle you want in retirement comes with a price.
Planning for retirement income means understanding what that lifestyle may cost and how your financial resources can support it.
I can help plan the financial dreams you desire.
Let’s schedule a confidential conversation today!
The lifestyle you want in retirement comes with a price.
Planning for retirement income means understanding what that lifestyle may cost and how your financial resources can support it.
I can help plan the financial dreams you desire.
Let’s schedule a confidential conversation today!
When you choose permanent life coverage, you're creating an asset that grows over time, offers tax advantages and helps give you financial flexibility when you need it.
For informational purposes only. Curious to see how you could use life insurance as an asset? Let's chat!
When you choose permanent life coverage, you're creating an asset that grows over time, offers tax advantages and helps give you financial flexibility when you need it.
For informational purposes only. Curious to see how you could use life insurance as an asset? Let's chat!
It begins with knowing the cost of your lifestyle and what you need to do today to achieve it.
Remember, HOPE without a plan is just a wish.
Let’s review your investment portfolio and your financial future today!
It begins with knowing the cost of your lifestyle and what you need to do today to achieve it.
Remember, HOPE without a plan is just a wish.
Let’s review your investment portfolio and your financial future today!