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.
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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
This short video explains the fees to invest in mutual funds, how they are allocated and the value of advice. Understanding investment fees
Change to the tax treatment of mutual fund corporations Corporate Class Fund Changes In the 2016 federal budget, the government proposed to change the tax treatment of mutual fund corporations so that switches between share classes of a corporation would be considered a disposition for tax purposes. Currently, investors are able to switch between share… Read more about Corporate Class Fund Changes