Isaac Oluwagbemi, RRC - Financial Planner, Sun Life

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/3Fe

vgFo. 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.

September is Life Insurance Awareness Month — a great time to understand how the right coverage can support the people w...
09/04/2026

September is Life Insurance Awareness Month — a great time to understand how the right coverage can support the people who depend on you. ❤️🛡️👨‍👩‍👧‍👦

Whether you’re just getting started or reviewing an existing plan, clarity matters. Let’s connect to explore options that fit your needs.

I’m not here to tell you what to do. I’m here to help you understand your options and build a financial plan around what...
09/04/2026

I’m not here to tell you what to do. I’m here to help you understand your options and build a financial plan around what matters most to you.

It begins with a clarity conversation. Send me a message today!

It’s not always about big financial moves. Sometimes it’s smaller, consistent decisions like saving, protecting, and pla...
09/03/2026

It’s not always about big financial moves. Sometimes it’s smaller, consistent decisions like saving, protecting, and planning that can help make the biggest difference over time. Starting early helps give you more flexibility, more options and more confidence for what’s ahead. https://bit.ly/464FB4w

Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a...
09/03/2026

Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a thoughtful strategy can help you get there with confidence. Explore ways to transition your savings into income that supports the lifestyle you envision. Let’s build a strategy that helps you move into retirement with clarity and confidence. https://bit.ly/3TbJwte

My role is to help you gain clarity around your financial dreams, understand your options, identify opportunities, and b...
09/02/2026

My role is to help you gain clarity around your financial dreams, understand your options, identify opportunities, and build a financial plan that aligns with what matters most to you.

You deserve to understand the choices available before making important financial decisions.

Let’s have a clarity conversation about your financial plan.

Send me a message today!

One client believed they were saving enough.Then we compared their current lifestyle with what that same lifestyle could...
09/01/2026

One client believed they were saving enough.

Then we compared their current lifestyle with what that same lifestyle could cost in retirement.

The gap surprised them.

Small decisions made today can have a meaningful impact on tomorrow.

Question: Have you measured your retirement income gap?

Know where you stand. Book your complimentary clarity conversation today.

Disclaimer: This post is for educational purposes only and does not constitute financial advice. This example is hypothetical.

As wealth grows, financial priorities often become more complex. Are your investments, tax strategies, estate plans and ...
09/01/2026

As wealth grows, financial priorities often become more complex.

Are your investments, tax strategies, estate plans and protection solutions all working together toward the same goals? It may be worth reviewing how these areas fit together based on your circumstances.

What is your main financial priority right now? ⬇️ Share below:
• Growing wealth
• Protecting wealth
• Leaving a legacy
• Creating retirement income

Want your money to work for your family's future? 💰  Creating a plan to help your wealth last for generations takes more...
08/28/2026

Want your money to work for your family's future? 💰

Creating a plan to help your wealth last for generations takes more than hope. It takes strategy.

A solid financial roadmap can help you:
- Protect what you've built
- Minimize taxes
- Support loved ones for years to come

Let's talk about making your legacy last. Reach out to discuss your family's financial future. https://bit.ly/4iAp2Vi

08/27/2026

⛳ 1 out of 5. And I’m okay with that.

I was on the putting green, practicing my 50-foot putting skills.

In this video, I managed to make 1 out of 5.

Not exactly the result I wanted but that’s the beauty of practice. I’ll be sharing another video soon where I go 5/5. 😉

And there’s a bigger lesson here.

Financial goals work the same way.

You don’t set a goal because you’re guaranteed to get it right every time. You set a goal because you have something worth working toward.

Whether it’s:
• Building wealth
• Paying off debt
• Preparing for retirement
• Creating financial independence
• Leaving a legacy

The outcome starts with clarity of the goal, but achieving it requires discipline, consistency and commitment.

You may miss the target along the way.

You may have setbacks.

You may not see results immediately.

But every attempt gives you information that can help you improve your strategy.

The key is to keep showing up.

On the putting green, I’ll keep practicing until 5/5 becomes repeatable.

With your financial goals, the same principle applies.

Set the goal. Build the strategy. Stay disciplined. Review your progress. Keep going.

Because winning isn’t always about getting it right the first time.

It’s about having the commitment to keep working until you get it right. 🎯

Your retirement is too important to leave to chance. 🎯Market volatility is real. But you have options to help protect wh...
08/27/2026

Your retirement is too important to leave to chance. 🎯Market volatility is real. But you have options to help protect what you've built.

Let’s connect to guide you toward a retirement strategy that fits your needs. https://bit.ly/4xtXmpO

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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