Schentag Wealth
Job Title: Investment Advisor, Sun Life Canada Securities Inc.
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
Know Your Advisor - CIRO Advisor Report
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We’ve put together a short Retirement Readiness guide to help you think through some of the key areas we review with clients, including income planning, tax considerations, and common gaps that can be easy to miss.
If you’d like a copy, register below and we’ll send it to you. https://forms.cloud.microsoft/r/NpCSftLFLc
We’ve put together a short Retirement Readiness guide to help you think through some of the key areas we review with clients, including income planning, tax considerations, and common gaps that can be easy to miss.
If you’d like a copy, register below and we’ll send it to you. https://forms.cloud.microsoft/r/NpCSftLFLc
Kevin Fox works closely with clients to help support their long-term financial goals and the day-to-day decisions that keep their plans moving forward.
As an Associate Advisor, Kevin plays an important role in portfolio reviews, investment management, and ongoing client service. He works with many of our established client families, helping coordinate the details behind their plans and supporting them through important financial decisions. He believes that strong relationships are built through clear communication and taking the time to understand what matters most to each client.
Outside of the office, Kevin enjoys playing music and hockey. While he has called different parts of Canada home over the years, he was raised in and continues to live in the Ottawa area.
Kevin Fox works closely with clients to help support their long-term financial goals and the day-to-day decisions that keep their plans moving forward.
As an Associate Advisor, Kevin plays an important role in portfolio reviews, investment management, and ongoing client service. He works with many of our established client families, helping coordinate the details behind their plans and supporting them through important financial decisions. He believes that strong relationships are built through clear communication and taking the time to understand what matters most to each client.
Outside of the office, Kevin enjoys playing music and hockey. While he has called different parts of Canada home over the years, he was raised in and continues to live in the Ottawa area.
Situations change and priorities shift, so strategies that once made sense may need to be revisited.
It might be time to take another look if:
• You're approaching a major transition like selling your business or retiring
• Your investments are spread across multiple accounts or institutions
• Your goals for the future look different than they did a few years ago
If you’re unsure whether your current strategy still reflects where you are today, we’d be happy to start the conversation.
Situations change and priorities shift, so strategies that once made sense may need to be revisited.
It might be time to take another look if:
• You're approaching a major transition like selling your business or retiring
• Your investments are spread across multiple accounts or institutions
• Your goals for the future look different than they did a few years ago
If you’re unsure whether your current strategy still reflects where you are today, we’d be happy to start the conversation.