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Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.
Feeling the winter blahs? You're not alone. There’s still time to prioritize your mental wellbeing this winter. Many Sun Life plans offer coverage for mental health services. Let's discuss how your insurance can support you.
Feeling the winter blahs? You're not alone. There’s still time to prioritize your mental wellbeing this winter. Many Sun Life plans offer coverage for mental health services. Let's discuss how your insurance can support you.
Mark Your Calendar
The RRSP contribution deadline is March 2, 2026.
But here is the real question:
Are you contributing with strategy, or just for a tax receipt?
An RRSP is more than a last minute tax move.
It is a powerful tool when aligned with your cashflow, income level, and long term retirement income plan.
Before you contribute, consider:
• Does this fit your current cashflow?
• Should you maximize your RRSP or split between TFSA?
• Are you carrying high interest debt?
• Does it support your long term retirement income strategy?
The right contribution is not about the biggest number.
It is about the right number.
If you want clarity before the deadline, let’s review your numbers together and make a smart money decision.
Send me a message today and let’s protect your future with intention.
The RRSP contribution deadline is March 2, 2026.
But here is the real question:
Are you contributing with strategy, or just for a tax receipt?
An RRSP is more than a last minute tax move.
It is a powerful tool when aligned with your cashflow, income level, and long term retirement income plan.
Before you contribute, consider:
• Does this fit your current cashflow?
• Should you maximize your RRSP or split between TFSA?
• Are you carrying high interest debt?
• Does it support your long term retirement income strategy?
The right contribution is not about the biggest number.
It is about the right number.
If you want clarity before the deadline, let’s review your numbers together and make a smart money decision.
Send me a message today and let’s protect your future with intention.
Mark Your Calendar
The RRSP contribution deadline is March 2, 2026.
But here is the real question:
Are you contributing with strategy, or just for a tax receipt?
An RRSP is more than a last minute tax move.
It is a powerful tool when aligned with your cashflow, income level, and long term retirement income plan.
Before you contribute, consider:
• Does this fit your current cashflow?
• Should you maximize your RRSP or split between TFSA?
• Are you carrying high interest debt?
• Does it support your long term retirement income strategy?
The right contribution is not about the biggest number.
It is about the right number.
If you want clarity before the deadline, let’s review your numbers together and make a smart money decision.
Send me a message today and let’s protect your future with intention.
The RRSP contribution deadline is March 2, 2026.
But here is the real question:
Are you contributing with strategy, or just for a tax receipt?
An RRSP is more than a last minute tax move.
It is a powerful tool when aligned with your cashflow, income level, and long term retirement income plan.
Before you contribute, consider:
• Does this fit your current cashflow?
• Should you maximize your RRSP or split between TFSA?
• Are you carrying high interest debt?
• Does it support your long term retirement income strategy?
The right contribution is not about the biggest number.
It is about the right number.
If you want clarity before the deadline, let’s review your numbers together and make a smart money decision.
Send me a message today and let’s protect your future with intention.
Navigating life insurance options can be overwhelming. Whether finishing school, buying a first home or starting a family, finding the right plan that fits life's unique journey is essential.
We can help secure your future together. Let us know how we can help.
We can help secure your future together. Let us know how we can help.
Navigating life insurance options can be overwhelming. Whether finishing school, buying a first home or starting a family, finding the right plan that fits life's unique journey is essential.
We can help secure your future together. Let us know how we can help.
We can help secure your future together. Let us know how we can help.
High income does not automatically equal financial freedom.
Many professionals are well paid but structurally dependent on active work.
Are you building income streams that function without you?
If you are unsure, let’s have a confidential conversation.
Many professionals are well paid but structurally dependent on active work.
Are you building income streams that function without you?
If you are unsure, let’s have a confidential conversation.
High income does not automatically equal financial freedom.
Many professionals are well paid but structurally dependent on active work.
Are you building income streams that function without you?
If you are unsure, let’s have a confidential conversation.
Many professionals are well paid but structurally dependent on active work.
Are you building income streams that function without you?
If you are unsure, let’s have a confidential conversation.
Family is everything! When you meet with me, we’ll discuss how you can plan to protect them no matter what life throws at you, the expected and the unexpected.
Family is everything! When you meet with me, we’ll discuss how you can plan to protect them no matter what life throws at you, the expected and the unexpected.
Accumulation is one skill.
Distribution is another.
Growing wealth is exciting.
Living off wealth requires discipline:
• Withdrawal sequencing
• Tax coordination
• Risk buffering
• Longevity modeling
Most professionals have assets.
Few have a distribution strategy.
If you do not know which account you would draw from first and why…
It is time to build structure.
Comment “STRUCTURE” and I will outline the framework.
Distribution is another.
Growing wealth is exciting.
Living off wealth requires discipline:
• Withdrawal sequencing
• Tax coordination
• Risk buffering
• Longevity modeling
Most professionals have assets.
Few have a distribution strategy.
If you do not know which account you would draw from first and why…
It is time to build structure.
Comment “STRUCTURE” and I will outline the framework.
Accumulation is one skill.
Distribution is another.
Growing wealth is exciting.
Living off wealth requires discipline:
• Withdrawal sequencing
• Tax coordination
• Risk buffering
• Longevity modeling
Most professionals have assets.
Few have a distribution strategy.
If you do not know which account you would draw from first and why…
It is time to build structure.
Comment “STRUCTURE” and I will outline the framework.
Distribution is another.
Growing wealth is exciting.
Living off wealth requires discipline:
• Withdrawal sequencing
• Tax coordination
• Risk buffering
• Longevity modeling
Most professionals have assets.
Few have a distribution strategy.
If you do not know which account you would draw from first and why…
It is time to build structure.
Comment “STRUCTURE” and I will outline the framework.
Life evolves. Income changes. Responsibilities grow.
Your financial strategy should evolve with you.
My role is to support you through every season, not just one transaction.
Let’s find out together whether your current strategy still fits your life today and the future you desire.
It begins with a clarity conversation. Send me a message today!
Your financial strategy should evolve with you.
My role is to support you through every season, not just one transaction.
Let’s find out together whether your current strategy still fits your life today and the future you desire.
It begins with a clarity conversation. Send me a message today!
Life evolves. Income changes. Responsibilities grow.
Your financial strategy should evolve with you.
My role is to support you through every season, not just one transaction.
Let’s find out together whether your current strategy still fits your life today and the future you desire.
It begins with a clarity conversation. Send me a message today!
Your financial strategy should evolve with you.
My role is to support you through every season, not just one transaction.
Let’s find out together whether your current strategy still fits your life today and the future you desire.
It begins with a clarity conversation. Send me a message today!
Thoughtful planning ensures your assets reach the right people at the right time — with minimal tax impact.
Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy
Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/isaac.oluwagbemi/
Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy
Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/isaac.oluwagbemi/
Thoughtful planning ensures your assets reach the right people at the right time — with minimal tax impact.
Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy
Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/isaac.oluwagbemi/
Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy
Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/isaac.oluwagbemi/
What would happen to your lifestyle if your income stopped tomorrow?
Starting your medical career in Canada is a major milestone.
And for experienced physicians, protecting what you have built is just as important.
Your ability to earn is your greatest asset at every stage of practice.
Income protection is often overlooked, but it is a key part of a strong financial plan.
Whether you are new to Canada or well established, it is worth reviewing your options.
Let’s help you protect your income.
Send me a message today.
Starting your medical career in Canada is a major milestone.
And for experienced physicians, protecting what you have built is just as important.
Your ability to earn is your greatest asset at every stage of practice.
Income protection is often overlooked, but it is a key part of a strong financial plan.
Whether you are new to Canada or well established, it is worth reviewing your options.
Let’s help you protect your income.
Send me a message today.
What would happen to your lifestyle if your income stopped tomorrow?
Starting your medical career in Canada is a major milestone.
And for experienced physicians, protecting what you have built is just as important.
Your ability to earn is your greatest asset at every stage of practice.
Income protection is often overlooked, but it is a key part of a strong financial plan.
Whether you are new to Canada or well established, it is worth reviewing your options.
Let’s help you protect your income.
Send me a message today.
Starting your medical career in Canada is a major milestone.
And for experienced physicians, protecting what you have built is just as important.
Your ability to earn is your greatest asset at every stage of practice.
Income protection is often overlooked, but it is a key part of a strong financial plan.
Whether you are new to Canada or well established, it is worth reviewing your options.
Let’s help you protect your income.
Send me a message today.
Retirement is not an age.
It is a cashflow decision.
Most successful professionals focus on:
Growing income
Growing assets
Growing their practice
Few focus on this:
How will income be replaced when work slows down?
If your active income stopped tomorrow…
What would fund your lifestyle?
Portfolio?
Corporate funds?
Real estate?
Dividends?
Or guesswork?
If you have never seen your retirement income mapped clearly on paper, we need to talk.
Send me “MAP” and I will show you what a real retirement income framework looks like.
It is a cashflow decision.
Most successful professionals focus on:
Growing income
Growing assets
Growing their practice
Few focus on this:
How will income be replaced when work slows down?
If your active income stopped tomorrow…
What would fund your lifestyle?
Portfolio?
Corporate funds?
Real estate?
Dividends?
Or guesswork?
If you have never seen your retirement income mapped clearly on paper, we need to talk.
Send me “MAP” and I will show you what a real retirement income framework looks like.
Retirement is not an age.
It is a cashflow decision.
Most successful professionals focus on:
Growing income
Growing assets
Growing their practice
Few focus on this:
How will income be replaced when work slows down?
If your active income stopped tomorrow…
What would fund your lifestyle?
Portfolio?
Corporate funds?
Real estate?
Dividends?
Or guesswork?
If you have never seen your retirement income mapped clearly on paper, we need to talk.
Send me “MAP” and I will show you what a real retirement income framework looks like.
It is a cashflow decision.
Most successful professionals focus on:
Growing income
Growing assets
Growing their practice
Few focus on this:
How will income be replaced when work slows down?
If your active income stopped tomorrow…
What would fund your lifestyle?
Portfolio?
Corporate funds?
Real estate?
Dividends?
Or guesswork?
If you have never seen your retirement income mapped clearly on paper, we need to talk.
Send me “MAP” and I will show you what a real retirement income framework looks like.
Most people see life insurance as an expense.
The wealthy see it as a financial instrument.
When structured properly, it transfers risk, protects income, and in some cases supports tax efficient growth.
The real question is not whether you have coverage.
The question is whether your coverage is positioned strategically inside your financial plan.
Always look at the bigger picture.
If you are unsure what role your life insurance policy plays in your overall strategy, let us review it properly.
This post is for general information only. Not financial advice.
The wealthy see it as a financial instrument.
When structured properly, it transfers risk, protects income, and in some cases supports tax efficient growth.
The real question is not whether you have coverage.
The question is whether your coverage is positioned strategically inside your financial plan.
Always look at the bigger picture.
If you are unsure what role your life insurance policy plays in your overall strategy, let us review it properly.
This post is for general information only. Not financial advice.
Most people see life insurance as an expense.
The wealthy see it as a financial instrument.
When structured properly, it transfers risk, protects income, and in some cases supports tax efficient growth.
The real question is not whether you have coverage.
The question is whether your coverage is positioned strategically inside your financial plan.
Always look at the bigger picture.
If you are unsure what role your life insurance policy plays in your overall strategy, let us review it properly.
This post is for general information only. Not financial advice.
The wealthy see it as a financial instrument.
When structured properly, it transfers risk, protects income, and in some cases supports tax efficient growth.
The real question is not whether you have coverage.
The question is whether your coverage is positioned strategically inside your financial plan.
Always look at the bigger picture.
If you are unsure what role your life insurance policy plays in your overall strategy, let us review it properly.
This post is for general information only. Not financial advice.
Building wealth is about more than growing your money – it's about creating lasting financial security. 💖💰
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Building wealth is about more than growing your money – it's about creating lasting financial security. 💖💰
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Funds inside your corporation often feels safe, especially when life is busy and responsibilities are high.
But over time, idle money carries a cost, inflation, missed growth, and lost compounding.
Safety without strategy can quietly work against long-term goals.
Let’s discuss your retained earnings and put them to work…
Send me a message today!
But over time, idle money carries a cost, inflation, missed growth, and lost compounding.
Safety without strategy can quietly work against long-term goals.
Let’s discuss your retained earnings and put them to work…
Send me a message today!
Funds inside your corporation often feels safe, especially when life is busy and responsibilities are high.
But over time, idle money carries a cost, inflation, missed growth, and lost compounding.
Safety without strategy can quietly work against long-term goals.
Let’s discuss your retained earnings and put them to work…
Send me a message today!
But over time, idle money carries a cost, inflation, missed growth, and lost compounding.
Safety without strategy can quietly work against long-term goals.
Let’s discuss your retained earnings and put them to work…
Send me a message today!
Strategic planning can help you make the most of housing transitions.
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Strategic planning can help you make the most of housing transitions.
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Business owners, are you so focused on your company that your personal finances have been put on hold?
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/isaac.oluwagbemi/
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/isaac.oluwagbemi/
Business owners, are you so focused on your company that your personal finances have been put on hold?
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/isaac.oluwagbemi/
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/isaac.oluwagbemi/
Are you saving enough in your RRSP for the retirement you want? Crunch the numbers in Sun Life's free RRSP calculator. Then, let’s connect and talk about your options.
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/
Are you saving enough in your RRSP for the retirement you want? Crunch the numbers in Sun Life's free RRSP calculator. Then, let’s connect and talk about your options.
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/
Financial success doesn’t start with products.
It starts with clarity.
Too often, people are buying products without a clear financial plan behind them.
My role is to help you slow things down, see the full picture, and make smart decisions with intention.
If your finances feel complex or uncertain, a confidential conversation can help.
Send me a message when you’re ready.
It starts with clarity.
Too often, people are buying products without a clear financial plan behind them.
My role is to help you slow things down, see the full picture, and make smart decisions with intention.
If your finances feel complex or uncertain, a confidential conversation can help.
Send me a message when you’re ready.
Financial success doesn’t start with products.
It starts with clarity.
Too often, people are buying products without a clear financial plan behind them.
My role is to help you slow things down, see the full picture, and make smart decisions with intention.
If your finances feel complex or uncertain, a confidential conversation can help.
Send me a message when you’re ready.
It starts with clarity.
Too often, people are buying products without a clear financial plan behind them.
My role is to help you slow things down, see the full picture, and make smart decisions with intention.
If your finances feel complex or uncertain, a confidential conversation can help.
Send me a message when you’re ready.
Avez-vous mis toute votre attention sur votre entreprise que vous en avez négligé vos finances personnelles? Le moment est venu d’adopter une approche globale.
Travaillons ensemble pour créer un parcours financier qui cadre avec vos ambitions professionnelles et vos rêves personnels.
Ça commence ici > https://advisor.sunlife.ca/isaac.oluwagbemi/
Travaillons ensemble pour créer un parcours financier qui cadre avec vos ambitions professionnelles et vos rêves personnels.
Ça commence ici > https://advisor.sunlife.ca/isaac.oluwagbemi/
Avez-vous mis toute votre attention sur votre entreprise que vous en avez négligé vos finances personnelles? Le moment est venu d’adopter une approche globale.
Travaillons ensemble pour créer un parcours financier qui cadre avec vos ambitions professionnelles et vos rêves personnels.
Ça commence ici > https://advisor.sunlife.ca/isaac.oluwagbemi/
Travaillons ensemble pour créer un parcours financier qui cadre avec vos ambitions professionnelles et vos rêves personnels.
Ça commence ici > https://advisor.sunlife.ca/isaac.oluwagbemi/
Life changes. Your plans should be flexible enough to change with it.
Opportunities and challenges rarely arrive on schedule.
When structured properly, life insurance can provide access to capital without forcing you to sell long-term investments at the wrong time or disrupt carefully built plans.
This flexibility does not happen by accident.
It comes from intentional design and regular review.
Many people assume they have options, until they actually need them.
Think about it;
If you needed access to capital tomorrow, where would it come from?
If you are unsure whether your current structure provides flexibility when life changes, let’s have a confidential conversation and walk through your options together.
This is for general information only. This is not financial, tax, or legal advice. Every situation requires a personalized review.
Opportunities and challenges rarely arrive on schedule.
When structured properly, life insurance can provide access to capital without forcing you to sell long-term investments at the wrong time or disrupt carefully built plans.
This flexibility does not happen by accident.
It comes from intentional design and regular review.
Many people assume they have options, until they actually need them.
Think about it;
If you needed access to capital tomorrow, where would it come from?
If you are unsure whether your current structure provides flexibility when life changes, let’s have a confidential conversation and walk through your options together.
This is for general information only. This is not financial, tax, or legal advice. Every situation requires a personalized review.
Life changes. Your plans should be flexible enough to change with it.
Opportunities and challenges rarely arrive on schedule.
When structured properly, life insurance can provide access to capital without forcing you to sell long-term investments at the wrong time or disrupt carefully built plans.
This flexibility does not happen by accident.
It comes from intentional design and regular review.
Many people assume they have options, until they actually need them.
Think about it;
If you needed access to capital tomorrow, where would it come from?
If you are unsure whether your current structure provides flexibility when life changes, let’s have a confidential conversation and walk through your options together.
This is for general information only. This is not financial, tax, or legal advice. Every situation requires a personalized review.
Opportunities and challenges rarely arrive on schedule.
When structured properly, life insurance can provide access to capital without forcing you to sell long-term investments at the wrong time or disrupt carefully built plans.
This flexibility does not happen by accident.
It comes from intentional design and regular review.
Many people assume they have options, until they actually need them.
Think about it;
If you needed access to capital tomorrow, where would it come from?
If you are unsure whether your current structure provides flexibility when life changes, let’s have a confidential conversation and walk through your options together.
This is for general information only. This is not financial, tax, or legal advice. Every situation requires a personalized review.
As an incorporated professional , your income flows through two places, your personal life and your corporation.
Many focus on earnings but rarely step back to ask how retained earnings inside the MPC are actually working.
Income alone does not create clarity.
Structure does.
Do you know what role your retained earnings are playing inside your corporation today?
Let’s review your current strategy. Send me a message today for a no-commitment confidential conversation.
#financialplan #Medicals #physicians
Many focus on earnings but rarely step back to ask how retained earnings inside the MPC are actually working.
Income alone does not create clarity.
Structure does.
Do you know what role your retained earnings are playing inside your corporation today?
Let’s review your current strategy. Send me a message today for a no-commitment confidential conversation.
#financialplan #Medicals #physicians
As an incorporated professional , your income flows through two places, your personal life and your corporation.
Many focus on earnings but rarely step back to ask how retained earnings inside the MPC are actually working.
Income alone does not create clarity.
Structure does.
Do you know what role your retained earnings are playing inside your corporation today?
Let’s review your current strategy. Send me a message today for a no-commitment confidential conversation.
#financialplan #Medicals #physicians
Many focus on earnings but rarely step back to ask how retained earnings inside the MPC are actually working.
Income alone does not create clarity.
Structure does.
Do you know what role your retained earnings are playing inside your corporation today?
Let’s review your current strategy. Send me a message today for a no-commitment confidential conversation.
#financialplan #Medicals #physicians
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.