About us
Trevor Schentag
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.
Job Title: Financial Planner, Sun Life, CFP®, RRC®
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: Financial Planner, Sun Life | President, Schentag Capital Financial Solutions 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: Associate Advisor, Sun Life, CHS™
Languages spoken: English
Phone: (613) 693-1619 x403
Email: kevin.fox@sunlife.com
Gayle Schultz
Job Title: Advisor Assistant, Sun Life | Marketing Manager for Trevor Schentag
Languages spoken: English
Phone: (613) 693-1619 x406
Email: gayle.schultz@sunlife.com
Victoria Beattie
Job Title: Advisor Assistant, Sun Life
Phone: (613) 693-1619 x405
Email: victoria.beattie@sunlife.com
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