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
Learn more
Business owners general
Helping business owners take control of their finances one step at a time.
Families
Helping families protect what matters most and work towards a secure financial future for each family member.
Incorporated professionals
Enjoy the benefits of your hard work. Let’s make sure you are getting the most out of your success.
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.
Stay informed
See more articles
Retirement is not an age.
It is a cashflow decision.
Most successful professionals focus on:
Growing income
Growing assets
Growing their practice
Few focus on this:
How will income be replaced when work slows down?
If your active income stopped tomorrow…
What would fund your lifestyle?
Portfolio?
Corporate funds?
Real estate?
Dividends?
Or guesswork?
If you have never seen your retirement income mapped clearly on paper, we need to talk.
Send me “MAP” and I will show you what a real retirement income framework looks like.
It is a cashflow decision.
Most successful professionals focus on:
Growing income
Growing assets
Growing their practice
Few focus on this:
How will income be replaced when work slows down?
If your active income stopped tomorrow…
What would fund your lifestyle?
Portfolio?
Corporate funds?
Real estate?
Dividends?
Or guesswork?
If you have never seen your retirement income mapped clearly on paper, we need to talk.
Send me “MAP” and I will show you what a real retirement income framework looks like.
Retirement is not an age.
It is a cashflow decision.
Most successful professionals focus on:
Growing income
Growing assets
Growing their practice
Few focus on this:
How will income be replaced when work slows down?
If your active income stopped tomorrow…
What would fund your lifestyle?
Portfolio?
Corporate funds?
Real estate?
Dividends?
Or guesswork?
If you have never seen your retirement income mapped clearly on paper, we need to talk.
Send me “MAP” and I will show you what a real retirement income framework looks like.
It is a cashflow decision.
Most successful professionals focus on:
Growing income
Growing assets
Growing their practice
Few focus on this:
How will income be replaced when work slows down?
If your active income stopped tomorrow…
What would fund your lifestyle?
Portfolio?
Corporate funds?
Real estate?
Dividends?
Or guesswork?
If you have never seen your retirement income mapped clearly on paper, we need to talk.
Send me “MAP” and I will show you what a real retirement income framework looks like.
Most people see life insurance as an expense.
The wealthy see it as a financial instrument.
When structured properly, it transfers risk, protects income, and in some cases supports tax efficient growth.
The real question is not whether you have coverage.
The question is whether your coverage is positioned strategically inside your financial plan.
Always look at the bigger picture.
If you are unsure what role your life insurance policy plays in your overall strategy, let us review it properly.
This post is for general information only. Not financial advice.
The wealthy see it as a financial instrument.
When structured properly, it transfers risk, protects income, and in some cases supports tax efficient growth.
The real question is not whether you have coverage.
The question is whether your coverage is positioned strategically inside your financial plan.
Always look at the bigger picture.
If you are unsure what role your life insurance policy plays in your overall strategy, let us review it properly.
This post is for general information only. Not financial advice.
Most people see life insurance as an expense.
The wealthy see it as a financial instrument.
When structured properly, it transfers risk, protects income, and in some cases supports tax efficient growth.
The real question is not whether you have coverage.
The question is whether your coverage is positioned strategically inside your financial plan.
Always look at the bigger picture.
If you are unsure what role your life insurance policy plays in your overall strategy, let us review it properly.
This post is for general information only. Not financial advice.
The wealthy see it as a financial instrument.
When structured properly, it transfers risk, protects income, and in some cases supports tax efficient growth.
The real question is not whether you have coverage.
The question is whether your coverage is positioned strategically inside your financial plan.
Always look at the bigger picture.
If you are unsure what role your life insurance policy plays in your overall strategy, let us review it properly.
This post is for general information only. Not financial advice.
Building wealth is about more than growing your money – it's about creating lasting financial security. 💖💰
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Building wealth is about more than growing your money – it's about creating lasting financial security. 💖💰
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.