Isaac Oluwagbemi, RRC - Financial Planner, Sun Life

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Isaac Oluwagbemi, RRC - Financial Planner, Sun Life When working with me, you can rest assured knowing you’re in capable hands. I am a Sun Life advisor.

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. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo. Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financia...
10/09/2026

Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financial roadmap so you can track your progress and plan for what matters most.

Ready to get started? Let's connect. https://bit.ly/4yM3HOa

As we look ahead to 2027, it's a great moment to reflect. What worked financially this year? What could you improve? Tak...
10/09/2026

As we look ahead to 2027, it's a great moment to reflect. What worked financially this year? What could you improve? Taking time to review your goals helps you stay on track.

Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://bit.ly/4hLxz5J

A strong financial plan often includes a strategy to manage risks.Life has its ups and downs. Everyone's journey and tim...
10/09/2026

A strong financial plan often includes a strategy to manage risks.

Life has its ups and downs. Everyone's journey and timing are unique, but having the right coverage can help safeguard you against unexpected challenges. The appropriate plan depends entirely on your family, responsibilities, income, and long-term financial goals.

If your income is vital to your lifestyle, exploring ways to protect it is an important consideration. Taking time to review your current situation can help identify areas where you might need support.

Let’s discuss your financial goals and look at the steps available to help protect them.

Business owners spend years building a successful company, but many give less thought to what happens when they're ready...
10/06/2026

Business owners spend years building a successful company, but many give less thought to what happens when they're ready to step away.

Whether retirement is 5 years away or 15, having a succession strategy in place can help you identify ways to protect what you've built and preserve its value.

Let's explore ways to help prepare your business and personal finances for whatever comes next. https://bit.ly/4jHDKdG

What would happen if you could not generate income for an extended period?For a new incorporated professionals, your fut...
10/05/2026

What would happen if you could not generate income for an extended period?

For a new incorporated professionals, your future income can be one of your most valuable financial assets.

Protect the income that makes your financial plan possible.

Let’s schedule a confidential conversation to discuss your important financial dreams.

You are earning more. But where is the money going?A growing medical practice can create more income.But it can also cre...
10/02/2026

You are earning more. But where is the money going?

A growing medical practice can create more income.

But it can also create more expenses.

Practice expenses.

Personal expenses.

Mortgage payments.

Debt.

Family costs.

Taxes.

Investments.

Insurance.

Let’s schedule a confidential conversation to discuss your important financial goals and how you can achieve more with your hard earned income.

Send me a message today!

Insurance isn't just about preparing for the unexpected. It's about helping protect the people, goals and plans that mat...
10/02/2026

Insurance isn't just about preparing for the unexpected. It's about helping protect the people, goals and plans that matter most to you.

What gives you the greatest peace of mind?
❤️ Family
🏠 Home
💼 Business
💰 Financial future

Share below, and let's discuss protection strategies tailored to your needs.

Should I incorporate my medical practice and when is the best time to incorporate ?This is one of the questions many new...
10/01/2026

Should I incorporate my medical practice and when is the best time to incorporate ?

This is one of the questions many new physicians are asking.

But there is no one answer that works for everyone.

Your income.

Your expenses.

Your family situation.

Your financial goals.

Your plans for the money in your practice.

All of these can matter.

Incorporation can have tax and legal implications, so it is important to understand how it fits into your overall financial plan.

Do not make the decision simply because another doctor did it.

Understand how it applies to you.

Let’s schedule a confidential conversation to answer all your questions.

Building financial confidence doesn't always require dramatic changes. Sometimes it's as simple as automating savings, r...
10/01/2026

Building financial confidence doesn't always require dramatic changes.

Sometimes it's as simple as automating savings, reviewing spending habits or increasing contributions by a small amount. Consistent actions can make a difference over time.

Let's talk about practical strategies that fit your lifestyle. https://bit.ly/4ADKMq9

As a new practicing physician, your first few years can set the foundation for the next 20 to 30 years of your financial...
10/01/2026

As a new practicing physician, your first few years can set the foundation for the next 20 to 30 years of your financial life.

You are building your practice.

You are building your income.

You may be buying a home.

You may be starting or growing your family.

You may also be thinking about investments, taxes, insurance and retirement.

There are many financial decisions happening at the same time.

The goal is not to figure everything out overnight.

The goal is to have a written financial plan.

Your medical career is just beginning. Your financial future is being built at the same time.

Let’s schedule a confidential conversation.

Address

6-180 Northfield Drive W
Waterloo, ON
N2L0C7

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6:30pm
Thursday 9am - 6pm
Friday 9am - 4pm

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