Cheers to new beginnings! Wishing you a joyful and prosperous 2025. Here’s to achieving your goals and making every moment count! 🥂✨ #HappyNewYear #OneLifeWealth #CareKnowledgeTrust
OneLife
Financial Services
Ottawa, Ontario 165 followers
OneLife is an Ottawa family wealth firm.
About us
OneLife is solutions oriented in every respect. Through diverse areas of specialization, our professionals utilize their knowledge and experience in wealth accumulation, tax minimization and wealth transfer strategies to provide effective solutions to the issues uncovered throughout the planning process. The OneLife team specializes in tax-effective solutions for business owners, professionals and retirees, particularly in investment, retirement income and wealth transfer planning. For our disclosure information, please visit: https://onelifewealth.com/
- Website
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https://onelifewealth.com
External link for OneLife
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Ottawa, Ontario
- Type
- Privately Held
Locations
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Primary
310 Hunt Club Road
Suite 301
Ottawa, Ontario K1V 1C1, CA
Employees at OneLife
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Daniel Sonkodi CFP MFA
Certified Financial Planner/ Master Financial Advisor at ONELIFE Wealth Management Inc.
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Chris Valentine
Master Financial Advisor at ONELIFE Wealth Management Inc
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Mark Humphreys
New Business Associate at OneLife Wealth Management Inc.
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Joan Farrell
Client Relations Associate at ONELIFE Wealth Management Inc.
Updates
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Happy Holidays from all of us at OneLife! ✨🎁 May your season be filled with joy, love, and cherished moments with those who matter most. Here’s to a wonderful holiday season and a bright year ahead! #HappyHolidays #OneLife #CareKnowledgeTrust
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🎄Thank you for uplifting our community this holiday season! OneLife was proud to support the At Work Santa Program and collect toys for Toy Mountain, helping over 7,500 families in Ottawa experience the joy of the holidays. Your generosity shows the power of giving back. Together, we made a difference! ❤️ Learn more about Toy Mountain: https://lnkd.in/dPjbJx7 #Community #GivingBack #ToyMountain #CareKnowledgeTrust
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Only 1 week left to donate to our At Work Santa Program! 🎁 Help us make the holidays brighter for over 7,500 underprivileged families in Ottawa. We're collecting new, unwrapped toys and cash donations for Toy Mountain, a Salvation Army initiative that spreads joy to those in need each year. Learn more about Toy Mountain’s mission: https://lnkd.in/dPjbJx7 Let’s come together to spread holiday cheer! For any questions, reach out to our team: https://bit.ly/3VrVz3B #GiveBack #ToyMountain #HolidayGiving #CareKnowledgeTrust
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The gift piles keep growing thanks to our incredible community! Join us in bringing holiday joy to families in the community through our At Work Santa Program. 🎁 We are collecting new, unwrapped toys and cash donations at our office for Toy Mountain—a Salvation Army initiative that brightens the holidays for over 7,500 underprivileged families in Ottawa each year. Learn more about Toy Mountain’s mission: https://lnkd.in/dPjbJx7 #GiveBack #ToyMountain #HolidayGiving #CareKnowledgeTrust
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Black Friday and Cyber Monday are just a few days away! Check out these smart spending tips for Canadians 🇨🇦 1. Check Canadian (.ca) and U.S. (.com) sites for deals, but factor in exchange rates and shipping costs to ensure the best deal. 2. If you are planning a purchase from a US retailer, understand the potential duty and import fees, as they can increase your total cost. Be sure to research applicable charges on the Canada Border Services Agency's website to avoid any surprises. 3. Review Canadian retailers' price-matching policies to save more by matching competitors' lower prices. 4. Sign up for newsletters and keep an eye out for exclusive deals for Canadian shoppers. 5. Use cash-back or points cards strategically to get extra savings or perks. Got a great tip? Share it with us below! #BlackFriday #CyberMonday #SmartShopping #CareKnowledgeTrust
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This week, members of the OneLife team visited a local radio station's studio to support the sale of 2025 Firefighter Calendars, benefitting the Ottawa Hospital's NICU and the Ottawa First Responders Foundation. We are incredibly grateful for the work these heroes do for our community and the sacrifices they make to keep us safe everyday.🧡 #CommunitySupport #LocalHeroes #Gratitude #CareKnowledgeTrust
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November is Financial Literacy Month in Canada, a perfect time to reflect on your financial knowledge and identify areas for improvement.💡 Effectively managing your finances can feel complex, but it's never too late (or early) to learn more. In this blog, we’ll cover the basics of financial literacy and share helpful resources—keeping it light along the way! Read more: https://bit.ly/3UCyCu2 #FinancialLiteracyMonth #FinancialLiteracy #FinancialKnowledge #OneLife #CareKnowledgeTrust
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Kindness is free, but its impact is priceless. 🧡 Today and every day, let's make it our mission to lift each other up. #WorldKindnessDay #SpreadKindness #CareKnowledgeTrust
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On this Remembrance Day, let us reflect on their courage and express our deepest gratitude. Lest we forget. 🌺 #RemembranceDay