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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For most clients, the answer isn't a dollar amount.
It's spending summers at the cottage. Travelling more often. Helping your children buy their first home. Retiring when the time feels right, rather than when you have to.
For others, financial freedom is the peace of mind of not worrying every time the markets fluctuate.
That's why financial planning starts with understanding what matters most to you so a strategy can be built tailored to your vision.
If you'd like to talk about what financial freedom looks like for you, reach out to our team to set up a conversation.
For most clients, the answer isn't a dollar amount.
It's spending summers at the cottage. Travelling more often. Helping your children buy their first home. Retiring when the time feels right, rather than when you have to.
For others, financial freedom is the peace of mind of not worrying every time the markets fluctuate.
That's why financial planning starts with understanding what matters most to you so a strategy can be built tailored to your vision.
If you'd like to talk about what financial freedom looks like for you, reach out to our team to set up a conversation.
It’s a question we hear fairly often. For some clients, strategies that were once working well can start to look a little different as life changes.
Insurance may have been put in place for a specific reason that no longer applies, investments can end up spread across different institutions, and certain positions can grow larger than originally intended simply by being left alone.
These changes are usually gradual and easy to miss in the day-to-day. But over time, they add up, and the overall plan can drift from how it was originally set up.
Revisiting a financial plan is an important step we take with our clients to make sure everything still reflects where they are today and how they want things to look going forward.
It’s a question we hear fairly often. For some clients, strategies that were once working well can start to look a little different as life changes.
Insurance may have been put in place for a specific reason that no longer applies, investments can end up spread across different institutions, and certain positions can grow larger than originally intended simply by being left alone.
These changes are usually gradual and easy to miss in the day-to-day. But over time, they add up, and the overall plan can drift from how it was originally set up.
Revisiting a financial plan is an important step we take with our clients to make sure everything still reflects where they are today and how they want things to look going forward.
Many people have been taught to think about retirement in terms of savings goals rather than income. The truth is, retirement isn't about how much money you have, it's about what that money can do for you.
One of the most rewarding conversations we have with clients is helping them realize they may be closer to retirement than they think. Often, they've spent years focused on accumulating assets without calculating what those assets could generate in retirement income.
When we shift the conversation from portfolio value to monthly income, the picture can look very different.
That's where strategies like our Paycheque Portfolio can help. It's designed to generate consistent monthly income, helping clients turn their savings into a retirement paycheque.
If you're curious about what your investments could mean for your retirement income, we'd be happy to help you explore the possibilities.
Many people have been taught to think about retirement in terms of savings goals rather than income. The truth is, retirement isn't about how much money you have, it's about what that money can do for you.
One of the most rewarding conversations we have with clients is helping them realize they may be closer to retirement than they think. Often, they've spent years focused on accumulating assets without calculating what those assets could generate in retirement income.
When we shift the conversation from portfolio value to monthly income, the picture can look very different.
That's where strategies like our Paycheque Portfolio can help. It's designed to generate consistent monthly income, helping clients turn their savings into a retirement paycheque.
If you're curious about what your investments could mean for your retirement income, we'd be happy to help you explore the possibilities.