Let's talk Money!, with Isaac Oluwagbemi, Financial Planner, Sun Life

I am a Financial Planner who is very passionate about helping people to achieve their most important goals, grow their wealth, and protect what matter most to them. While growing up, I saw firsthand how poor financial planning can impact a family negatively. This personal experience fuelled my passion to help other families avoid similar pitfalls by working with them to create the right financial plan, strategy and, protection measures tailored to their needs. I am in a relationship business focused on delivering value and being part of my client’s 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 currently volunteer as a Facilitator for Bereaved Families of Ontario where 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.