Conveniently located in Westboro, our office serves as a hub for crafting personalized financial strategies.
Led by Trevor Schentag, CFP®, CIWM®, RRC®, our team of five dedicated professionals works together to provide strategy-first advice across investments, insurance and tax strategy. We treat your capital with the same care and commitment as though it were our own, with a focus on building long-term relationships that help provide clarity and peace of mind.
Together, we help Ottawa families and business owners navigate complex financial decisions, aligning every aspect of your financial life with your unique goals. Meet the team that will help guide you every step of the way toward a secure, well-prepared financial future.
Trevor Schentag
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.
Job Title: Investment Advisor, Sun Life Canada Securities Inc., CFP®, RRC®, CIWM
Languages spoken: English
Phone: (613) 693-1619
Email: trevor.schentag@sunlife.com
Address: 376 Churchill Ave North - Suite 106,, Ottawa, ON, K1Z 5C3 Canada
Trevor Schentag
Since joining Sun Life in 2014, I have been dedicated to providing Clients with holistic financial planning services. By evaluating your entire financial landscape, I develop personalized strategies that enhance your financial well-being. My priority is to simplify the planning process, ensuring that the recommendations are clear and actionable. Seeing Clients gain confidence in their financial future is incredibly rewarding for me.
I specialize in working with high net worth individuals and corporations, offering advanced investment and insurance solutions alongside effective tax strategies.
I’m proud to hold the following designations:
- CERTIFIED FINANCIAL PLANNER®
- Registered Retirement Consultant®.
Outside of work, I enjoy spending time with my wife and our two children. Together, we are passionate about outdoor adventures and enjoy every moment spent at our cottage.
Job Title: Investment Advisor, Sun Life Canada Securities Inc. , CFP®, RRC®
Languages spoken: English
Phone: (613) 693-1619 x402
Email: trevor.schentag@sunlife.com
James Harris
With an impressive 27-year tenure running a successful automotive business, James Harris brings a wealth of experience and a unique perspective to his role as an advisor. Since joining Sun Life in 2003, James is proud to have obtained the following designation:
- Certified Health Specialist (CHS™)
James has developed a specialization in working with incorporated business owners and professionals. He excels in crafting tailored solutions for investing, insurance and tax-efficient retirement planning. Outside of work, James' passion for all things automotive remains a central part of his life.
Job Title: Associate Advisor, Sun Life, CHS™
Languages spoken: English
Phone: (613) 693-1619 x 404
Email: james.harris@sunlife.com
Kevin Fox
Job Title: Investment Advisor, Sun Life Canada Securities Inc., CHS™
Languages spoken: English
Phone: (613) 693-1619 x403
Email: kevin.fox@sunlife.com
Gayle Schultz
Job Title: Advisor Assistant, Sun Life | Marketing Manager
Languages spoken: English
Phone: (613) 693-1619 x406
Email: gayle.schultz@sunlife.com
Victoria Beattie
Job Title: Advisor Assistant, Sun Life Canada Securities Inc.
Phone: (613) 693-1619 x405
Email: victoria.beattie@sunlife.com
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
Disclaimer
- Products and services offered may differ depending on the advisor's licensing and proficiencies.
- Investment Dealer dealing representatives (“Investment Advisors”) registered with Sun Life Canada Securities Inc. offer stocks, bonds and mutual funds.
- Insurance products and services are offered by licensed insurance advisors operating through Sun Life Financial Distributors (Canada) Inc.