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Most estate plans come down to three core documents:
• A will — directing where your assets go
• Powers of attorney — for property and for personal care
• Up-to-date beneficiary designations
It's remarkable how often we review a client's file and find one of these missing or out of date — sometimes from a decade ago, before kids, a business, or a move.
These documents don't just protect your assets. They spare your family difficult decisions at a difficult time. If it's been a few years since yours were reviewed, consider this your nudge. Questions? Connect with Trevor: https://advisor.sunlife.ca/trevor.schentag/connect/
#EstatePlanning #FinancialPlanning #WealthManagement #Ottawa
• A will — directing where your assets go
• Powers of attorney — for property and for personal care
• Up-to-date beneficiary designations
It's remarkable how often we review a client's file and find one of these missing or out of date — sometimes from a decade ago, before kids, a business, or a move.
These documents don't just protect your assets. They spare your family difficult decisions at a difficult time. If it's been a few years since yours were reviewed, consider this your nudge. Questions? Connect with Trevor: https://advisor.sunlife.ca/trevor.schentag/connect/
#EstatePlanning #FinancialPlanning #WealthManagement #Ottawa
Most estate plans come down to three core documents:
• A will — directing where your assets go
• Powers of attorney — for property and for personal care
• Up-to-date beneficiary designations
It's remarkable how often we review a client's file and find one of these missing or out of date — sometimes from a decade ago, before kids, a business, or a move.
These documents don't just protect your assets. They spare your family difficult decisions at a difficult time. If it's been a few years since yours were reviewed, consider this your nudge. Questions? Connect with Trevor: https://advisor.sunlife.ca/trevor.schentag/connect/
#EstatePlanning #FinancialPlanning #WealthManagement #Ottawa
• A will — directing where your assets go
• Powers of attorney — for property and for personal care
• Up-to-date beneficiary designations
It's remarkable how often we review a client's file and find one of these missing or out of date — sometimes from a decade ago, before kids, a business, or a move.
These documents don't just protect your assets. They spare your family difficult decisions at a difficult time. If it's been a few years since yours were reviewed, consider this your nudge. Questions? Connect with Trevor: https://advisor.sunlife.ca/trevor.schentag/connect/
#EstatePlanning #FinancialPlanning #WealthManagement #Ottawa
"TFSA or RRSP — how do I choose?"
It's one of the most common questions we hear, and the honest answer is: it depends on your tax rate today versus the rate you expect in retirement.
A higher income today often favours the RRSP deduction. A lower income — or a need for flexibility — often favours the TFSA. And for many of our clients, the answer is thoughtfully using both.
Contribution room, withdrawal rules, and government benefits all factor in. If you're not sure you're getting this right, we'd be happy to walk through it with you — connect with Trevor: https://advisor.sunlife.ca/trevor.schentag/connect/
#TFSA #RRSP #FinancialPlanning #WealthManagement #Ottawa
It's one of the most common questions we hear, and the honest answer is: it depends on your tax rate today versus the rate you expect in retirement.
A higher income today often favours the RRSP deduction. A lower income — or a need for flexibility — often favours the TFSA. And for many of our clients, the answer is thoughtfully using both.
Contribution room, withdrawal rules, and government benefits all factor in. If you're not sure you're getting this right, we'd be happy to walk through it with you — connect with Trevor: https://advisor.sunlife.ca/trevor.schentag/connect/
#TFSA #RRSP #FinancialPlanning #WealthManagement #Ottawa
"TFSA or RRSP — how do I choose?"
It's one of the most common questions we hear, and the honest answer is: it depends on your tax rate today versus the rate you expect in retirement.
A higher income today often favours the RRSP deduction. A lower income — or a need for flexibility — often favours the TFSA. And for many of our clients, the answer is thoughtfully using both.
Contribution room, withdrawal rules, and government benefits all factor in. If you're not sure you're getting this right, we'd be happy to walk through it with you — connect with Trevor: https://advisor.sunlife.ca/trevor.schentag/connect/
#TFSA #RRSP #FinancialPlanning #WealthManagement #Ottawa
It's one of the most common questions we hear, and the honest answer is: it depends on your tax rate today versus the rate you expect in retirement.
A higher income today often favours the RRSP deduction. A lower income — or a need for flexibility — often favours the TFSA. And for many of our clients, the answer is thoughtfully using both.
Contribution room, withdrawal rules, and government benefits all factor in. If you're not sure you're getting this right, we'd be happy to walk through it with you — connect with Trevor: https://advisor.sunlife.ca/trevor.schentag/connect/
#TFSA #RRSP #FinancialPlanning #WealthManagement #Ottawa
As the year winds down, a few timely decisions can make a real difference come tax time. Here are five worth discussing before December 31:
• Topping up your RRSP while you're in a higher bracket
• Realizing capital losses to offset gains
• Charitable giving — including gifts of securities
• Reviewing your TFSA contribution room
• Splitting income with a spouse where it makes sense
The right moves depend on your situation, and some deadlines arrive sooner than you'd expect. If you'd like a second set of eyes before year-end: https://advisor.sunlife.ca/trevor.schentag/connect/
#FinancialPlanning #TaxPlanning #WealthManagement #Ottawa #SunLife
• Topping up your RRSP while you're in a higher bracket
• Realizing capital losses to offset gains
• Charitable giving — including gifts of securities
• Reviewing your TFSA contribution room
• Splitting income with a spouse where it makes sense
The right moves depend on your situation, and some deadlines arrive sooner than you'd expect. If you'd like a second set of eyes before year-end: https://advisor.sunlife.ca/trevor.schentag/connect/
#FinancialPlanning #TaxPlanning #WealthManagement #Ottawa #SunLife
As the year winds down, a few timely decisions can make a real difference come tax time. Here are five worth discussing before December 31:
• Topping up your RRSP while you're in a higher bracket
• Realizing capital losses to offset gains
• Charitable giving — including gifts of securities
• Reviewing your TFSA contribution room
• Splitting income with a spouse where it makes sense
The right moves depend on your situation, and some deadlines arrive sooner than you'd expect. If you'd like a second set of eyes before year-end: https://advisor.sunlife.ca/trevor.schentag/connect/
#FinancialPlanning #TaxPlanning #WealthManagement #Ottawa #SunLife
• Topping up your RRSP while you're in a higher bracket
• Realizing capital losses to offset gains
• Charitable giving — including gifts of securities
• Reviewing your TFSA contribution room
• Splitting income with a spouse where it makes sense
The right moves depend on your situation, and some deadlines arrive sooner than you'd expect. If you'd like a second set of eyes before year-end: https://advisor.sunlife.ca/trevor.schentag/connect/
#FinancialPlanning #TaxPlanning #WealthManagement #Ottawa #SunLife
Wealth is more than what you accumulate. An effective wealth strategy gives you freedom.
Maybe that means retiring on your terms, travelling more, spending time with family, growing your business or creating something to pass on to the next generation.
Those goals look different for everyone. Once we understand the life you’re planning for, we can help build a strategy around it.
Connect with Trevor to start planning for what’s next: https://advisor.sunlife.ca/trevor.schentag/connect/
Maybe that means retiring on your terms, travelling more, spending time with family, growing your business or creating something to pass on to the next generation.
Those goals look different for everyone. Once we understand the life you’re planning for, we can help build a strategy around it.
Connect with Trevor to start planning for what’s next: https://advisor.sunlife.ca/trevor.schentag/connect/
Wealth is more than what you accumulate. An effective wealth strategy gives you freedom.
Maybe that means retiring on your terms, travelling more, spending time with family, growing your business or creating something to pass on to the next generation.
Those goals look different for everyone. Once we understand the life you’re planning for, we can help build a strategy around it.
Connect with Trevor to start planning for what’s next: https://advisor.sunlife.ca/trevor.schentag/connect/
Maybe that means retiring on your terms, travelling more, spending time with family, growing your business or creating something to pass on to the next generation.
Those goals look different for everyone. Once we understand the life you’re planning for, we can help build a strategy around it.
Connect with Trevor to start planning for what’s next: https://advisor.sunlife.ca/trevor.schentag/connect/
Meet the team behind your financial plan.
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 Investment Advisor, Kevin plays an important role in portfolio reviews, investment strategies, 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 Investment Advisor, Kevin plays an important role in portfolio reviews, investment strategies, 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.
Meet the team behind your financial plan.
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 Investment Advisor, Kevin plays an important role in portfolio reviews, investment strategies, 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 Investment Advisor, Kevin plays an important role in portfolio reviews, investment strategies, 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.
A wealth strategy is about more than choosing investments.
It gives you a framework for making decisions, staying focused through changing markets and evaluating new opportunities against what you’re working toward.
Building wealth isn’t only about what you invest in, the foundation is knowing where you want it to take you.
That’s what we help our clients build. Contact Trevor today: https://advisor.sunlife.ca/trevor.schentag/connect/
It gives you a framework for making decisions, staying focused through changing markets and evaluating new opportunities against what you’re working toward.
Building wealth isn’t only about what you invest in, the foundation is knowing where you want it to take you.
That’s what we help our clients build. Contact Trevor today: https://advisor.sunlife.ca/trevor.schentag/connect/
A wealth strategy is about more than choosing investments.
It gives you a framework for making decisions, staying focused through changing markets and evaluating new opportunities against what you’re working toward.
Building wealth isn’t only about what you invest in, the foundation is knowing where you want it to take you.
That’s what we help our clients build. Contact Trevor today: https://advisor.sunlife.ca/trevor.schentag/connect/
It gives you a framework for making decisions, staying focused through changing markets and evaluating new opportunities against what you’re working toward.
Building wealth isn’t only about what you invest in, the foundation is knowing where you want it to take you.
That’s what we help our clients build. Contact Trevor today: https://advisor.sunlife.ca/trevor.schentag/connect/
Tariffs. AI valuations. Market volatility. There’s always something in the headlines that can make investors question what comes next.
But reacting to every piece of short-term news can pull you away from the strategy you built for the long term.
Instead, we focus on understanding the potential impact, considering a range of possible outcomes and making sure clients are comfortable with how their portfolio is positioned through them.
Have questions about what current market news means for your wealth strategy? Connect with Trevor: https://advisor.sunlife.ca/trevor.schentag/connect/
But reacting to every piece of short-term news can pull you away from the strategy you built for the long term.
Instead, we focus on understanding the potential impact, considering a range of possible outcomes and making sure clients are comfortable with how their portfolio is positioned through them.
Have questions about what current market news means for your wealth strategy? Connect with Trevor: https://advisor.sunlife.ca/trevor.schentag/connect/
Tariffs. AI valuations. Market volatility. There’s always something in the headlines that can make investors question what comes next.
But reacting to every piece of short-term news can pull you away from the strategy you built for the long term.
Instead, we focus on understanding the potential impact, considering a range of possible outcomes and making sure clients are comfortable with how their portfolio is positioned through them.
Have questions about what current market news means for your wealth strategy? Connect with Trevor: https://advisor.sunlife.ca/trevor.schentag/connect/
But reacting to every piece of short-term news can pull you away from the strategy you built for the long term.
Instead, we focus on understanding the potential impact, considering a range of possible outcomes and making sure clients are comfortable with how their portfolio is positioned through them.
Have questions about what current market news means for your wealth strategy? Connect with Trevor: https://advisor.sunlife.ca/trevor.schentag/connect/
Market downturns are inevitable. Knowing exactly when they’ll happen, how far markets will fall or how quickly they’ll recover is another story.
Trying to time those movements can mean sitting on the sidelines waiting for the “right” moment and potentially missing important days in the market.
For some investors, one approach may be to establish a strategic opportunity reserve in advance, including the potential use of a margin account, with clear parameters around when and how it would be used during a market decline.
The goal isn’t to predict the bottom. It’s to have a plan before volatility arrives.
Using borrowed funds to invest involves additional risk and is not appropriate for every investor. Any strategy should be considered within your broader financial situation, objectives and risk tolerance.
Connect with Trevor to discuss whether this type of strategy has a place in your wealth plan.
Trying to time those movements can mean sitting on the sidelines waiting for the “right” moment and potentially missing important days in the market.
For some investors, one approach may be to establish a strategic opportunity reserve in advance, including the potential use of a margin account, with clear parameters around when and how it would be used during a market decline.
The goal isn’t to predict the bottom. It’s to have a plan before volatility arrives.
Using borrowed funds to invest involves additional risk and is not appropriate for every investor. Any strategy should be considered within your broader financial situation, objectives and risk tolerance.
Connect with Trevor to discuss whether this type of strategy has a place in your wealth plan.
Market downturns are inevitable. Knowing exactly when they’ll happen, how far markets will fall or how quickly they’ll recover is another story.
Trying to time those movements can mean sitting on the sidelines waiting for the “right” moment and potentially missing important days in the market.
For some investors, one approach may be to establish a strategic opportunity reserve in advance, including the potential use of a margin account, with clear parameters around when and how it would be used during a market decline.
The goal isn’t to predict the bottom. It’s to have a plan before volatility arrives.
Using borrowed funds to invest involves additional risk and is not appropriate for every investor. Any strategy should be considered within your broader financial situation, objectives and risk tolerance.
Connect with Trevor to discuss whether this type of strategy has a place in your wealth plan.
Trying to time those movements can mean sitting on the sidelines waiting for the “right” moment and potentially missing important days in the market.
For some investors, one approach may be to establish a strategic opportunity reserve in advance, including the potential use of a margin account, with clear parameters around when and how it would be used during a market decline.
The goal isn’t to predict the bottom. It’s to have a plan before volatility arrives.
Using borrowed funds to invest involves additional risk and is not appropriate for every investor. Any strategy should be considered within your broader financial situation, objectives and risk tolerance.
Connect with Trevor to discuss whether this type of strategy has a place in your wealth plan.
Having all the pieces of a financial plan in place doesn’t necessarily mean they’re working together.
Over time, investments can become spread across different accounts or institutions, insurance needs can change, and tax or planning opportunities can be missed as your financial picture evolves.
That’s why it’s important to periodically look at your wealth strategy as a whole, not just at each piece individually.
For high net worth individuals and business owners especially, greater complexity can create more opportunities, but only when the different parts of your financial life are considered together.
If it’s been a while since you’ve taken a comprehensive look at your financial strategy, connect with Trevor: https://advisor.sunlife.ca/trevor.schentag/connect/
Over time, investments can become spread across different accounts or institutions, insurance needs can change, and tax or planning opportunities can be missed as your financial picture evolves.
That’s why it’s important to periodically look at your wealth strategy as a whole, not just at each piece individually.
For high net worth individuals and business owners especially, greater complexity can create more opportunities, but only when the different parts of your financial life are considered together.
If it’s been a while since you’ve taken a comprehensive look at your financial strategy, connect with Trevor: https://advisor.sunlife.ca/trevor.schentag/connect/
Having all the pieces of a financial plan in place doesn’t necessarily mean they’re working together.
Over time, investments can become spread across different accounts or institutions, insurance needs can change, and tax or planning opportunities can be missed as your financial picture evolves.
That’s why it’s important to periodically look at your wealth strategy as a whole, not just at each piece individually.
For high net worth individuals and business owners especially, greater complexity can create more opportunities, but only when the different parts of your financial life are considered together.
If it’s been a while since you’ve taken a comprehensive look at your financial strategy, connect with Trevor: https://advisor.sunlife.ca/trevor.schentag/connect/
Over time, investments can become spread across different accounts or institutions, insurance needs can change, and tax or planning opportunities can be missed as your financial picture evolves.
That’s why it’s important to periodically look at your wealth strategy as a whole, not just at each piece individually.
For high net worth individuals and business owners especially, greater complexity can create more opportunities, but only when the different parts of your financial life are considered together.
If it’s been a while since you’ve taken a comprehensive look at your financial strategy, connect with Trevor: https://advisor.sunlife.ca/trevor.schentag/connect/
Meet Trevor Schentag, CFP®, RRC®, CIWM, Investment Advisor, Sun Life Canada Securities Inc.
Since 2014, Trevor has worked with individuals, families and business owners to build and protect their wealth through thoughtful, personalized financial planning.
His relationship-driven approach looks at the full financial picture, bringing together investment strategies, insurance, tax planning and long-term goals to create a clear path forward.
With a focus on high net worth individuals and corporations, Trevor helps clients navigate more complex financial decisions while keeping the planning process straightforward and actionable.
If you’re looking for a more strategic approach to building and protecting your wealth, connect with Trevor today: https://advisor.sunlife.ca/trevor.schentag/connect/
Since 2014, Trevor has worked with individuals, families and business owners to build and protect their wealth through thoughtful, personalized financial planning.
His relationship-driven approach looks at the full financial picture, bringing together investment strategies, insurance, tax planning and long-term goals to create a clear path forward.
With a focus on high net worth individuals and corporations, Trevor helps clients navigate more complex financial decisions while keeping the planning process straightforward and actionable.
If you’re looking for a more strategic approach to building and protecting your wealth, connect with Trevor today: https://advisor.sunlife.ca/trevor.schentag/connect/
Meet Trevor Schentag, CFP®, RRC®, CIWM, Investment Advisor, Sun Life Canada Securities Inc.
Since 2014, Trevor has worked with individuals, families and business owners to build and protect their wealth through thoughtful, personalized financial planning.
His relationship-driven approach looks at the full financial picture, bringing together investment strategies, insurance, tax planning and long-term goals to create a clear path forward.
With a focus on high net worth individuals and corporations, Trevor helps clients navigate more complex financial decisions while keeping the planning process straightforward and actionable.
If you’re looking for a more strategic approach to building and protecting your wealth, connect with Trevor today: https://advisor.sunlife.ca/trevor.schentag/connect/
Since 2014, Trevor has worked with individuals, families and business owners to build and protect their wealth through thoughtful, personalized financial planning.
His relationship-driven approach looks at the full financial picture, bringing together investment strategies, insurance, tax planning and long-term goals to create a clear path forward.
With a focus on high net worth individuals and corporations, Trevor helps clients navigate more complex financial decisions while keeping the planning process straightforward and actionable.
If you’re looking for a more strategic approach to building and protecting your wealth, connect with Trevor today: https://advisor.sunlife.ca/trevor.schentag/connect/
“How often should I review my investments?”
This is a question we hear often, and the answer depends on your situation. We encourage regular annual reviews, but there are also key moments when it makes sense to take a closer look:
You’re approaching retirement.
You’ve received an inheritance.
You’ve sold a business or are preparing to.
Your income or family situation has changed.
One investment has grown to represent a much larger part of your portfolio.
These milestones can affect how your portfolio should be structured and how much risk makes sense for you.
If you’re approaching a major financial milestone, or it’s been a while since your last review, it may be time to revisit your investment strategy. Connect with our team at Schentag Wealth to get started.
This is a question we hear often, and the answer depends on your situation. We encourage regular annual reviews, but there are also key moments when it makes sense to take a closer look:
You’re approaching retirement.
You’ve received an inheritance.
You’ve sold a business or are preparing to.
Your income or family situation has changed.
One investment has grown to represent a much larger part of your portfolio.
These milestones can affect how your portfolio should be structured and how much risk makes sense for you.
If you’re approaching a major financial milestone, or it’s been a while since your last review, it may be time to revisit your investment strategy. Connect with our team at Schentag Wealth to get started.
“How often should I review my investments?”
This is a question we hear often, and the answer depends on your situation. We encourage regular annual reviews, but there are also key moments when it makes sense to take a closer look:
You’re approaching retirement.
You’ve received an inheritance.
You’ve sold a business or are preparing to.
Your income or family situation has changed.
One investment has grown to represent a much larger part of your portfolio.
These milestones can affect how your portfolio should be structured and how much risk makes sense for you.
If you’re approaching a major financial milestone, or it’s been a while since your last review, it may be time to revisit your investment strategy. Connect with our team at Schentag Wealth to get started.
This is a question we hear often, and the answer depends on your situation. We encourage regular annual reviews, but there are also key moments when it makes sense to take a closer look:
You’re approaching retirement.
You’ve received an inheritance.
You’ve sold a business or are preparing to.
Your income or family situation has changed.
One investment has grown to represent a much larger part of your portfolio.
These milestones can affect how your portfolio should be structured and how much risk makes sense for you.
If you’re approaching a major financial milestone, or it’s been a while since your last review, it may be time to revisit your investment strategy. Connect with our team at Schentag Wealth to get started.
Over time, it’s common for investments to accumulate in different places: bank accounts, RRSPs, TFSAs, GICs, workplace plans, individual investments, and more.
Having accounts in multiple places isn’t necessarily a problem, but it's important to make sure you have a clear understanding of how everything fits together.
Are you taking on more risk than you realize? Are there opportunities to improve diversification or reduce unnecessary fees? A coordinated approach can bring greater clarity to your wealth and make decisions easier with the full picture in mind.
If you’re not sure how your investments fit together, we’d be happy to help you take a closer look. Reach out to our team to start a conversation.
Having accounts in multiple places isn’t necessarily a problem, but it's important to make sure you have a clear understanding of how everything fits together.
Are you taking on more risk than you realize? Are there opportunities to improve diversification or reduce unnecessary fees? A coordinated approach can bring greater clarity to your wealth and make decisions easier with the full picture in mind.
If you’re not sure how your investments fit together, we’d be happy to help you take a closer look. Reach out to our team to start a conversation.
Over time, it’s common for investments to accumulate in different places: bank accounts, RRSPs, TFSAs, GICs, workplace plans, individual investments, and more.
Having accounts in multiple places isn’t necessarily a problem, but it's important to make sure you have a clear understanding of how everything fits together.
Are you taking on more risk than you realize? Are there opportunities to improve diversification or reduce unnecessary fees? A coordinated approach can bring greater clarity to your wealth and make decisions easier with the full picture in mind.
If you’re not sure how your investments fit together, we’d be happy to help you take a closer look. Reach out to our team to start a conversation.
Having accounts in multiple places isn’t necessarily a problem, but it's important to make sure you have a clear understanding of how everything fits together.
Are you taking on more risk than you realize? Are there opportunities to improve diversification or reduce unnecessary fees? A coordinated approach can bring greater clarity to your wealth and make decisions easier with the full picture in mind.
If you’re not sure how your investments fit together, we’d be happy to help you take a closer look. Reach out to our team to start a conversation.
Financial confidence comes with a sense of calm from understanding your options and trusting that your wealth is being managed with intention.
It means having clarity around where you are today, what you’re working toward, and how your strategy supports both. Most importantly, it’s being able to make important decisions without second-guessing.
Our team builds confidence for our clients through thoughtful planning, strategic portfolio management, and a relationship-driven approach.
When you have confidence in your financial strategy, you have greater freedom to focus on what comes next.
It means having clarity around where you are today, what you’re working toward, and how your strategy supports both. Most importantly, it’s being able to make important decisions without second-guessing.
Our team builds confidence for our clients through thoughtful planning, strategic portfolio management, and a relationship-driven approach.
When you have confidence in your financial strategy, you have greater freedom to focus on what comes next.
Financial confidence comes with a sense of calm from understanding your options and trusting that your wealth is being managed with intention.
It means having clarity around where you are today, what you’re working toward, and how your strategy supports both. Most importantly, it’s being able to make important decisions without second-guessing.
Our team builds confidence for our clients through thoughtful planning, strategic portfolio management, and a relationship-driven approach.
When you have confidence in your financial strategy, you have greater freedom to focus on what comes next.
It means having clarity around where you are today, what you’re working toward, and how your strategy supports both. Most importantly, it’s being able to make important decisions without second-guessing.
Our team builds confidence for our clients through thoughtful planning, strategic portfolio management, and a relationship-driven approach.
When you have confidence in your financial strategy, you have greater freedom to focus on what comes next.
Our team is proud to introduce Schentag Wealth.
As our practice has grown, so has the work we do with our clients. We’re focused on helping high-net-worth individuals and families oversee and grow their wealth through thoughtfully designed investment portfolios and wealth planning.
This next chapter also brings expanded capabilities through our new securities platform, giving us greater flexibility in how we build and oversee portfolios, including access to stocks, bonds, GICs and ETFs, as well as the ability to transfer existing holdings in-kind.
Our approach remains the same: taking the time to understand your goals and creating an investment strategy around the life you’re building.
We’re excited for this next chapter and grateful to the clients who have trusted us along the way.
As our practice has grown, so has the work we do with our clients. We’re focused on helping high-net-worth individuals and families oversee and grow their wealth through thoughtfully designed investment portfolios and wealth planning.
This next chapter also brings expanded capabilities through our new securities platform, giving us greater flexibility in how we build and oversee portfolios, including access to stocks, bonds, GICs and ETFs, as well as the ability to transfer existing holdings in-kind.
Our approach remains the same: taking the time to understand your goals and creating an investment strategy around the life you’re building.
We’re excited for this next chapter and grateful to the clients who have trusted us along the way.
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Wealth is about more than your portfolio balance.
It’s about having more time at the cottage. Taking the trip you’ve been putting off. Helping your children when they need it. Having the ability to step back from work when the time feels right.
A well-designed financial plan should create more than financial security. It should give you the freedom and flexibility to make the most of the life you’ve worked hard to build.
It’s about having more time at the cottage. Taking the trip you’ve been putting off. Helping your children when they need it. Having the ability to step back from work when the time feels right.
A well-designed financial plan should create more than financial security. It should give you the freedom and flexibility to make the most of the life you’ve worked hard to build.
Wealth is about more than your portfolio balance.
It’s about having more time at the cottage. Taking the trip you’ve been putting off. Helping your children when they need it. Having the ability to step back from work when the time feels right.
A well-designed financial plan should create more than financial security. It should give you the freedom and flexibility to make the most of the life you’ve worked hard to build.
It’s about having more time at the cottage. Taking the trip you’ve been putting off. Helping your children when they need it. Having the ability to step back from work when the time feels right.
A well-designed financial plan should create more than financial security. It should give you the freedom and flexibility to make the most of the life you’ve worked hard to build.
Retirement tends to raise a lot of questions, with many people unsure about when they will be ready to retire and if what they've built will support the lifestyle they're planning for.
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
Retirement tends to raise a lot of questions, with many people unsure about when they will be ready to retire and if what they've built will support the lifestyle they're planning for.
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
Meet the team behind your financial plan.
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.
Meet the team behind your financial plan.
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.
A financial plan is designed around your life and should evolve along with you.
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.
A financial plan is designed around your life and should evolve along with you.
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.
What does financial freedom mean to you?
For most clients, the answer isn't a dollar amount.
It's spending summers at the cottage. Travelling more often. Helping your children buy their first home. Retiring when the time feels right, rather than when you have to.
For others, financial freedom is the peace of mind of not worrying every time the markets fluctuate.
That's why financial planning starts with understanding what matters most to you so a strategy can be built tailored to your vision.
If you'd like to talk about what financial freedom looks like for you, reach out to our team to set up a conversation.
For most clients, the answer isn't a dollar amount.
It's spending summers at the cottage. Travelling more often. Helping your children buy their first home. Retiring when the time feels right, rather than when you have to.
For others, financial freedom is the peace of mind of not worrying every time the markets fluctuate.
That's why financial planning starts with understanding what matters most to you so a strategy can be built tailored to your vision.
If you'd like to talk about what financial freedom looks like for you, reach out to our team to set up a conversation.
What does financial freedom mean to you?
For most clients, the answer isn't a dollar amount.
It's spending summers at the cottage. Travelling more often. Helping your children buy their first home. Retiring when the time feels right, rather than when you have to.
For others, financial freedom is the peace of mind of not worrying every time the markets fluctuate.
That's why financial planning starts with understanding what matters most to you so a strategy can be built tailored to your vision.
If you'd like to talk about what financial freedom looks like for you, reach out to our team to set up a conversation.
For most clients, the answer isn't a dollar amount.
It's spending summers at the cottage. Travelling more often. Helping your children buy their first home. Retiring when the time feels right, rather than when you have to.
For others, financial freedom is the peace of mind of not worrying every time the markets fluctuate.
That's why financial planning starts with understanding what matters most to you so a strategy can be built tailored to your vision.
If you'd like to talk about what financial freedom looks like for you, reach out to our team to set up a conversation.
“Why is it important to revisit my financial plan?”
It’s a question we hear fairly often. For some clients, strategies that were once working well can start to look a little different as life changes.
Insurance may have been put in place for a specific reason that no longer applies, investments can end up spread across different institutions, and certain positions can grow larger than originally intended simply by being left alone.
These changes are usually gradual and easy to miss in the day-to-day. But over time, they add up, and the overall plan can drift from how it was originally set up.
Revisiting a financial plan is an important step we take with our clients to make sure everything still reflects where they are today and how they want things to look going forward.
It’s a question we hear fairly often. For some clients, strategies that were once working well can start to look a little different as life changes.
Insurance may have been put in place for a specific reason that no longer applies, investments can end up spread across different institutions, and certain positions can grow larger than originally intended simply by being left alone.
These changes are usually gradual and easy to miss in the day-to-day. But over time, they add up, and the overall plan can drift from how it was originally set up.
Revisiting a financial plan is an important step we take with our clients to make sure everything still reflects where they are today and how they want things to look going forward.
“Why is it important to revisit my financial plan?”
It’s a question we hear fairly often. For some clients, strategies that were once working well can start to look a little different as life changes.
Insurance may have been put in place for a specific reason that no longer applies, investments can end up spread across different institutions, and certain positions can grow larger than originally intended simply by being left alone.
These changes are usually gradual and easy to miss in the day-to-day. But over time, they add up, and the overall plan can drift from how it was originally set up.
Revisiting a financial plan is an important step we take with our clients to make sure everything still reflects where they are today and how they want things to look going forward.
It’s a question we hear fairly often. For some clients, strategies that were once working well can start to look a little different as life changes.
Insurance may have been put in place for a specific reason that no longer applies, investments can end up spread across different institutions, and certain positions can grow larger than originally intended simply by being left alone.
These changes are usually gradual and easy to miss in the day-to-day. But over time, they add up, and the overall plan can drift from how it was originally set up.
Revisiting a financial plan is an important step we take with our clients to make sure everything still reflects where they are today and how they want things to look going forward.
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