Oreoluwa Okunlola
Financial Planner
CIM®
CFP®
MA
Working together to achieve the financial goals that matter to you most
Phone
Office Location
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
What does a financial planner do?
What to expect at my first meeting?
What are the steps in financial planning?
How much money do I need to work with a TD Wealth Financial Planner?
Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Estate planning basics
Article
Estate planning basics
An estate plan can help ensure your wishes are fulfilled if you become incapacitated and when you pass away. Here’s what you should know about building one.
Buying a home on your own: Ideas for a challenging market
Article
Buying a home on your own: Ideas for a challenging market
Despite ongoing affordability issues, almost half of first-time homebuyers say they want to apply for a mortgage on their own. If you're one of them, here are a few ideas to help you get started.
Mark Carney leads Liberals to victory: Now what?
Article
Mark Carney leads Liberals to victory: Now what?
Mark Carney and his Liberal Party have won a fourth term in Canada’s federal election. The new Carney-led government will take the helm amid ongoing political and economic uncertainty. MoneyTalks’ Kim Parlee speaks with Frank McKenna, Deputy Chair, Wholesale Banking at TD Bank Group and Beata Caranci, Chief Economist with TD, about the election results, relations with the U.S., and the road ahead for Canada’s economy.