ONELIFE WEALTH MANAGEMENT - Key Persons
Job Titles:
- 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.
Job Titles:
- Advisor
- Financial Advisor
- Master
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.
Job Titles:
- Advisor
- Financial Security Advisor
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.
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.
Job Titles:
- Advisor
- Chartered Accountant
- Financial Advisor
- Master
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.
Job Titles:
- 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.
Job Titles:
- 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.
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.
Job Titles:
- Client Relations Associate
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.
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.
Job Titles:
- 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.
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.
Job Titles:
- Associate Portfolio Manager, Quintessence Wealth
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.
Job Titles:
- Client Relations Associate
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.
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.
anessa 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.
Job Titles:
- Advisor
- Financial Advisor
- Master
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.