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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.
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
February is Heart Health Month. Heart disease affects 1 in 12 Canadian adults – a reminder of why protecting both your health and your financial wellbeing matters.
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
February is Heart Health Month. Heart disease affects 1 in 12 Canadian adults – a reminder of why protecting both your health and your financial wellbeing matters.
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
Time flies by, and tuition costs fly sky-high. 🕰️💸 When it comes to education costs for your kid(s), it pays to start early and save consistently. Small RESP contributions can add up over time.
Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget. https://advisor.sunlife.ca/isaac.oluwagbemi/
Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget. https://advisor.sunlife.ca/isaac.oluwagbemi/
Time flies by, and tuition costs fly sky-high. 🕰️💸 When it comes to education costs for your kid(s), it pays to start early and save consistently. Small RESP contributions can add up over time.
Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget. https://advisor.sunlife.ca/isaac.oluwagbemi/
Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget. https://advisor.sunlife.ca/isaac.oluwagbemi/
Your financial dreams are personal.
They deserve more than random strategies or one size fits all solutions.
My role is to help you connect today’s decisions with tomorrow’s outcomes. I can help you planning.
Let’s find out together where you are now and where you truly want to go.
If you are unsure whether your current strategies aligns with your financial dreams, let’s talk privately.
Send me a message today!
They deserve more than random strategies or one size fits all solutions.
My role is to help you connect today’s decisions with tomorrow’s outcomes. I can help you planning.
Let’s find out together where you are now and where you truly want to go.
If you are unsure whether your current strategies aligns with your financial dreams, let’s talk privately.
Send me a message today!
Your financial dreams are personal.
They deserve more than random strategies or one size fits all solutions.
My role is to help you connect today’s decisions with tomorrow’s outcomes. I can help you planning.
Let’s find out together where you are now and where you truly want to go.
If you are unsure whether your current strategies aligns with your financial dreams, let’s talk privately.
Send me a message today!
They deserve more than random strategies or one size fits all solutions.
My role is to help you connect today’s decisions with tomorrow’s outcomes. I can help you planning.
Let’s find out together where you are now and where you truly want to go.
If you are unsure whether your current strategies aligns with your financial dreams, let’s talk privately.
Send me a message today!
My primary role is to be your trusted partner.
Supporting you in achieving your important financial goals with clarity and structure.
No pressure. No assumptions.
Just thoughtful conversations designed around what truly matters to you.
Let’s find out together what your financial life could look like with the right support.
If you want a financial partner who listens first, let’s start a private conversation.
Send me a message today!
Supporting you in achieving your important financial goals with clarity and structure.
No pressure. No assumptions.
Just thoughtful conversations designed around what truly matters to you.
Let’s find out together what your financial life could look like with the right support.
If you want a financial partner who listens first, let’s start a private conversation.
Send me a message today!
My primary role is to be your trusted partner.
Supporting you in achieving your important financial goals with clarity and structure.
No pressure. No assumptions.
Just thoughtful conversations designed around what truly matters to you.
Let’s find out together what your financial life could look like with the right support.
If you want a financial partner who listens first, let’s start a private conversation.
Send me a message today!
Supporting you in achieving your important financial goals with clarity and structure.
No pressure. No assumptions.
Just thoughtful conversations designed around what truly matters to you.
Let’s find out together what your financial life could look like with the right support.
If you want a financial partner who listens first, let’s start a private conversation.
Send me a message today!
Life changes, goals evolve and your estate plan should too.
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/isaac.oluwagbemi/
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/isaac.oluwagbemi/
Life changes, goals evolve and your estate plan should too.
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/isaac.oluwagbemi/
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/isaac.oluwagbemi/
Avoid these TFSA and RRSP mistakes to keep the CRA off your back
One of the most common questions I get asked is this:
With limited funds, should I contribute to an RRSP or a TFSA?
The answer is rarely one size fits all.
It depends on your income today, your tax situation, how soon you may need the money, and what you are trying to accomplish long term. Used properly, both accounts are powerful tools. Used incorrectly, they can create unnecessary tax issues and missed opportunities.
As we move closer to tax season, this is a great time to step back and make sure your contributions actually align with your bigger financial picture, not just this year’s tax return.
If you are unsure which account deserves priority, or how to avoid common RRSP and TFSA mistakes, let’s talk ahead of time and walk through it properly.
A short conversation now can prevent costly surprises later.
Send me a message and let’s get clarity before deadlines approach.
With limited funds, should I contribute to an RRSP or a TFSA?
The answer is rarely one size fits all.
It depends on your income today, your tax situation, how soon you may need the money, and what you are trying to accomplish long term. Used properly, both accounts are powerful tools. Used incorrectly, they can create unnecessary tax issues and missed opportunities.
As we move closer to tax season, this is a great time to step back and make sure your contributions actually align with your bigger financial picture, not just this year’s tax return.
If you are unsure which account deserves priority, or how to avoid common RRSP and TFSA mistakes, let’s talk ahead of time and walk through it properly.
A short conversation now can prevent costly surprises later.
Send me a message and let’s get clarity before deadlines approach.
All change starts with where you are now.
Not where you wish you were.
Not where others appear to be.
But where you are today, financially.
Your income, your habits, your money decisions, your gaps, that’s the baseline.
Clarity always precedes progress.
If you’re not 100% clear on where you stand financially, let’s change that.
Send me a message and let’s map your starting point.
Not where you wish you were.
Not where others appear to be.
But where you are today, financially.
Your income, your habits, your money decisions, your gaps, that’s the baseline.
Clarity always precedes progress.
If you’re not 100% clear on where you stand financially, let’s change that.
Send me a message and let’s map your starting point.
Dreaming big for your future? Let's talk about how we help turn those dreams into reality. Whether it's early retirement or a new business venture, let's create a strategy to get you there.
Reach out to start your journey!
Reach out to start your journey!
Dreaming big for your future? Let's talk about how we help turn those dreams into reality. Whether it's early retirement or a new business venture, let's create a strategy to get you there.
Reach out to start your journey!
Reach out to start your journey!
Financial advice that fits your needs. Let Sun Life One Plan help.
Create your personalized roadmap with Sun Life One Plan! This powerful tool helps you set achievable goals and brings your financial dreams closer to reality. https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ
Take control of your financial future. Reach out today to get started!
#RetirementPlanning #SunLifeOnePlan
Take control of your financial future. Reach out today to get started!
#RetirementPlanning #SunLifeOnePlan
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