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
Learn more
Business owners
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
Know Your Advisor - CIRO Advisor Report
Stay informed
See more articles
Having accounts in multiple places isn’t necessarily a problem, but it's important to make sure you have a clear understanding of how everything fits together.
Are you taking on more risk than you realize? Are there opportunities to improve diversification or reduce unnecessary fees? A coordinated approach can bring greater clarity to your wealth and make decisions easier with the full picture in mind.
If you’re not sure how your investments fit together, we’d be happy to help you take a closer look. Reach out to our team to start a conversation.
Having accounts in multiple places isn’t necessarily a problem, but it's important to make sure you have a clear understanding of how everything fits together.
Are you taking on more risk than you realize? Are there opportunities to improve diversification or reduce unnecessary fees? A coordinated approach can bring greater clarity to your wealth and make decisions easier with the full picture in mind.
If you’re not sure how your investments fit together, we’d be happy to help you take a closer look. Reach out to our team to start a conversation.
It means having clarity around where you are today, what you’re working toward, and how your strategy supports both. Most importantly, it’s being able to make important decisions without second-guessing.
Our team builds confidence for our clients through thoughtful planning, strategic portfolio management, and a relationship-driven approach.
When you have confidence in your financial strategy, you have greater freedom to focus on what comes next.
It means having clarity around where you are today, what you’re working toward, and how your strategy supports both. Most importantly, it’s being able to make important decisions without second-guessing.
Our team builds confidence for our clients through thoughtful planning, strategic portfolio management, and a relationship-driven approach.
When you have confidence in your financial strategy, you have greater freedom to focus on what comes next.
As our practice has grown, so has the work we do with our clients. We’re focused on helping high-net-worth individuals and families oversee and grow their wealth through thoughtfully designed investment portfolios and wealth planning.
This next chapter also brings expanded capabilities through our new securities platform, giving us greater flexibility in how we build and oversee portfolios, including access to stocks, bonds, GICs and ETFs, as well as the ability to transfer existing holdings in-kind.
Our approach remains the same: taking the time to understand your goals and creating an investment strategy around the life you’re building.
We’re excited for this next chapter and grateful to the clients who have trusted us along the way.