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.

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  

U.S. Tax Changes and Estate Planning

By Kerri O'Rourke | June 5, 2018

Follow the link to find out how recent U.S. tax changes might affect you! U.S. Tax Changes and Estate Planning  

Worth of Financial Advice

By Kerri O'Rourke | May 9, 2018

Are financial advisors worth it? Follow the link to find out! Worth of Financial Advice

A Guide for Estate Planning

By Kerri O'Rourke | April 24, 2018

Please follow the link for some tips on estate planning Estate Planning Guide  

Tax-Efficient Retirement Income

By Kerri O'Rourke | April 10, 2018

Please follow the link to read an article on tax-efficient retirement income sources Tax-Efficient Retirement

2018 Federal Budget Impact

By Kerri O'Rourke | April 4, 2018

The 2018 Federal Budget was presented on February 27th. Please follow the link for a short summary of relevant takeaways for the small business community. 2018 Budget note