About Olusegun Joseph
Helping Canadians understand, protect, and grow their wealth through personalized financial strategies
Professional Introduction — Who I Am
I’m Olusegun Joseph, a licensed Financial Security Advisor dedicated to helping individuals, families, and business owners across North America, protect their income, grow wealth, and plan for a confident financial future.
My mission is simple:
To educate, empower, and guide Canadians /Americans toward financial freedom through personalized insurance and investment solutions.
I take pride in simplifying complex financial decisions so my clients can focus on what matters most — living well today while preparing wisely for tomorrow.
My Story — From Technology to Financial Empowerment
My journey into financial advising began with a simple truth:
I’ve always loved helping people — and I realized that financial education is one of the most powerful ways to change lives.
Coming from an IT background, I’ve spent years mastering problem-solving and precision. I hold a Bachelor’s Degree in Applied Information Technology from Sikkim Manipal University, India, and I’m a Microsoft Certified Software Developer (MCSD). Later, I expanded my technical knowledge with a Diploma in Full-Stack Development from Concordia University, Montréal Canada.
While in Canada, I discovered a serious gap — many hardworking Canadians, especially immigrants, own investment products like TFSAs or insurance policies without fully understanding how they work or whether their money is compounding effectively or not. That realization sparked my transition into the financial industry.
Today, I bring my analytical mindset from technology together with my passion for education to help clients make informed, confident financial decisions that truly serve their goals.
I am a Licensed Insurance of Persons Advisor under the supervision of Greatway Financial Inc., licensed with the Autorité des marchés financiers (AMF) and other provinces in Canada, proudly serving clients across the province with integrity and professionalism.
My Approach — How I Help My Clients
My approach is built on education, transparency, and trust.
Every client relationship starts with listening — understanding your goals, priorities, and challenges. From there, I walk you through a clear, step-by-step process:
Discovery Consultation – Understanding your financial goals and needs.
Personalized Strategy – Building protection and investment plans that fit your life stage and risk comfort.
Implementation – Choosing the right products (insurance or investments) for sustainable growth.
Ongoing Support – Regular check-ins to ensure your plan stays aligned with your evolving goals.
My goal isn’t to sell products — it’s to help you make confident, informed decisions that bring peace of mind and lasting results.
Areas of Expertise — What I Offer
My approach is built on education, transparency, and trust.
I provide customized strategies that cover the full spectrum of protection and growth:
Life & Health Protection
– Whole Life, Term Life, Universal Life, Critical Illness, and Disability Insurance.
Investment & Wealth Building
– RRSP, TFSA, and RESP plans tailored for tax-efficient growth.
Retirement & Legacy Planning
– Create sustainable retirement income and a meaningful financial legacy for your loved ones.
Family & Business Protection
– Insurance and investment strategies designed to safeguard your family or business against unexpected events.
Credentials & Professional Affiliations
I’m licensed with the Autorité des marchés financiers (AMF) to offer Insurance of Persons products across Québec.
I continuously enhance my expertise through industry courses, mentorship programs, and professional development opportunities to ensure my clients always receive the most relevant and reliable advice.
I’m also an active member of the Rotary Club of Montréal West, where I’ve proudly served as a Rotarian for over 13 years — beginning my service journey in Nigeria, my country of origin. Community involvement is a core part of who I am, reflecting my belief that financial empowerment and social impact go hand in hand.
A Personal Note
Outside of work, I’m passionate about personal growth, community service, and continuous learning.
When I’m not helping clients or attending Rotary projects, you’ll find me spending time with family, mentoring others, or exploring ways to simplify financial education for newcomers in Canada.
Let’s Connect
Whether you’re just getting started on your financial journey or looking to strengthen your current plan, I’d love to help you create a strategy that protects and grows your wealth.
Let’s build your financial future — one informed decision at a time.
