Isaac Oluwagbemi

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Job title: Financial Planner, Sun Life, RRC®

Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

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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 and budgeting

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

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Stay informed

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Kick back this summer but keep an eye on your investments - BNN Bloomberg

While you’re relaxing at the cottage, by the pool, or somewhere more exotic, there are some storm clouds in the distance this year that could shock your investment portfolio.

Imagine the peace of mind that comes with your unique financial roadmap & plan.

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Posthaste: The world's really rich are getting richer again — including Canadians

But Canadians’ fortunes grew as well, with high-net-worth individuals gaining 3.8 per cent more wealth and the population of the wealthy increasing 3.6 per cent.

Any idea on your current networth? I can help you find out.

Book a conersation today!

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FP Answers: What are some odd clauses that people put in their wills? Are they enforceable?

Gifts of personal property can be emotionally priceless, but costly to handle if courts must rule on legal issues.

Things work better with a plan. Let's discuss your legacy goal today!

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Office information

Waterloo office

Phone:

(519) 772-5195 x2268

Email:

isaac.oluwagbemi@sunlife.com

Address:

180 Northfield Drive West, Unit 6, Waterloo, ON, N2L 0C7 Canada

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