Ola Olaleye, MBA, PFP - Scotiabank Investment Specialist

You define investment success – I will help you get there with advice and solutions that support your vision. I'll work with you to create a customized financial plan that articulates your investment objectives in a way that’s meaningful to you. With ongoing advice and a plan that’s designed to keep pace with your life, you can confidently manage today's priorities while preparing for the needs of

you and your family in the future. Knowing how demanding life can get, I can work with your schedule to meet when and where it’s convenient for you. Using a disciplined approach, I can provide the following services:

Assess your current financial situation
Create a customized financial plan
Recommend suitable investments
Cash flow and debt analysis
Track your progress and refine plan as necessary
Plan for your retirement needs
Implement tax efficient strategies
Insight on economic and market events

To help you manage your entire financial picture, I can provide you with guided access to specialized professionals for tax and estate planning, business succession and financing needs. Contact me today for a complimentary investment review.


® Registered trademark of The Bank of Nova Scotia, used under licence. Scotiabank includes The Bank of Nova Scotia and its subsidiaries and affiliates, including Scotia Securities Inc. As used in this document, “Investment Specialist and Financial Planner”, “Scotiabank Investment Specialist” and “Financial Planner and Investment Specialist” refers to a Scotia Securities Inc. mutual fund representative or, in Quebec, a Group Savings Plan Dealer Representative who is also registered in the category of Financial Planner. is a member of the Mutual Fund Dealers Association.