Oreoluwa Okunlola

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

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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.

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