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
Health events can happen without warning — and the costs aren’t always medical. Critical illness insurance can provide financial support during a serious diagnosis, helping with time off work, travel for care, or everyday expenses so you can focus on recovery. Want to explore if it fits your plan? https://advisor.sunlife.ca/isaac.oluwagbemi/
Health events can happen without warning — and the costs aren’t always medical. Critical illness insurance can provide financial support during a serious diagnosis, helping with time off work, travel for care, or everyday expenses so you can focus on recovery. Want to explore if it fits your plan? https://advisor.sunlife.ca/isaac.oluwagbemi/
Do you have a valid will and power of attorney?
In life and business, we often focus on the massive milestones. But when it comes to protecting your family and your legacy, the small things are the big things.
A misplaced word, an outdated beneficiary, or a missing signature can completely disrupt your wishes.
Estate planning isn't just about the assets you leave behind; it is about providing peace of mind for the people you love.
Don't leave your future to chance or a template you found online.
Speak to a competent lawyer today to ensure your blind spots are covered.
#EstatePlanning #PowerOfAttorney #LegacyPlanning #LegalAdvice #PeaceOfMind
In life and business, we often focus on the massive milestones. But when it comes to protecting your family and your legacy, the small things are the big things.
A misplaced word, an outdated beneficiary, or a missing signature can completely disrupt your wishes.
Estate planning isn't just about the assets you leave behind; it is about providing peace of mind for the people you love.
Don't leave your future to chance or a template you found online.
Speak to a competent lawyer today to ensure your blind spots are covered.
#EstatePlanning #PowerOfAttorney #LegacyPlanning #LegalAdvice #PeaceOfMind
Do you have a valid will and power of attorney?
In life and business, we often focus on the massive milestones. But when it comes to protecting your family and your legacy, the small things are the big things.
A misplaced word, an outdated beneficiary, or a missing signature can completely disrupt your wishes.
Estate planning isn't just about the assets you leave behind; it is about providing peace of mind for the people you love.
Don't leave your future to chance or a template you found online.
Speak to a competent lawyer today to ensure your blind spots are covered.
#EstatePlanning #PowerOfAttorney #LegacyPlanning #LegalAdvice #PeaceOfMind
In life and business, we often focus on the massive milestones. But when it comes to protecting your family and your legacy, the small things are the big things.
A misplaced word, an outdated beneficiary, or a missing signature can completely disrupt your wishes.
Estate planning isn't just about the assets you leave behind; it is about providing peace of mind for the people you love.
Don't leave your future to chance or a template you found online.
Speak to a competent lawyer today to ensure your blind spots are covered.
#EstatePlanning #PowerOfAttorney #LegacyPlanning #LegalAdvice #PeaceOfMind
Financial freedom means different things to different people.
To some, they need $20,000 monthly to maintain their lifestyle. Another family may need $50,000 per month, while some find that $3,000 or $5,000 monthly is enough.
Achieving your specific number requires the same precision as putting on the green. You can't just step up and hit the ball blindly; you have to read the slope, account for the wind, and be completely intentional with your line and speed.
Your financial plan requires that same deliberate focus.
If we were to calculate the cost of your specific lifestyle and line up your perfect putt, how much would you need each month?
I can help you plan.
Let’s schedule a confidential conversation!!
To some, they need $20,000 monthly to maintain their lifestyle. Another family may need $50,000 per month, while some find that $3,000 or $5,000 monthly is enough.
Achieving your specific number requires the same precision as putting on the green. You can't just step up and hit the ball blindly; you have to read the slope, account for the wind, and be completely intentional with your line and speed.
Your financial plan requires that same deliberate focus.
If we were to calculate the cost of your specific lifestyle and line up your perfect putt, how much would you need each month?
I can help you plan.
Let’s schedule a confidential conversation!!
Financial freedom means different things to different people.
To some, they need $20,000 monthly to maintain their lifestyle. Another family may need $50,000 per month, while some find that $3,000 or $5,000 monthly is enough.
Achieving your specific number requires the same precision as putting on the green. You can't just step up and hit the ball blindly; you have to read the slope, account for the wind, and be completely intentional with your line and speed.
Your financial plan requires that same deliberate focus.
If we were to calculate the cost of your specific lifestyle and line up your perfect putt, how much would you need each month?
I can help you plan.
Let’s schedule a confidential conversation!!
To some, they need $20,000 monthly to maintain their lifestyle. Another family may need $50,000 per month, while some find that $3,000 or $5,000 monthly is enough.
Achieving your specific number requires the same precision as putting on the green. You can't just step up and hit the ball blindly; you have to read the slope, account for the wind, and be completely intentional with your line and speed.
Your financial plan requires that same deliberate focus.
If we were to calculate the cost of your specific lifestyle and line up your perfect putt, how much would you need each month?
I can help you plan.
Let’s schedule a confidential conversation!!