Every wealth professional has a process,
but ours is different.

Understanding How We Work

Building the Plan
Our integrated next-generation technology assists us in building a financial plan that helps manage all the important parts of your financial life, including tax minimization strategies, education savings, retirement cash flow, estate planning and navigating life's inevitable financial transitions.   

Selecting the Investments
Q Wealth’s selection of sophisticated investment solutions are often only available to pension or endowment funds. So, why does this matter? They typically pay much lower fees for their investments and have access to types of investments that individuals investing through banks and independent broker/dealers usually don't.   

Utilizing our Approach
Q Wealth's "buy vs. build" approach seeks the best possible mix of investment solutions combined with great value to help bring the best of what we do immediately back to you. 


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.


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.
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Our Five Step Process

Every wealth professional has a process, but ours is different. 
Getting to Know You
Current Needs & Future Goals
Protection & Growth Strategy
Wealth Program Launch
Ongoing Tracking and Management
Contact Us
By referral only.