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.
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.
Stay informed
See more articles
A tax refund can feel like “extra” money — but it can also be a powerful planning moment. Putting it toward the right goal (RRSP, TFSA, debt strategy, or a targeted savings plan) can help you build momentum. The best move depends on your priorities — and your timeline. Let’s chat about your goals.
A tax refund can feel like “extra” money — but it can also be a powerful planning moment. Putting it toward the right goal (RRSP, TFSA, debt strategy, or a targeted savings plan) can help you build momentum. The best move depends on your priorities — and your timeline. Let’s chat about your goals.
If something unexpected happened today or tomorrow, would your family know:
* Who receives your assets?
* Who makes financial decisions?
* Who makes healthcare decisions?
Without the right legal documents, your loved ones could face unnecessary stress, delays, and costs.
Financial freedom is not just about accumulating assets.
Planning ahead is one of the greatest gifts you can leave behind.
Question:
Have you reviewed your Will in the last five years?
Speak with a lawyer today, and if you’re unsure how your estate planning fits into your financial plan, send me a message.
* Who receives your assets?
* Who makes financial decisions?
* Who makes healthcare decisions?
Without the right legal documents, your loved ones could face unnecessary stress, delays, and costs.
Financial freedom is not just about accumulating assets.
Planning ahead is one of the greatest gifts you can leave behind.
Question:
Have you reviewed your Will in the last five years?
Speak with a lawyer today, and if you’re unsure how your estate planning fits into your financial plan, send me a message.
If something unexpected happened today or tomorrow, would your family know:
* Who receives your assets?
* Who makes financial decisions?
* Who makes healthcare decisions?
Without the right legal documents, your loved ones could face unnecessary stress, delays, and costs.
Financial freedom is not just about accumulating assets.
Planning ahead is one of the greatest gifts you can leave behind.
Question:
Have you reviewed your Will in the last five years?
Speak with a lawyer today, and if you’re unsure how your estate planning fits into your financial plan, send me a message.
* Who receives your assets?
* Who makes financial decisions?
* Who makes healthcare decisions?
Without the right legal documents, your loved ones could face unnecessary stress, delays, and costs.
Financial freedom is not just about accumulating assets.
Planning ahead is one of the greatest gifts you can leave behind.
Question:
Have you reviewed your Will in the last five years?
Speak with a lawyer today, and if you’re unsure how your estate planning fits into your financial plan, send me a message.
Professional golfers do not just swing and hope.
They study the course.
They prepare for challenges.
They focus on the long game.
Your everyday choice and finances deserve the same attention.
A financial plan helps you stay focused, organized and intentional with your money decisions.
Remember, MONEY is just a tool.
The goal is making smart decisions with money.
Question:
What does your financial game plan look like today?
Let’s build a strategy that keeps you on course for your future.
Send me a message today.
#FinancialPlanning #SmartMoney #RetirementIncome #WealthBuilding #GolfLife #FinancialSecurity #OntarioProfessionals #MoneyMindset #InvestmentPlanning #PlanAhead”
They study the course.
They prepare for challenges.
They focus on the long game.
Your everyday choice and finances deserve the same attention.
A financial plan helps you stay focused, organized and intentional with your money decisions.
Remember, MONEY is just a tool.
The goal is making smart decisions with money.
Question:
What does your financial game plan look like today?
Let’s build a strategy that keeps you on course for your future.
Send me a message today.
#FinancialPlanning #SmartMoney #RetirementIncome #WealthBuilding #GolfLife #FinancialSecurity #OntarioProfessionals #MoneyMindset #InvestmentPlanning #PlanAhead”
Professional golfers do not just swing and hope.
They study the course.
They prepare for challenges.
They focus on the long game.
Your everyday choice and finances deserve the same attention.
A financial plan helps you stay focused, organized and intentional with your money decisions.
Remember, MONEY is just a tool.
The goal is making smart decisions with money.
Question:
What does your financial game plan look like today?
Let’s build a strategy that keeps you on course for your future.
Send me a message today.
#FinancialPlanning #SmartMoney #RetirementIncome #WealthBuilding #GolfLife #FinancialSecurity #OntarioProfessionals #MoneyMindset #InvestmentPlanning #PlanAhead”
They study the course.
They prepare for challenges.
They focus on the long game.
Your everyday choice and finances deserve the same attention.
A financial plan helps you stay focused, organized and intentional with your money decisions.
Remember, MONEY is just a tool.
The goal is making smart decisions with money.
Question:
What does your financial game plan look like today?
Let’s build a strategy that keeps you on course for your future.
Send me a message today.
#FinancialPlanning #SmartMoney #RetirementIncome #WealthBuilding #GolfLife #FinancialSecurity #OntarioProfessionals #MoneyMindset #InvestmentPlanning #PlanAhead”