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 the cottage summer you didn't have to cut short. The trip you finally took. Helping your kids when it mattered. Knowing you could step back from work on your terms — not someone else's.
We measure portfolios in numbers because we have to. But the reason behind the numbers is always a life. That's what thoughtful planning is really buying: more of the life you worked hard to build, with less worry attached.
If that resonates, we'd love to talk about what it could look like for you: https://advisor.sunlife.ca/trevor.schentag/connect/
#FinancialFreedom #FinancialPlanning #WealthManagement #Ottawa #Retirement
It's the cottage summer you didn't have to cut short. The trip you finally took. Helping your kids when it mattered. Knowing you could step back from work on your terms — not someone else's.
We measure portfolios in numbers because we have to. But the reason behind the numbers is always a life. That's what thoughtful planning is really buying: more of the life you worked hard to build, with less worry attached.
If that resonates, we'd love to talk about what it could look like for you: https://advisor.sunlife.ca/trevor.schentag/connect/
#FinancialFreedom #FinancialPlanning #WealthManagement #Ottawa #Retirement
Taking CPP early means a smaller cheque for life. Waiting means a larger one — up to 42% more at 70 versus 65. But the math isn't the whole story.
Health, other income sources, whether you're still working, and how the decision interacts with OAS and your portfolio all matter. For some, early makes sense. For others, waiting is one of the best "returns" available.
This is exactly the kind of decision that benefits from being modelled, not guessed at. If you're approaching the window, let's run the numbers together: https://advisor.sunlife.ca/trevor.schentag/connect/
#Retirement #CPP #FinancialPlanning #WealthManagement #Ottawa
Taking CPP early means a smaller cheque for life. Waiting means a larger one — up to 42% more at 70 versus 65. But the math isn't the whole story.
Health, other income sources, whether you're still working, and how the decision interacts with OAS and your portfolio all matter. For some, early makes sense. For others, waiting is one of the best "returns" available.
This is exactly the kind of decision that benefits from being modelled, not guessed at. If you're approaching the window, let's run the numbers together: https://advisor.sunlife.ca/trevor.schentag/connect/
#Retirement #CPP #FinancialPlanning #WealthManagement #Ottawa
Our answer: whenever life changes. Marriage, children, a new home, a new business, a promotion — each of these can change what your family needs protected and for how much.
Insurance put in place years ago for one reason can quietly become the wrong amount, the wrong type, or pointed at a need that no longer exists. A periodic review keeps your coverage matched to your life as it is today, not as it was.
If it's been a while since anyone looked at yours with fresh eyes, we'd be glad to take a look: https://advisor.sunlife.ca/trevor.schentag/connect/
#Insurance #FinancialPlanning #WealthManagement #Ottawa
Our answer: whenever life changes. Marriage, children, a new home, a new business, a promotion — each of these can change what your family needs protected and for how much.
Insurance put in place years ago for one reason can quietly become the wrong amount, the wrong type, or pointed at a need that no longer exists. A periodic review keeps your coverage matched to your life as it is today, not as it was.
If it's been a while since anyone looked at yours with fresh eyes, we'd be glad to take a look: https://advisor.sunlife.ca/trevor.schentag/connect/
#Insurance #FinancialPlanning #WealthManagement #Ottawa