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
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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It's one of the most common questions we hear, and the honest answer is: it depends on your tax rate today versus the rate you expect in retirement.
A higher income today often favours the RRSP deduction. A lower income — or a need for flexibility — often favours the TFSA. And for many of our clients, the answer is thoughtfully using both.
Contribution room, withdrawal rules, and government benefits all factor in. If you're not sure you're getting this right, we'd be happy to walk through it with you — connect with Trevor: https://advisor.sunlife.ca/trevor.schentag/connect/
#TFSA #RRSP #FinancialPlanning #WealthManagement #Ottawa
It's one of the most common questions we hear, and the honest answer is: it depends on your tax rate today versus the rate you expect in retirement.
A higher income today often favours the RRSP deduction. A lower income — or a need for flexibility — often favours the TFSA. And for many of our clients, the answer is thoughtfully using both.
Contribution room, withdrawal rules, and government benefits all factor in. If you're not sure you're getting this right, we'd be happy to walk through it with you — connect with Trevor: https://advisor.sunlife.ca/trevor.schentag/connect/
#TFSA #RRSP #FinancialPlanning #WealthManagement #Ottawa
• Topping up your RRSP while you're in a higher bracket
• Realizing capital losses to offset gains
• Charitable giving — including gifts of securities
• Reviewing your TFSA contribution room
• Splitting income with a spouse where it makes sense
The right moves depend on your situation, and some deadlines arrive sooner than you'd expect. If you'd like a second set of eyes before year-end: https://advisor.sunlife.ca/trevor.schentag/connect/
#FinancialPlanning #TaxPlanning #WealthManagement #Ottawa #SunLife
• Topping up your RRSP while you're in a higher bracket
• Realizing capital losses to offset gains
• Charitable giving — including gifts of securities
• Reviewing your TFSA contribution room
• Splitting income with a spouse where it makes sense
The right moves depend on your situation, and some deadlines arrive sooner than you'd expect. If you'd like a second set of eyes before year-end: https://advisor.sunlife.ca/trevor.schentag/connect/
#FinancialPlanning #TaxPlanning #WealthManagement #Ottawa #SunLife
Maybe that means retiring on your terms, travelling more, spending time with family, growing your business or creating something to pass on to the next generation.
Those goals look different for everyone. Once we understand the life you’re planning for, we can help build a strategy around it.
Connect with Trevor to start planning for what’s next: https://advisor.sunlife.ca/trevor.schentag/connect/
Maybe that means retiring on your terms, travelling more, spending time with family, growing your business or creating something to pass on to the next generation.
Those goals look different for everyone. Once we understand the life you’re planning for, we can help build a strategy around it.
Connect with Trevor to start planning for what’s next: https://advisor.sunlife.ca/trevor.schentag/connect/