Who I am
I work with incorporated business owners, physicians, professionals, retirees, and families across Ontario who want greater clarity and confidence in their financial lives. Many successful individuals have accumulated significant wealth but are looking for guidance on how to manage it efficiently, protect it, and transition it to future generations.
Holding the RRC® designation, I focus on helping Clients navigate complex financial situations with practical, personalized advice. My approach recognizes that personal and corporate finances are often deeply connected, particularly for business owners and incorporated professionals.
I believe wealth management should be about more than investments alone. It should align with a Client's goals, family values, retirement lifestyle, and legacy wishes. Through ongoing guidance and collaboration with other trusted professionals, I help Clients make well-informed decisions at every stage of life.
Why Clients Work With Me
Specialized experience working with incorporated business owners and high-income professionals
Personalized strategies tailored to each Client's goals and circumstances
Guidance in retirement income planning, investment management, and estate planning
Collaborative approach that works alongside accountants and legal professionals
Active involvement in the community through Rotary Club Waterloo, Hospice Waterloo Region, and local charitable initiatives
Commitment to building long-term relationships based on trust, communication, and service
My Approach
Every Client has a unique story, which is why I begin by understanding what matters most to them. Before discussing investments or strategies, I focus on clarifying goals, family priorities, and the role that wealth plays in supporting those objectives.
I then review existing financial, business, and estate structures to identify opportunities for greater efficiency and alignment. From there, I develop a coordinated strategy that addresses retirement income, tax considerations, wealth preservation, estate planning, and business succession where appropriate.
As life evolves, I provide ongoing guidance and regular reviews to help ensure financial decisions continue to support changing goals and circumstances.
When working with me, you can rest assured knowing you’re in capable hands. I work hard to meet your needs and help you build a personalized, holistic solution that will help you achieve lifetime health and financial well-being.
Isaac Oluwagbemi
Financial success often brings more complexity, especially for incorporated business owners, physicians, and high-income professionals. We help Clients across Ontario create clear strategies for managing wealth, reducing tax inefficiencies, planning for retirement, and preserving their legacy.
By connecting personal and corporate financial decisions into one coordinated approach, we work alongside accountants and legal professionals to help Clients make informed decisions with confidence.
Service Highlights
- Retirement income planning
- Investment management
- Estate and legacy planning
- Tax-efficient wealth strategies
Start a conversation about your goals and discover how a coordinated wealth strategy can support your future.
Job Title: Financial Planner, Sun Life, RRC®
Languages spoken: English
Phone: (519) 772-5195 x2268
Email: isaac.oluwagbemi@sunlife.com
Address: 120 Victoria Street S, Suite 401, Kitchener, ON, N2G 0E1 Canada
Isaac Oluwagbemi
As a Financial Planner, I’m passionate about helping people achieve their goals, grow their wealth and protect what matter most to them. While growing up, I saw firsthand how poor planning can impact a family negatively. This personal experience fueled my passion to help other families avoid similar pitfalls by working with them to create the right financial plan, strategy and protective measures tailored to their needs. I am in a relationship business focused on delivering value. Being a part of Clients' success is what keeps me going.
When I’m not working, I spend time with my family and enjoy giving back to my community through volunteering. I volunteer as a Facilitator for Bereaved Families of Ontario. Here, I support families who are grieving the death of loved ones. I also sit on a board for the Rotary Club of Waterloo.
My hobbies are playing golf, participating in soccer games and listening to educational podcasts.
Job Title: Financial Planner, Sun Life, RRC®
Phone: 519-572-3391
Email: isaac.oluwagbemi@sunlife.com
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.