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.
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.
Stay informed
See more articles
If I paid myself only in salary, how might that affect my taxes, benefits, and retirement contributions compared to dividends?
Your situation is unique and your financial plan should align with your cashflow.
Let’s discuss your cashflow and how you should pay yourself.
#physicians #taxes #financialplan
Your situation is unique and your financial plan should align with your cashflow.
Let’s discuss your cashflow and how you should pay yourself.
#physicians #taxes #financialplan
If I paid myself only in salary, how might that affect my taxes, benefits, and retirement contributions compared to dividends?
Your situation is unique and your financial plan should align with your cashflow.
Let’s discuss your cashflow and how you should pay yourself.
#physicians #taxes #financialplan
Your situation is unique and your financial plan should align with your cashflow.
Let’s discuss your cashflow and how you should pay yourself.
#physicians #taxes #financialplan
We plan our daily lives without even thinking about it.
If you want your favourite meal, you plan for it.
If you want to enjoy your vacation, you plan for it.
Why not your financial future? Don’t leave that to hope , build it with intention. Your financial plan is your map.
Question: for you: What’s one important goal you’d like to see in your financial future?
Your retirement ?
Your mortgage free goal?
Debt free goal?
Let’s talk.
If you want your favourite meal, you plan for it.
If you want to enjoy your vacation, you plan for it.
Why not your financial future? Don’t leave that to hope , build it with intention. Your financial plan is your map.
Question: for you: What’s one important goal you’d like to see in your financial future?
Your retirement ?
Your mortgage free goal?
Debt free goal?
Let’s talk.
We plan our daily lives without even thinking about it.
If you want your favourite meal, you plan for it.
If you want to enjoy your vacation, you plan for it.
Why not your financial future? Don’t leave that to hope , build it with intention. Your financial plan is your map.
Question: for you: What’s one important goal you’d like to see in your financial future?
Your retirement ?
Your mortgage free goal?
Debt free goal?
Let’s talk.
If you want your favourite meal, you plan for it.
If you want to enjoy your vacation, you plan for it.
Why not your financial future? Don’t leave that to hope , build it with intention. Your financial plan is your map.
Question: for you: What’s one important goal you’d like to see in your financial future?
Your retirement ?
Your mortgage free goal?
Debt free goal?
Let’s talk.
You’re on your couch, coffee in hand, scrolling through social media.
Everyone seems to have it together.
But what if this friday, you chose clarity over comparison?
You don’t need to do what everyone else is doing. Your financial advice is unique to you and not generic.
You just need to start your journey, with a financial plan that fits you.
Let’s start where you are. August is your month.
Everyone seems to have it together.
But what if this friday, you chose clarity over comparison?
You don’t need to do what everyone else is doing. Your financial advice is unique to you and not generic.
You just need to start your journey, with a financial plan that fits you.
Let’s start where you are. August is your month.
You’re on your couch, coffee in hand, scrolling through social media.
Everyone seems to have it together.
But what if this friday, you chose clarity over comparison?
You don’t need to do what everyone else is doing. Your financial advice is unique to you and not generic.
You just need to start your journey, with a financial plan that fits you.
Let’s start where you are. August is your month.
Everyone seems to have it together.
But what if this friday, you chose clarity over comparison?
You don’t need to do what everyone else is doing. Your financial advice is unique to you and not generic.
You just need to start your journey, with a financial plan that fits you.
Let’s start where you are. August is your month.