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.

Corporate Class Fund Changes

June 23, 2017

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

Better Wealth for Business Owners

May 23, 2017

Legacy Video

Investment Fees

Investment Fee Diagram

April 23, 2017

Understanding Fees