Chris specializes in working with business families who are building intergenerational wealth, focusing on the growth and transition strategies available to them in Canada. Coming from a successful business family, Chris has experience in managing corporate family wealth and dealing with the tax consequences that follow. His background in competitive golf is reflected in his work as an advisor, determined to seek the best outcome for his clients.
Marc is a registered Associate Portfolio Manager with Quintessence Wealth. Marc is committed to helping clients keep more of their money and enjoy life without worrying about finances. His expertise is in creating tax-efficient retirement income plans for his retired clients and providing tax effective strategies to help Business Owners improve their overall situation. The integrity he holds with his clients also drives his volunteer work coaching minor hockey in his community. Marc’s deep knowledge of the finance industry and his extensive credentials provide clients with genuine peace of mind.
Brendan’s focus is on aiding business owners and incorporated professionals with tax and estate planning, generational wealth transfer and business succession needs. As a business owner himself, Brendan understands the difficulties of running a business and has insight on the essentials of being an entrepreneur. The relationships that are built with clients through this work lead to Brendan’s goal of being “an advisor for life”.
After an extended career in professional hockey, Brendan and his young family are happy to be settled in a community that means so much to them.
Vanessa joins OneLife with 15 years of experience in the financial services industry, working closely with clients and advisors on their insurance-related needs. As a bilingual service associate, she has developed exceptional skills in client communication through her leadership of a call centre, focusing on problem resolution.
Vanessa also brings added value in her CRM and reporting abilities, providing the team with intuitive processes to ensure OneLife clients are receiving timely information and advice.
With 17 years of experience in the financial services industry, Kaysi is overseeing all the administrative and marketing functions as an Executive Assistant to Marc Ouellet. In short, she has extensive experience ensuring everything runs smoothly.
She is a problem solver, who deals with client requests and handles all managerial tasks - including scheduling, corresponding and organizing special events. Her knowledge and organizational skills make her invaluable to Marc and the OneLife team.
Nick specializes in investment analysis and market research which is a key support role for the advisors at OneLife. Concentrating on collecting market intelligence, analysing data and constructing portfolios, Nick provides helpful insight and advice to assist our clients with their needs. The benefits that he brings is matched by his determination to provide guidance, to be proactive in market trends and to bring a unique and positive perspective for our client’s investments. Nick continues to concentrate on his personal education and bolstering his value as he believes it is essential to provide the best service possible. Nick Bockstael is a registered Portfolio Manager with Quintessence Wealth. OneLife Wealth Management is a partner and owner of Quintessence Wealth.
Marianne brings with her extensive customer service experience along with many years in the financial industry. She strives for perfection in her work and is very dedicated to fostering positive client relationships. Her knowledge, commitment, and positive attitude make her a valuable asset to the team at OneLife.
Born in Brockville and raised in Ottawa, Spencer began his working career, helping run his family’s businesses. For 8 years he helped manage 5 successful coffee shops across the city of Ottawa, learning firsthand what it takes to be a business owner and the impacts it has on a family.
During that time, he received his diploma in Television Broadcasting from Algonquin College. In 2013 he made the decision to leave the family business for a career in finance and joined Freedom 55 Financial. Over the next 9 years worked as a Financial Advisor and a Director of Business Development before joining OneLife in the fall of 2022.
Spencer is happily married to his wife Rebecca and the proud father of their two daughters Harper and Nora and three dogs Kuma, Willow and Murphy. He’s an avid sports fan and enjoys playing hockey and golf.
George specializes in working with business owners and professionals, with significant experience in employee benefits for his corporate clients. With his internationally recognized credentials and his financial background, George understands his clients’ needs. He believes that dedication to his clients’ financial wellbeing is the foundation to their success.
Todd’s passion is working with people who are retired or nearing retirement who value first-rate advice and service. With a focus on tax minimization, wealth accumulation and wealth transfer strategies, his practice of taking the time to truly know and understand his clients makes his recommendations perfectly matched to their needs and goals. He prides himself on the sense of optimism his clients feel when they realize that their vision is their reality. Through his professional, honest and positive approach, he truly knows he is making a difference.
Joan has a unique understanding of client needs and a dedication to providing exceptional customer service. Her decades of experience in Business Administration and Government Procurement give her a deep knowledge of business, and her enthusiasm for helping clients is invaluable.
Jill joined the OneLife Group Benefits & Retirement division after acquiring 20 years of experience as an Employee Benefits Account Executive at one of Canada’s largest national insurance providers. During this time, she developed extensive knowledge and expertise in the group insurance industry, and furthered her education by obtaining her Certified Employee Benefits Specialist (CEBS) designation from the International Foundation of Employee Benefit Plans, as well as a Workplace Mental Health Leadership certificate from Queen’s University. Jill chose to join the benefits team at OneLife because she is passionate about truly making a difference in our clients’ success. You will find Jill creating and executing strategies to ensure that our clients are successful in getting their desired outcome as it relates to their corporate benefit programs.
Peter has been a leading expert in the insurance industry for 25+ years. Starting his career as a living benefits specialist, Peter’s knowledge and experience led him to obtain rights as the Sole Authorized Representative in Ottawa, Eastern Ontario, and Durham Region for the Canadian Bar Insurance Association (CBIA) and Lawyers Financial where he has helped over 1600 clients.
In addition to his knowledge and expertise in the Living Benefits field, this gives the OneLife team access to high quality, low priced product for Lawyers, their families, and those in the legal community.
Bill founded OneLife Wealth Management with the purpose of providing financial services to clients through a disciplined and formalized process. He specializes in tax-effective solutions for business owners, particularly in investment, retirement income and wealth transfer planning. After a professional basketball career, Bill has decades of experience in the financial services field. As part of his passion for helping clients, Bill speaks nationally on issues facing business owners with Holding Companies.
As a licensed professional, he plays the role of New Business Associate, where he is responsible for the application process and following that process through to ensure onboarding of new clients is smooth and impactful.
Mark’s career in financial services has taken him to different places, where he has gathered extensive product knowledge and become an expert at utilizing various software and tools required to properly market the insurance landscape.
Rachelle joins OneLife with 10 years of experience at Lawyers Financial, bringing invaluable insight and knowledge to better serve OneLife’s legal clientele and to provide them with an unmatched level of service.
As a leader in the client service department, Rachelle balances ongoing service requirements with generating new opportunities and improving internal processes for the OneLife team. Rachelle is passionate, organized, and will always go the extra mile to assist clients and coworkers alike.
Meghan Manion was born and raised in the GTA and moved to Eastern Ontario in 2006. Meghan has over 15 years of experience specializing in employee benefits and group retirement programs - nine of those years were spent working for national insurance carriers. Working with clients directly and helping others is Meghan’s passion. She enjoys tackling and solving problems for our corporate clients, and her main goal is to make their lives easier by taking ownership of any client concern. Her exceptional attention to detail is truly an asset, as she ensures nothing is missed while providing outstanding service for our clients and their employees. Outside of the office, Meghan’s two sons’ sports schedules dictate where she will be at any given time! She can also be found at the lake in the summer, and at the rink in the winter enjoying time with her family.
Bill specializes in retirement income and estate planning, helping clients organize, plan and make the most of retirement assets. His dedication to helping clients accumulate wealth, minimize taxes, and create effective estate plans has resulted in many great long-term relationships with happy clients. He is defined by his thorough and professional approach, taking time to educate, explain and carefully implement each plan. Raised on a farm in southern Ontario, Bill now works with Ottawa professionals and business owners who are approaching retirement or are recently retired.
Kerri’s focus has always been to build lasting relationships, while ensuring client experience is upheld to its highest standards. Having worked directly with clients’ one-on-one throughout her career in the automotive industry, she has the experience and knowledge that assists in providing a positive experience for all. She takes the time to listen to your needs & is always there to help.
Greg is a Chartered Accountant with 25+ years of personal and corporate tax experience. He brings a CA perspective to the advisory world, utilizing a long-term planning approach, and bringing unique insight for the OneLife team. His clients know Greg to be a hands-on, proactive advisor who will guide them through their tax planning and investment needs.
With over 15 years of experience in financial services, Jennifer brings immense knowledge working previously for one of Canada’s largest insurance providers. With a background in employee benefits, she assists the OneLife group division as a highly effective Client Relations Manager, providing benefits and pension clients with a first-class experience and by ensuring their needs are fully met, all the time.
Jenn is organized, ambitious, and is an asset to a fast-growing employee benefits and pension business.
Brad is driven by his passion to equip his advisors and his clients with a practical, real-world understanding of wealth management.
Since graduating Commerce accounting 1978, Brad has achieved the highest certifications available in financial planning, Insurance underwriting, tax and wealth management. This qualifies him as an expert adviser to his select group of successful clients.
Managing hundreds of staff and advisors in the Saskatoon and Ottawa Regional offices for years earned Brad stellar recognition. The OneLife adviser team has access to the best coaching in the business with Brad Powe on board.
Adam specializes in providing customized solutions to business owners through the management of their group benefits and retirement solutions. Before joining OneLife, Adam was a benefits consultant with a top Canadian insurance company for over 9 years where he worked with group clients of all sizes. During this time, he obtained his Certified Employee Benefits Specialist (CEBS) and Certified Health Insurance Specialist (CHS) from the International Foundation of Employee Benefit Plans. Adam decided to join the team at OneLife as he is passionate about helping both employers and employees achieve their unique goals. He is dedicated to providing a high level of service to his clients and is driven to provide the best solution possible, giving business owners peace of mind.
Daniel has a wealth of knowledge and experience in the financial field, specializing in tax-efficient retirement income planning, particularly in ensuring thorough estate planning to preserve your legacy. As part of his commitment to ongoing education, Daniel teaches Comprehensive Practices in Risk and Retirement Planning through Advocis and Algonquin College. His skill as a financial planner is rooted in integrity, purpose, excellent relationships and a consistent, disciplined process.
Amber is a very driven and motivated young woman who is passionate about finding ways to improve the quality of relationships, processes, and tasks in day-to-day life. She comes to us with several years of managerial experience in the retail industry where she developed a strong ability to resolve client concerns through creative problem solving. With an ambitious attitude and a cheerful outlook, her focus has always been to foster positive relationships within her team and with her clients.
Chris focuses on helping successful business owners and professionals make the most of their retirement. Chris gives clients peace of mind through a valid retirement plan that encompasses tax efficient income planning as well as wealth transfer strategies. His background in professional hockey fuels his charity work with the Ottawa Senators and NHL Alumni, while his passion and loyalty to his clients are easily seen in his clients’ financial results.
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