Oreoluwa Okunlola
Contact me to learn how you could be eligible to get $500¹
Refocus on your financial goals this summer and we can help you build a personalized financial plan to start achieving them.
1Conditions Apply. Offer ends August 29, 2025.
Financial Planner
CIM®
CFP®
MA
Working together to achieve the financial goals that matter to you most
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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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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.
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