
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 general

Incorporated professionals

Investments
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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Money alone doesn’t create financial freedom.
Without planning, money slips away faster than it grows.
Your financial plan is your roadmap.
I can help. Let’s connect.

Together, we can optimize your assets with the aim to make you money and to protect you for the long term.

- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence
If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.