Income & Estate Planning

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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 business 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 industry-leading 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.

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.