Onelife Wealth Management

At OneLife Wealth Management Inc., our mission is to provide expert guidance and support to our clients as they navigate the complexities of their financial lives. With over 15 years of experience, our team has helped countless individuals and families in Northern Ontario achieve their financial goals and secure their financial futures.

Our Story

Our team, led by founder and financial security advisor Sylvain Cote, has a deep understanding of the importance of effective financial planning. Sylvain, a certified financial planner and elder planning counselor, has spent over 20 years helping his clients make informed decisions about their financial futures. He is joined by a team of experienced professionals, including Shawn Flindall, B.A., CFP, EPC, and Lisa Friel, CFP, CLU, who bring their own unique expertise and passion for helping others.

Our Services

At OneLife Wealth Management Inc., we offer a wide range of services designed to help our clients achieve their financial goals. Our services include:

Corporate Planning

As a business owner, you face unique financial challenges. At OneLife Wealth Management Inc., we understand the importance of effective financial planning for your business. We can help you develop a comprehensive plan to ensure the financial security of your company, including:

• Corporate retirement planning
• Employee benefits and group retirement transformation projects
• Risk management and tax minimization strategies

Personal Planning

When it comes to your personal finances, we understand that every individual has unique goals and aspirations. Our team of certified financial planners will work with you to develop a personalized plan that addresses your unique needs and objectives, including:

• Retirement planning
• Investment planning
• Insurance and risk management

Benefits and Pensions

As a trusted advisor, our team will help you navigate the complexities of employee benefits and pensions, ensuring that you and your employees are protected and secure.

Our Team

Our team is dedicated to providing exceptional service and support to our clients. Meet our team members:

• Sylvain Cote, Financial Security Advisor and Founder of OneLife Wealth Management Inc.
• Shawn Flindall, B.A., CFP, EPC
• Lisa Friel, CFP, CLU
• Julie Costello, Operations Manager

Get in Touch

At OneLife Wealth Management Inc., we are committed to providing exceptional service and support to our clients. Contact us today to learn more about our services and how we can help you achieve your financial goals.