Isaac Oluwagbemi

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.

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.
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Stay informed

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Comparison of tax-advantaged savings accounts: TFSA, RRSP and FHSA

Empower yourself with easy-to-understand resources and learn more about the financial industry.

https://www.sunlifeglobalinvestments.com/en/insights/investor-education/getting-started/comparison-tax-advantaged-savings-accounts-tfsa-rrsp-fhsa/

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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Simple and effective ways for women to stay fit and energetic at any age. Here's about healthy eating, regular exercise, mental wellness, and lifestyle habits that support long-term health.https://advisor.sunlife.ca/isaac.oluwagbemi/
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Planning through change: Building financial resilience for women's nonlinear lives

Monday, March 9, 12 p.m. ET

In this webinar you can learn:
• Strategies to build a flexible financial roadmap that can adapt to life's transitions
• How scenario planning can test your financial resilience and build confidence
• Tools to integrate emotional well-being with financial security for today and tomorrow

Don't miss this chance to gain valuable insights that can help support your financial future >>> https://sunlife.zoom.us/webinar/register/1517696925424/WN_1GMNDAJ4TNGqYoSK4jrUvw
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Office information

Waterloo office

Phone:

(519) 772-5195 x2268

Email:

isaac.oluwagbemi@sunlife.com

Address:

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