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.

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

You’re More Likely to Retire Wealthy if You Do This One Thing

By Kerri O'Rourke | January 9, 2018

Money article

Proposed tax changes miss the boat on financial security for all

By Kerri O'Rourke | January 9, 2018

The Globe and Mail article

Reasons why the wealthy invest in life insurance

By Kerri O'Rourke | November 30, 2017

The Globe and Mail article

Information you will want to know about the Canada Pension Plan

By Kerri O'Rourke | November 29, 2017

CPP Article

Thinking about retirement?

By Kerri O'Rourke | November 20, 2017

CLICK to find great information

Life Insurance

Life Insurance Changes

By 2w3s6 | August 23, 2017

New law will impact insurance tax benefits in 2017 After decades without any changes to the life insurance law, the government will be implementing new legislation to ensure the laws are more in line to today’s world. Changes to Life Insurance MTAR (Tax) Line The conclusion states that we have until 2017 to take advantage… Read more about Life Insurance Changes

Understanding Investment Fees

By 2w3s6 | July 23, 2017

This short video explains the fees to invest in mutual funds, how they are allocated and the value of advice. Understanding investment fees