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 Skube grew up in Thunder Bay, and now calls Ottawa home.  Before joining OneLife, Adam gained years of invaluable experience at a top national insurance provider as an Account Executive working with corporate group clients of all sizes.  Now, with over 13 years of experience, Adam specializes in employee benefits and group retirement programs.  He recognizes the immense value of time and is driven to use his expertise to provide trusted advice and customized solutions to drive our corporate clients’ success.  

Adam truly cares about each and every client.  He has a unique ability to simplify the communication of our clients’ programs so that benefit and group retirement programs are easily understood, and works hard to provide a fulfilling and simplistic client experience.

Family is everything to Adam.  If he’s not at work, Adam is spending time with family in some way – whether it’s skiing, golfing, camping, or especially making memories at the family cottage.

Jill Fratpietro
Group Benefits Consultant
Jill Fratpietro
Group Benefits Consultant

Jill was born and raised in Thunder Bay and moved to Ottawa in 2001.  Jill joined the group benefits team 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, working with corporate clients of all sizes.

Jill has a relentless passion for advocating for each client.  You will find Jill using her 23+ years of experience to create and execute strategies to ensure that our clients are successful in getting their desired outcome as it relates to their corporate benefit programs.  

Outside of the office, Jill has a very wide range of interests.  She is a strong advocate for women’s rights and gender equality and has done public speaking events on this topic for the past number of years.  Jill is also a published author, plays the cello, bakes anything and everything…but wherever she is, you will find Jill spending time with her husband, her three kids, and her Newfoundland dog, Lloyd.

Jennifer Irvine
Client Relations Manager
Jennifer Irvine
Client Relations Manager

Jennifer Irvine grew up in Smiths Falls, Ontario.  Jenn has over 16 years of experience in financial services, many of which were at one of Canada’s largest insurance providers.  As part of our group benefits team, you will find Jenn working diligently to ensure our corporate clients’ needs are met as she works with our team and our providers on client quotations, renewal reports, benefit plan reviews, and everything in between!  

When Jenn isn’t busy multitasking at the office, she may be found out at the golf course or spending time with her family.

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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