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Most people spend decades building their wealth. Not enough time is spent protecting it.
If you're approaching retirement or have built significant assets, the right tax strategy can change what your retirement actually looks like. We're talking more money in your pocket, less going to tax, and a plan that's working for you instead of against you.
You've worked hard to get here. The last thing you want is to hand more of it over than you have to.
This is something we work through with our clients all the time, and it's one of those conversations that can make a real difference to your long term picture.
If you're curious what that could look like for your situation, book a call and let's take a look together: https://advisor.sunlife.ca/trevor.schentag/connect/
If you're approaching retirement or have built significant assets, the right tax strategy can change what your retirement actually looks like. We're talking more money in your pocket, less going to tax, and a plan that's working for you instead of against you.
You've worked hard to get here. The last thing you want is to hand more of it over than you have to.
This is something we work through with our clients all the time, and it's one of those conversations that can make a real difference to your long term picture.
If you're curious what that could look like for your situation, book a call and let's take a look together: https://advisor.sunlife.ca/trevor.schentag/connect/
Most people spend decades building their wealth. Not enough time is spent protecting it.
If you're approaching retirement or have built significant assets, the right tax strategy can change what your retirement actually looks like. We're talking more money in your pocket, less going to tax, and a plan that's working for you instead of against you.
You've worked hard to get here. The last thing you want is to hand more of it over than you have to.
This is something we work through with our clients all the time, and it's one of those conversations that can make a real difference to your long term picture.
If you're curious what that could look like for your situation, book a call and let's take a look together: https://advisor.sunlife.ca/trevor.schentag/connect/
If you're approaching retirement or have built significant assets, the right tax strategy can change what your retirement actually looks like. We're talking more money in your pocket, less going to tax, and a plan that's working for you instead of against you.
You've worked hard to get here. The last thing you want is to hand more of it over than you have to.
This is something we work through with our clients all the time, and it's one of those conversations that can make a real difference to your long term picture.
If you're curious what that could look like for your situation, book a call and let's take a look together: https://advisor.sunlife.ca/trevor.schentag/connect/
Over the years, one thing has become very clear to me. People often think financial confidence comes from investments or returns, but in my experience, it has much more to do with clarity, consistency, and knowing you have someone in your corner as life changes.
I wrote a short LinkedIn article about this called The Value of Staying Connected, sharing some real observations from working with clients over the long term.
If you are curious, you can read it and subscribe here: www.linkedin.com/build-relation/newsletter-follow?entityUrn=7437949914124316673
And if you have been meaning to get a second opinion or simply want to talk through your plans, I am always happy to have a conversation.
Book a consultation: https://advisor.sunlife.ca/trevor.schentag/connect/
I wrote a short LinkedIn article about this called The Value of Staying Connected, sharing some real observations from working with clients over the long term.
If you are curious, you can read it and subscribe here: www.linkedin.com/build-relation/newsletter-follow?entityUrn=7437949914124316673
And if you have been meaning to get a second opinion or simply want to talk through your plans, I am always happy to have a conversation.
Book a consultation: https://advisor.sunlife.ca/trevor.schentag/connect/
Over the years, one thing has become very clear to me. People often think financial confidence comes from investments or returns, but in my experience, it has much more to do with clarity, consistency, and knowing you have someone in your corner as life changes.
I wrote a short LinkedIn article about this called The Value of Staying Connected, sharing some real observations from working with clients over the long term.
If you are curious, you can read it and subscribe here: www.linkedin.com/build-relation/newsletter-follow?entityUrn=7437949914124316673
And if you have been meaning to get a second opinion or simply want to talk through your plans, I am always happy to have a conversation.
Book a consultation: https://advisor.sunlife.ca/trevor.schentag/connect/
I wrote a short LinkedIn article about this called The Value of Staying Connected, sharing some real observations from working with clients over the long term.
If you are curious, you can read it and subscribe here: www.linkedin.com/build-relation/newsletter-follow?entityUrn=7437949914124316673
And if you have been meaning to get a second opinion or simply want to talk through your plans, I am always happy to have a conversation.
Book a consultation: https://advisor.sunlife.ca/trevor.schentag/connect/
Did you know?
Most bank advisors can only offer you their own bank's products. That's just how the system is built.
When you work with us, that changes. As an open architecture firm, we're not tied to any single provider, which means we shop the entire market to find what actually works best for you.
You get more options, less conflict of interest, and the potential for stronger returns for the same or less risk.
Your portfolio is built around your goals, your situation, and what's actually best for you, not around what one institution happens to sell.
Curious what that could look like for you? Book a call with me here: https://advisor.sunlife.ca/trevor.schentag/connect/
Most bank advisors can only offer you their own bank's products. That's just how the system is built.
When you work with us, that changes. As an open architecture firm, we're not tied to any single provider, which means we shop the entire market to find what actually works best for you.
You get more options, less conflict of interest, and the potential for stronger returns for the same or less risk.
Your portfolio is built around your goals, your situation, and what's actually best for you, not around what one institution happens to sell.
Curious what that could look like for you? Book a call with me here: https://advisor.sunlife.ca/trevor.schentag/connect/
Did you know?
Most bank advisors can only offer you their own bank's products. That's just how the system is built.
When you work with us, that changes. As an open architecture firm, we're not tied to any single provider, which means we shop the entire market to find what actually works best for you.
You get more options, less conflict of interest, and the potential for stronger returns for the same or less risk.
Your portfolio is built around your goals, your situation, and what's actually best for you, not around what one institution happens to sell.
Curious what that could look like for you? Book a call with me here: https://advisor.sunlife.ca/trevor.schentag/connect/
Most bank advisors can only offer you their own bank's products. That's just how the system is built.
When you work with us, that changes. As an open architecture firm, we're not tied to any single provider, which means we shop the entire market to find what actually works best for you.
You get more options, less conflict of interest, and the potential for stronger returns for the same or less risk.
Your portfolio is built around your goals, your situation, and what's actually best for you, not around what one institution happens to sell.
Curious what that could look like for you? Book a call with me here: https://advisor.sunlife.ca/trevor.schentag/connect/
Many business owners reinvest every dollar back into their business. Having a strategic plan helps you decide what to reinvest and what to set aside for your future.
Book a Sun Life One Plan conversation to map out your next steps. https://advisor.sunlife.ca/trevor.schentag
#SunLifeOnePlan
Book a Sun Life One Plan conversation to map out your next steps. https://advisor.sunlife.ca/trevor.schentag
#SunLifeOnePlan
Many business owners reinvest every dollar back into their business. Having a strategic plan helps you decide what to reinvest and what to set aside for your future.
Book a Sun Life One Plan conversation to map out your next steps. https://advisor.sunlife.ca/trevor.schentag
#SunLifeOnePlan
Book a Sun Life One Plan conversation to map out your next steps. https://advisor.sunlife.ca/trevor.schentag
#SunLifeOnePlan
A withdrawal strategy can help create dependable income while helping you manage risk. Let’s chat about income planning basics that fit your needs. https://advisor.sunlife.ca/trevor.schentag
A withdrawal strategy can help create dependable income while helping you manage risk. Let’s chat about income planning basics that fit your needs. https://advisor.sunlife.ca/trevor.schentag
Tax time is also estate-planning time. Reviewing your return helps ensure beneficiary designations, ownership structures and transfer plans align with your wishes, while reducing potential taxes on asset transfers.
Tax time is also estate-planning time. Reviewing your return helps ensure beneficiary designations, ownership structures and transfer plans align with your wishes, while reducing potential taxes on asset transfers.
Winter is still here, but your financial wellbeing can shine. Now's the perfect time to review your savings and investments and help ensure you're on track for growth. Let’s connect to explore Sun Life's diverse wealth solutions that we can tailor to your goals.
https://advisor.sunlife.ca/trevor.schentag
https://advisor.sunlife.ca/trevor.schentag
Winter is still here, but your financial wellbeing can shine. Now's the perfect time to review your savings and investments and help ensure you're on track for growth. Let’s connect to explore Sun Life's diverse wealth solutions that we can tailor to your goals.
https://advisor.sunlife.ca/trevor.schentag
https://advisor.sunlife.ca/trevor.schentag
Do you want to keep more money in your business? Let's talk about smart tax strategies that fit your company to make it more tax efficient. 📊
Ready to save? Visit my website to set up time to chat. https://advisor.sunlife.ca/trevor.schentag
Ready to save? Visit my website to set up time to chat. https://advisor.sunlife.ca/trevor.schentag
Do you want to keep more money in your business? Let's talk about smart tax strategies that fit your company to make it more tax efficient. 📊
Ready to save? Visit my website to set up time to chat. https://advisor.sunlife.ca/trevor.schentag
Ready to save? Visit my website to set up time to chat. https://advisor.sunlife.ca/trevor.schentag
Thoughtful planning ensures your assets reach the right people at the right time — with minimal tax impact.
Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy
Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/trevor.schentag
Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy
Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/trevor.schentag
Thoughtful planning ensures your assets reach the right people at the right time — with minimal tax impact.
Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy
Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/trevor.schentag
Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy
Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/trevor.schentag
Building wealth is about more than growing your money – it's about creating lasting financial security. 💖💰
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Building wealth is about more than growing your money – it's about creating lasting financial security. 💖💰
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Business owners, are you so focused on your company that your personal finances have been put on hold?
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/trevor.schentag
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/trevor.schentag
Business owners, are you so focused on your company that your personal finances have been put on hold?
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/trevor.schentag
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/trevor.schentag
Avez-vous mis toute votre attention sur votre entreprise que vous en avez négligé vos finances personnelles? Le moment est venu d’adopter une approche globale.
Travaillons ensemble pour créer un parcours financier qui cadre avec vos ambitions professionnelles et vos rêves personnels.
Ça commence ici > https://advisor.sunlife.ca/trevor.schentag
Travaillons ensemble pour créer un parcours financier qui cadre avec vos ambitions professionnelles et vos rêves personnels.
Ça commence ici > https://advisor.sunlife.ca/trevor.schentag
Avez-vous mis toute votre attention sur votre entreprise que vous en avez négligé vos finances personnelles? Le moment est venu d’adopter une approche globale.
Travaillons ensemble pour créer un parcours financier qui cadre avec vos ambitions professionnelles et vos rêves personnels.
Ça commence ici > https://advisor.sunlife.ca/trevor.schentag
Travaillons ensemble pour créer un parcours financier qui cadre avec vos ambitions professionnelles et vos rêves personnels.
Ça commence ici > https://advisor.sunlife.ca/trevor.schentag
Life changes, goals evolve and your estate plan should too.
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/trevor.schentag
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/trevor.schentag
Life changes, goals evolve and your estate plan should too.
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/trevor.schentag
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/trevor.schentag
Dreaming big for your future? Let's talk about how we help turn those dreams into reality. Whether it's early retirement or a new business venture, let's create a strategy to get you there.
Reach out to start your journey!
Reach out to start your journey!
Dreaming big for your future? Let's talk about how we help turn those dreams into reality. Whether it's early retirement or a new business venture, let's create a strategy to get you there.
Reach out to start your journey!
Reach out to start your journey!
As a business owner, your personal and professional finances are intertwined. Let's create a financial roadmap that aligns your business growth with your personal goals.
Reach out to discuss how we can help you build a brighter future for both you and your company.
Reach out to discuss how we can help you build a brighter future for both you and your company.
As a business owner, your personal and professional finances are intertwined. Let's create a financial roadmap that aligns your business growth with your personal goals.
Reach out to discuss how we can help you build a brighter future for both you and your company.
Reach out to discuss how we can help you build a brighter future for both you and your company.
Explore how alternative investments can enhance your portfolio and potentially boost returns. Let's discuss strategies tailored to your risk tolerance and goals.
Explore how alternative investments can enhance your portfolio and potentially boost returns. Let's discuss strategies tailored to your risk tolerance and goals.
Why do so many of us struggle with saving, spending or even logging into our banking app? The truth is that our relationship with money is a lifelong journey: it often begins long before we open our first account.
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Why do so many of us struggle with saving, spending or even logging into our banking app? The truth is that our relationship with money is a lifelong journey: it often begins long before we open our first account.
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
New year, new business goals? Let's chat about strategies to help protect and grow your company in 2026. From key person insurance to succession planning, we have solutions tailored for you. https://advisor.sunlife.ca/trevor.schentag
New year, new business goals? Let's chat about strategies to help protect and grow your company in 2026. From key person insurance to succession planning, we have solutions tailored for you. https://advisor.sunlife.ca/trevor.schentag
Votre stratégie de placement est-elle prête pour 2026? Nous l’examinerons et apporterons les changements nécessaires pour que vous puissiez atteindre vos objectifs financiers, cette année et les suivantes. https://advisor.sunlife.ca/trevor.schentag
Votre stratégie de placement est-elle prête pour 2026? Nous l’examinerons et apporterons les changements nécessaires pour que vous puissiez atteindre vos objectifs financiers, cette année et les suivantes. https://advisor.sunlife.ca/trevor.schentag
Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!
https://advisor.sunlife.ca/trevor.schentag
https://advisor.sunlife.ca/trevor.schentag
Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!
https://advisor.sunlife.ca/trevor.schentag
https://advisor.sunlife.ca/trevor.schentag
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.