WhAT WE DO

we make sure you protect
what you’ve worked your life to build.

Private Wealth Management

When planning for your future wealth, wellness, and well-being, you need to know that your advisory team has your personal objectives top of mind.

At OneLife we have helped established Canadian families develop a unique plan for their financial future. Our mission is to help you achieve the highest possible standard of living for you and your loved ones, while still keeping you locked within your investment comfort zone. Through our team of highly-skilled financial professionals, we deliver an advanced wealth management program available to Canadian families. Through continuous dialogue, we will work with your family to continually refine and optimize your program, providing you with the confidence and peace of mind that comes from knowing you’re on track to meeting your goals. We will do this with the utmost integrity and professionalism and always in your best interest.  

As part of Q Wealth Partners – a portfolio management firm – we have access to their team of Portfolio Managers who act as fiduciaries, with a duty to act in the clients’ best interests. Q Wealth has the ability to offer a wide range of investment options that their Portfolio Managers are able to employ using sophisticated techniques to manage market volatility and respond to changes as required with exceptional agility.

INSURANCE & ESTATE PLANNING

Most people recognize that having a formally drafted will is the bedrock for any estate plan, but most individuals do not recognize the need for more thoughtful planning as their affairs become more and more complex.

If you are an individual with children, grandchildren, philanthropic ambitions, or personal assets (investments, businesses, vacation properties), you need a comprehensive estate plan to make sure your wealth is allocated according to your wishes. The purpose of an estate plan is to decrease the potential costs and delays involved in settling your estate.

At OneLife Wealth Management we understand that building and protecting wealth is of the upmost importance. Our team is here to help you build a retirement income plan that reaches your goals and safeguard your estate for your children, grandchildren, and the personal causes you have spent a lifetime supporting . Families in the greater Ottawa area have come to depend on OneLife Wealth Management for our trust and estate services, and to help their families in the preservation and transfer of assets.

The team at OneLife Wealth Management will work with your family to put the right plan and structures in place to meet your goals now, and to provide your family continuity in the future.

GROUP BENEFITS & RETIREMENT

OneLife’s Group & Retirement Program team members are benefits experts, with a passion for protecting and advocating for our clients. We pride ourselves on always working with authenticity and integrity.

OneLife’s approach is to work together with you to create your own custom benefits solution that is cost-effective, forward thinking, and sustainable. Our goal is to work with you to elevate your business.

How do we do this? By listening to you. Our comprehensive review will start with us gaining a full understanding of what you, your company, and your employees need and want in a benefits program. Whether you place importance on a flexible benefits program, digital solutions, drug plan navigation and risk reduction, or access to OneLife’s proprietary programs that reduce expenses for you and your employees: we will truly listen and incorporate key elements that are important to you.

The benefits industry is and constantly evolving. Our team is committed to providing unparalleled service and management of your program and staying on top of industry trends in order to provide you with clarity and the best solutions suited for you and your employees.
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.

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.

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.

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.

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