Our Team

Your Local OneLife Team

For over 15 years, hundreds of families and individuals across Northern Ontario have trusted the professionals at OneLife Wealth Management Inc. with their investments, benefits, and business assets, to ensure their financial security.

Sylvain Coté - OneLife Wealth Management North Bay

Sylvain Coté

Financial Security Advisor, Elder Planning Counsellor

Sylvain is the founder of OneLife Wealth Management (North Bay), Inc. For over 20 years he has been helping his clients “make sure that they’re sure about what they’re doing with their money”. He prides himself on his ability to simplify the complexities of Tax and Estate Planning and he makes it his purpose to care more about his client’s money than they do. He specializes in tax-effective Investment, Retirement and Wealth Transfer solutions for retirees and Corporate business owners.

Outside the office, Sylvain is an active volunteer within the community and within local hockey where he has coached and still plays regularly. He and his wife enjoy spending time with their two kids – watching their lives quickly unfold.

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Shawn Flindall - OneLife Wealth Management North Bay

Shawn Flindall, B.A., CFP, EPC

Certified Financial Planner

For over 30 years, Shawn has worked with local and national businesses to help implement employee benefits and group retirement transformation projects. Shawn is a forward thinking “outside-the-box” activist for efficiently managed, cost effective solutions that help foster positive relationships between employer and employee. Shawn draws on his many years of experience to become a valued business partner in the areas of Employee Benefits and Pensions, Corporate Risk Management, Tax Minimization, Union Negotiation and Human Resources.

Outside the office, Shawn is involved in a variety of volunteer activities and enjoys travel and adventures in the great outdoors.

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Lisa Friel - OneLife Wealth Management North Bay

Lisa Friel, CFP, CLU

Certified Financial Planner

Lisa has been in the financial services industry since 1994 in a variety of roles.  She has been an active member and volunteer with Advocis – The Financial Advisors Association of Canada.  She has been a Financial Advisor with OneLife since 2007.  With her internationally recognized credentials, Lisa follows a process to help clients understand their financial needs and provides solutions in the areas of Retirement Planning, Tax-Efficient Retirement Income and easy transition of wealth to the next generation.  She believes that her dedication to her clients’ financial wellbeing is foundational to their success.

Outside the office, Lisa enjoys spending time with friends and family.  She enjoys yoga, meditation and is an avid reader.

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Zack Clarke - OneLife Wealth Management North Bay (Barrie, ON)

Zack Clarke

Financial Security Advisor

Zack’s passion is assisting professionals and business owners in maximizing their wealth through creative and individually tailored financial solutions. Zack keeps his finger on the pulse of the financial marketplace in order to bring value to his clients in the areas of Risk Management, Tax Efficient Retirement Planning and growing wealth during and after the working years. Zack’s background in competitive hockey speaks volumes to his work ethic and dedication to providing his clients with an unsurpassed level of service and financial advice. When it comes to success, Zack’s philosophy is simple: work hard and be honest.

Outside the office, Zack is still involved in the hockey community as a player and coach. Zack enjoys time spent in the outdoors and his time with family and friends at home in Barrie.

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Julie Costello - OneLife Wealth Management North Bay

Julie Costello

Operations Manager

Julie has been the Operations Manager since 2009. Not only does she ensure that the daily operations run smoothly at OneLife, but she also takes great pride in creating and maintaining a solid relationship with every one of our clients. With several years of bi-lingual customer service experience, and the biggest smile and heart in North Bay, Julie is a tremendous asset to our team.

Outside the office, Julie and her husband spend much of their time at the rink watching their son play hockey or their daughter play ringette. When not cheering them on, she is at the gym, playing volleyball or in the camper.

Email Julie