Oreoluwa Okunlola

Tax Filing Deadline

The tax filing deadline for most individuals is April 30th, 2025. Reminder to file your taxes prior to the deadline to help avoid penalties or interest on amounts that may be owing, or delays on any refund you may receive.

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Oreoluwa Okunlola

Financial Planner

CIM®

CFP®

MA

Working together to achieve the financial goals that matter to you most

Phone

Office

(613) 782-1192

Office Location

45 O'connor St Ottawa, ON K1P1A4. map

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Since 2010, Oreoluwa has been in the Financial Services Industry. I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. I hold a Bachelor's degree in economics from Bowen University as well as a Masters of Arts in Economics from University of Ottawa. My commitment to continuous education has earned me the Certified Financial Planner CFP® Designation conferred by FP Canada as well as the Chartered Investment Manager CIM® designation conferred by the Canadian Securities Institute. I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals

Certificates

CIM®

CFP®

MA

TD Wealth Financial Planning

Your priorities are important to us. We can work together towards your goals, and can help with:

Women in Business

Providing Women with the right advice, tools and resources to help confidently their business.

Stepping into retirement: Preparing for the big transition

The transition from a successful career to this stage in life isn’t always easy.

Multi-Generational Family

You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.

Frequently asked questions

Get answers to your financial planning questions.

Your Unique Goals

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.

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