OUR TEAM

we act
in our clients’ best interest

Our team of planners and wealth advisors are knowledgeable industry leaders,
ensuring that our clients benefit from our best, collective ideas.
Chris Bockstael
President & Managing Partner
Marc Ouellet
Associate Portfolio Manager, Managing Partner, Quintessence Wealth
Vanessa Bill
Service Associate
Kaysi Blais
Executive Assistant
Nick Bockstael
Portfolio Manager, Quintessence Wealth
Marianne Butler
Client Relations Associate
George Donkor
Advisor
Todd Dundas
Advisor
Joan Farrell
Client Relations Associate
Jill Fratpietro
Director of Strategy & Client Success
Peter Harrison
Advisor
Bill Holmes
Advisor
Mark Humphreys
Associate Advisor
William (Bill) Melody
Advisor
Greg Pearce
Advisor
Jennifer Peterson
Client Relations Manager
Brad Powe
CFP and Business Coach
Adam Skube
Group Benefits Consultant
Daniel Sonkodi
Advisor
Amber Tomkiewicz
Client Relations Associate
Chris Valentine
Advisor
Spencer Byrnes
Advisor
Meghan Manion
Client Relations Manager
Jessica Bradley
Executive Assistant
Brian Crosby
Certified Financial Planner & Wealth Advisor
Jake Skube
Client Relations Manager
Chris Bockstael
President & Managing Partner
Chris Bockstael
CFP, TEP, MFA
President & Managing Partner

Chris is an Advisor and the President of OneLife.

Chris began his career in the financial planning industry in Ottawa, working with business families and understanding their complex needs. Since joining OneLife in 2016, he has specialized in the various areas that pertain to working with these families, focusing on the succession of family wealth and working with multiple generations to ensure that assets and values are transferred accordingly.

After graduating from the University of South Alabama with a business degree, Chris acquired designations that include Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP), and Chartered Investment Manager (CIM).

Chris is an avid golfer and supports several local charitable organizations, notably sitting on the Board of the Perley and volunteering for key events for the Ottawa Heart Institute Foundation and CHEO.

Marc Ouellet
Associate Portfolio Manager, Managing Partner, Quintessence Wealth
Marc Ouellet
CIM, CFP, EPC, MFA
Associate Portfolio Manager, Managing Partner, Quintessence Wealth

Marc is a registered Associate Portfolio Manager with Quintessence Wealth and Managing Partner of OneLife. With over 25 years in the industry and various designations, Marc uses his knowledge and experience to focus on helping retirees and business owners create tax efficient financial plans to improve their overall situation.

Marc has a business degree from the University of Ottawa and holds the CFP, MFA and CIM designations.

Marc grew up in Northern Ontario and lives in Ottawa with his wife Andrea and two boys. He is an avid coach & volunteer in their minor hockey association and enjoys playing hockey, motorcycling and various outdoor activities.

Vanessa Bill
Service Associate
Vanessa Bill
Service Associate

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.

Kaysi Blais
Executive Assistant
Kaysi Blais
Executive Assistant

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 Bockstael
Portfolio Manager, Quintessence Wealth
Nick Bockstael
CFA, CIM®
Portfolio Manager, Quintessence Wealth

Nick is a registered Portfolio Manager with Quintessence Wealth.

Born and raised in Ottawa, Nick began his career in finance, concentrating on collecting market intelligence, analyzing data, and constructing portfolios. 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 investment.

Nick earned a diploma from Algonquin College in Business Administration – Finance in 2016 and acquired his CIM designation in 2020. Nick earned his CFA charter in 2022, which is considered the highest set of credentials in the global investment management industry.

Outside of the office Nick enjoys staying active, practices martial arts and is an avid reader. Nick also volunteers as treasurer for a local Royal Canadian Army Cadet Corps, assisting with training and fundraising activities.

Jessica Bradley
Executive Assistant
Jessica Bradley
Executive Assistant

Jessica joins the OneLife team after more than adecade in Administration and Client Relations. She has a passion for CustomerService and her incredible positivity shines through in everything she does.Jessica’s high level of organization, extensive experience and consistentoptimismbrings significant value to her clients and co-workers.

Marianne Butler
Client Relations Associate
Marianne Butler
Client Relations Associate

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.

Spencer Byrnes
Advisor
Spencer Byrnes
Advisor

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.

Brian Crosby
Certified Financial Planner & Wealth Advisor
Brian Crosby
BA Econ. CFP, CLU, CEBS
Certified Financial Planner & Wealth Advisor

Brian holds the CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and CEBS (Certified Employee Benefit Specialist) designations and completed a Bachelor of Arts in Economics at Carleton University in Ottawa in 2014. With over 40 years of experience managing small and medium sized businesses, Brian has an acute understanding of the challenges you face in individual, family and business planning.

Brian focuses intently on providing information in a concise and plain language format to allow you to make informed decisions.

Outside of the office Brian enjoys golf, hockey, and spending time with his grandchildren.

George Donkor
Advisor
George Donkor
BA, ECON, CFP, EPC, CLU, MFA
Advisor

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 of their success.

From Ottawa, George obtained a degree in economics from Carleton University in 1998 and a diploma in finance from Algonquin college in 2000. George also has his CFP, which he obtained in 2002.

Outside of the office, George volunteers coaching football, and enjoys spending time with his family.

Todd Dundas
Advisor
Todd Dundas
BA, CFP, EPC, MFA
Advisor

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.

With over 20 years of experience, 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 enjoys making a difference.

He is a graduate of the University of Windsor, holds a Certified Financial Planner (CFP) designation, and Master Financial Advisor designation.

Away from the office he enjoys coaching and watching his three children succeed in high level hockey.

Joan Farrell
Client Relations Associate
Joan Farrell
Client Relations Associate

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 Fratpietro
Director of Strategy & Client Success
Jill Fratpietro
Director of Strategy & Client Success

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 Harrison
Advisor
Peter Harrison
Advisor

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 Holmes
Advisor
Bill Holmes
BA, MFA
Advisor

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.

Mark Humphreys
Associate Advisor
Mark Humphreys
Associate Advisor

As a licensed professional, he plays the role of Associate Advisor, 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.

Meghan Manion
Client Relations Manager
Meghan Manion
Client Relations Manager

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.

William (Bill) Melody
Advisor
William (Bill) Melody
BA, MFA
Advisor

William is a Senior Advisor with OneLife who works with families, business owners and professionals. With over 22 years experience in finance, William takes time to listen and understand the needs of each client. He specializes in retirement income and estate planning, helping people organize, plan, and make the most of their assets.

William is a graduate of Toronto Metropolitan University and holds the Master Financial Advisor (MFA) designation and Real Wealth Manager (RWM) designation.

Raised on a farm in southern Ontario, Bill now lives in Ottawa with his wife and two daughters. When not in the office William can be found enjoying the outdoors hiking, paddleboarding, and being active with his family.

Greg Pearce
Advisor
Greg Pearce
Advisor

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.

Jennifer Peterson
Client Relations Manager
Jennifer Peterson
Client Relations Manager

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 Powe
CFP and Business Coach
Brad Powe
B.COMM, CFP, CLU, CHFC, DFP
CFP and Business Coach

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 Skube
Group Benefits Consultant
Adam Skube
Group Benefits Consultant

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.

Jake Skube
Client Relations Manager
Jake Skube
Client Relations Manager

Jake Skube grew up in Thunder Bay and moved to Ottawa in 2017.  As part of our group benefits team, he provides invaluable perspective on how our team can be operating in the insurance world to best serve our clients. Jake brings his previous experience in HR at a large Canadian Tech company, and additional years of experience in Disability Management to lend to his unique perspective as he focuses on providing the best possible solutions and care to our clients.

Jake’s main goal is simple:  To help make our clients’ lives easier by taking care of their benefit needs.

Outside of the office, you can find Jake spending time with his wife, getting outdoors hiking and golfing, and spending time at the family cottage.

Daniel Sonkodi
Advisor
Daniel Sonkodi
BA, CFP, EPC, MFA
Advisor

Daniel is a Certified Financial Planner and Master Financial Advisor at OneLife who works with families and business owners in areas of wealth, tax, insurance and estate planning, using a unique Discovery Process which helps reveal what is truly important in life to his clients.

Daniel is a graduate of Carleton University and first began working in the industry in1999. He has since earned many industry certifications and holds Certified Financial Planner (CFP) and Master Financial Advisor (MFA) designations.

For 14 years, he taught courses for the CFP program at Algonquin College and was also a contributor and instructor for the Knowledge Bureau, the leading provider of tax and wealth management courses in Canada.

Daniel lives in Barrhaven with his wife Andrea and their three boys, Christian, Alex and Jack. In his spare time, he enjoys hiking, skiing and auto racing and is a prominent musician in the nation’s capital.

Amber Tomkiewicz
Client Relations Associate
Amber Tomkiewicz
Client Relations Associate

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 Valentine
Advisor
Chris Valentine
DFA, MFA, DFA-P, RWM
Advisor

Chris is dedicated to helping business owners and individuals achieve financial peace of mind by specializing in retirement income planning, tax planning, and estate transfer strategies. With 17 years of experience in the financial industry, he has empowered many clients to secure their financial futures, ensuring a comfortable retirement, optimized tax strategies, and a smooth, prosperous transition of assets to their loved ones.

Chris has a Business Studies Certificate from Algonquin College and has obtained his MFA, DFA, DFA-P and RWM™ designations.

Chris’ background in professional hockey fuels his charity work with the Ottawa Senators and the NHL Alumni associations.

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