Founded in 2005, ONELIFE was created with the objective of building a team of solution-based, impartial financial planners to fill a gap in the financial services industry. The focus has always been to provide financial services to clients through a formalized process that would focus on tax effective solutions. Bill Holmes, the founder of ONELIFE, has been providing tax effective planning to successful business owners in the areas of investment, retirement income, and wealth transfer planning for over 30 years.
Changes to Ontario’s probate tax
Ontario’s 2019 budget announced changes to the probate tax regime. Follow the link to find out more.
Selling Your Business
Looking to sell your family business? Follow the Link to see just how your financial advisor could help you!
Spousal Advantages
Follow the LINK for tips on how you can preserve your capital in the event your spouse passes away.
Tax-Saving Tips for Everyone
Follow the Link for a series of articles that could help with your 2018 tax return.
Maximizing Your RDSP Carry Forwards
If you or a loved one have an RDSP, follow the Link to learn how you can maximize your carry forward room.
