Founded by 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.

You’re Invited, 7 Deadly Sins of Estate Planning

By Kerri O'Rourke | August 30, 2018

   

Results Of Tax Bracket Changes

By Kerri O'Rourke | August 27, 2018

The results are in. Follow the link to see how the change in federal income taxes has effected government revenues.

RESP Tips

By Kerri O'Rourke | August 21, 2018

Follow the Link for some tips when saving for your children’s post-secondary education. Important Lessons About Saving For Children’s Post-Secondary

Converting Your Home Into A Rental Property

By Kerri O'Rourke | August 14, 2018

When it comes to converting your principle residence into a rental property, there are several tax consequences to be aware of. Follow the link to view an article regarding rental properties. Converting your residence to generate income

July 2018 Report

By Kerri O'Rourke | August 7, 2018

On a monthly basis, we will be posting a report highlighting recent news, events and market updates that may affect our business and clients. Follow the link for the July 2018 report. July 2018

How life insurance can help pay for a child’s education

By Kerri O'Rourke | August 3, 2018

Follow the link for an article discussing how life insurance can help you fund your child’s education. Child’s education

How Trust Accounts Work

By Kerri O'Rourke | July 18, 2018

Follow the link for an article on how trust accounts can help save for your family. Informal trust accounts

June 2018 Report

By Kerri O'Rourke | July 3, 2018

On a monthly basis, we will be posting a report highlighting recent news, events and market updates that may affect our business and clients. Follow the link for the June 2018 report. June 2018

CSA Changes

By Kerri O'Rourke | June 27, 2018

Last week, the Canadian Securities Administrators released an update on a consultation paper regarding the usage of embedded fees for Mutual Funds. CSA has decided on three main proposals: 1. Ban on deferred sales charges (DSC)*, including low-load options; 2. Ban on trailer commissions for discount brokerages; 3. Enhanced conflict of interest disclosure for dealers… Read more about CSA Changes

May 2018 Monthly Report

By Kerri O'Rourke | June 6, 2018

On a monthly basis, we will be posting a report highlighting recent news, events and market updates that may affect our business and clients. Follow the link for the May 2018 report. May 2018