Isaac Oluwagbemi

Job title: Financial Planner, Sun Life, RRC®

Languages spoken: English

Area(s) served: Ontario, Canada

Let’s secure your legacy

View more options

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.

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.

Saving, budgeting and investing

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Learn more

Stay informed

See more articles
Five Mistakes to Avoid in Your First Year of Retirement

Five Mistakes to Avoid in Your First Year of Retirement

Retirement brings the freedom to choose how to spend your money and time. But choices made in the initial rush of excitement could create problems in future.
There are error(s) on this page
Il y a erreur(s) sur cette page
Preferred Contact Method

Optional

Optionnel

0 of sur 500 Characters caractères

Optional

Optionnel