Trevor Schentag

Job title: Financial Planner, Sun Life, CFP®, RRC®

Languages spoken: English

Area(s) served: Ontario

Planning that fits your life

Welcome to Schentag Capital Financial Solutions Inc. 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. We are a specialized firm that works with:


Business owners and incorporated professionals


For business owners and incorporated professionals seeking a comprehensive financial partner, Schentag Capital 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, Schentag Capital delivers 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.
View more options

Who we service

Learn more
High net worth and affluent

High net worth and affluent

Securing the future for the next generation is only an appointment away. Let’s talk about your legacy.
Business owners general

Business owners general

Helping business owners take control of their finances one step at a time.
Incorporated professionals

Incorporated professionals

Enjoy the benefits of your hard work. Let’s make sure you are getting the most out of your success.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Investment options

There are many different investment options to choose from. The right one for you depends on your situation and goals.

Affluent and legacy driven

It’s time to make a concrete legacy plan so you don’t have to worry about what will happen when you’re gone.

Business owners

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

Learn more

Stay informed

See more articles
Why the smart money is buying single-family homes

Why the smart money is buying single-family homes

There’s little argument among experts that single-family houses should appreciate faster than multi-family homes.
Family Matters: Intergenerational Wealth Transfers | CI Global Asset Management

Family Matters: Intergenerational Wealth Transfers | CI Global Asset Management

Dive into expert insights on building and preserving wealth in today’s economic landscape.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

Investor Behaviour

Improve your industry knowledge with valuable insights and strategies to help you navigate financial success.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
There are error(s) on this page
Il y a erreur(s) sur cette page
Preferred Contact Method

Optional

Optionnel

0 of sur 500 Characters caractères

Optional

Optionnel

Sunlife
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.