Private Wealth Management

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OneLife Wealth Management has gained the reputation as one of Ottawa’s leading wealth management firms. 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 the most-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 – a portfolio management firm – our clients assets are managed according to the highest fiduciary standard in the investment industry. There is no investment vehicle we cannot access, and we’re able to employ the most sophisticated techniques to manage market volatility and respond to changes as required with exceptional agility.

Quintessence Wealth (Q Wealth) is a partnership that is registered as a portfolio manager, exempt market dealer and investment fund manager. The portfolio manager registration allows Q Wealth to provide investment advice to its clients. The exempt market dealer registration allows Q Wealth to engage in trading activity. These services are provided by Q Wealth through registered advising representatives and dealing representatives, respectively.

Q Wealth is a partnership that is owned by its partners, including SBW Wealth Management. As a client of Q Wealth, you may receive services from both Q Wealth and SBW Wealth Management. Note that individuals from SBW Wealth Management will only provide investment advice and trading advice if they are registered as advising representatives and dealing representatives of Q Wealth, and in providing such services, they will be doing so on behalf of Q Wealth only. SBW Wealth Management may however provide wealth management services such as financial planning, estate and retirement planning, insurance, group benefits and others.

Q Wealth Partners is a registered trade name of Quintessence Wealth, a registered Portfolio Manager in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, and Saskatchewan, an Investment Fund Manager in Newfoundland and Labrador, Ontario, and Quebec, and an Exempt Market Dealer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence Wealth. Please visit www.qwealth.com for more information.