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.

April 2020 Monthly Update

May 4, 2020

March 2020 Update

April 1, 2020

Follow the below link for March 2020 monthly update! March 2020

February 2020 Update

March 2, 2020

January 2020 Update

February 3, 2020

2020 Essential Tax Numbers

February 3, 2020

Follow the link for 2020 Essential Tax Numbers

Key Dates in 2020

February 3, 2020

December 2019 Update

January 3, 2020

November 2019 Update

December 2, 2019

Keeping the peace with your heirs

November 20, 2019

Follow the Link for an article from our partners at CI Investments on keeping peace with your estate heirs.

October 2019 Update

November 5, 2019