Trevor Schentag
Job title: Financial Planner, Sun Life, CFP®, RRC®, CIWM
Languages spoken: English
Area(s) served: Ontario
Planning that fits your life
Welcome to Schentag Capital Financial Solutions Inc. Conveniently nested in the vibrant community of Westboro, our welcoming office serves as a hub for crafting personalized financial strategies. Whether you prefer face-to-face consultations in our office, the convenience of virtual meetings, or the ease of a phone call, we adapt to your preferences. Our dedicated team of five professionals, led by Trevor Schentag who is a CERTIFIED FINANCIAL PLANNER®, is committed to treating your capital with the same care and commitment as if it were our own. Together, we embark on a journey to secure your financial future, tailoring comprehensive plans as unique as you are.
Who we service
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High net worth and affluent
Business owners general
Incorporated professionals
We are a specialized firm that works with:
Business owners and incorporated professionals
For business owners and incorporated professionals seeking a comprehensive financial partner, Schentag Capital offers a suite of services tailored to enhance both personal and business financial well-being. Our expertise includes tax-efficient investment strategies to help optimize your financial position. We have insurance strategies tailored for business owners, including protecting key employees, group benefits and pension plans. As a one-stop-shop, our dedicated network of accountants, lawyers and bookkeepers collaborates seamlessly with our financial planning team. This integrated approach allows us to streamline your business planning needs, providing a holistic strategy that aligns with your goals and maximizes your business’ financial potential.
Individuals with a minimum investment of $500,000
For individuals and families, Schentag Capital delivers tailored financial services to amplify wealth and secure a prosperous future. Our focus on tax-efficient investment strategies helps your capital grows optimally, considering both short-term goals and long-term legacies. We have a full suite of insurance products to protect you and your family’s financial wellbeing. We are here to help protect the wealth that you have built, and offer you the personalized service and attention that you deserve.
Our process
Embark on a financial journey with us, starting with a comprehensive plan crafted uniquely for you. We delve into your current situation, stressors, and goals through an in-depth data gathering process. This meticulous understanding forms the foundation of a plan designed to provide comfort about your financial future.
- Step One: Data gathering Gain clarity on your financial landscape, stress points, and aspirations.
- Step Two: Presentation of projections and recommendations We communicate your current projections and recommendations in plain language, ensuring clarity and enabling you to implement the plan effectively.
- Step Three: Decide if we are a fit to work together At this point you can decide if we are the right firm to meet your complex financial needs, and we can decide if our expertise are ideal for your situation.
- Step Four: Implementation and adjustment Make necessary tweaks to the plan, open accounts, and ensure alignment with your evolving needs.
- Step Five: Biannual updates Engage in regular meetings to update your plan and review investment performance, maintaining a dynamic approach to your financial well-being.
Products and services
Business owners
Health insurance products
Life insurance products
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In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale
Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.
Reach out to discuss ways your business can give back this holiday season.
Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️
A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.
Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.
Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️
A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.
Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
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