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.
Ontario’s 2019 budget announced changes to the probate tax regime. Follow the link to find out more.
Looking to sell your family business? Follow the Link to see just how your financial advisor could help you!
Follow the LINK for tips on how you can preserve your capital in the event your spouse passes away.
Follow the Link for a series of articles that could help with your 2018 tax return.
If you or a loved one have an RDSP, follow the Link to learn how you can maximize your carry forward room.