Trevor Schentag
Job Title: Investment Advisor, Sun Life Canada Securities Inc., CFP®, RRC®, CIWM
Languages spoken: English
Area served: Ontario
Planning that fits your life
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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Business owners general
High net worth and affluent
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, our team 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, we deliver 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.
Accounts and Products
Business owners
Health insurance products
Life insurance products
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Scattered investments, an undefined income strategy, insurance that no longer fits, missed tax efficiencies, an incomplete estate plan. These are the blind spots that come up most often, and they're easy to miss precisely because everything else looks fine.
If it's been a while since you've looked at the full picture, it might be time to revisit your plan.
Book a call: https://advisor.sunlife.ca/trevor.schentag/connect/
Scattered investments, an undefined income strategy, insurance that no longer fits, missed tax efficiencies, an incomplete estate plan. These are the blind spots that come up most often, and they're easy to miss precisely because everything else looks fine.
If it's been a while since you've looked at the full picture, it might be time to revisit your plan.
Book a call: https://advisor.sunlife.ca/trevor.schentag/connect/
That continuity matters more than most people realize. Good advice isn't just about the numbers. It's about having someone in your corner who understands the full picture every time you connect.
If your current experience feels more like a transaction than a relationship, we'd love to show you the difference.
Let's connect: https://advisor.sunlife.ca/trevor.schentag/connect/
That continuity matters more than most people realize. Good advice isn't just about the numbers. It's about having someone in your corner who understands the full picture every time you connect.
If your current experience feels more like a transaction than a relationship, we'd love to show you the difference.
Let's connect: https://advisor.sunlife.ca/trevor.schentag/connect/
What a biannual review covers: investment performance, life and business changes, tax updates, and a check-in on your goals. Not a quick call. A real look at where things stand and where they're headed.
Because a plan that isn't revisited regularly is just a snapshot of where you used to be.
If you're a business owner who hasn't reviewed your plan recently, it might be time: https://advisor.sunlife.ca/trevor.schentag/connect/
What a biannual review covers: investment performance, life and business changes, tax updates, and a check-in on your goals. Not a quick call. A real look at where things stand and where they're headed.
Because a plan that isn't revisited regularly is just a snapshot of where you used to be.
If you're a business owner who hasn't reviewed your plan recently, it might be time: https://advisor.sunlife.ca/trevor.schentag/connect/