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Many families are doing a lot of things right. But even well-prepared plans can have gaps that quietly cost more over time.
Scattered investments, an undefined income strategy, insurance that no longer fits, missed tax efficiencies, an incomplete estate plan. These are the blind spots that come up most often, and they're easy to miss precisely because everything else looks fine.
If it's been a while since you've looked at the full picture, it might be time to revisit your plan.
Book a call: https://advisor.sunlife.ca/trevor.schentag/connect/
Scattered investments, an undefined income strategy, insurance that no longer fits, missed tax efficiencies, an incomplete estate plan. These are the blind spots that come up most often, and they're easy to miss precisely because everything else looks fine.
If it's been a while since you've looked at the full picture, it might be time to revisit your plan.
Book a call: https://advisor.sunlife.ca/trevor.schentag/connect/
Many families are doing a lot of things right. But even well-prepared plans can have gaps that quietly cost more over time.
Scattered investments, an undefined income strategy, insurance that no longer fits, missed tax efficiencies, an incomplete estate plan. These are the blind spots that come up most often, and they're easy to miss precisely because everything else looks fine.
If it's been a while since you've looked at the full picture, it might be time to revisit your plan.
Book a call: https://advisor.sunlife.ca/trevor.schentag/connect/
Scattered investments, an undefined income strategy, insurance that no longer fits, missed tax efficiencies, an incomplete estate plan. These are the blind spots that come up most often, and they're easy to miss precisely because everything else looks fine.
If it's been a while since you've looked at the full picture, it might be time to revisit your plan.
Book a call: https://advisor.sunlife.ca/trevor.schentag/connect/
When you call us, you get someone who knows your situation, your goals, and your history.
That continuity matters more than most people realize. Good advice isn't just about the numbers. It's about having someone in your corner who understands the full picture every time you connect.
If your current experience feels more like a transaction than a relationship, we'd love to show you the difference.
Let's connect: https://advisor.sunlife.ca/trevor.schentag/connect/
That continuity matters more than most people realize. Good advice isn't just about the numbers. It's about having someone in your corner who understands the full picture every time you connect.
If your current experience feels more like a transaction than a relationship, we'd love to show you the difference.
Let's connect: https://advisor.sunlife.ca/trevor.schentag/connect/
When you call us, you get someone who knows your situation, your goals, and your history.
That continuity matters more than most people realize. Good advice isn't just about the numbers. It's about having someone in your corner who understands the full picture every time you connect.
If your current experience feels more like a transaction than a relationship, we'd love to show you the difference.
Let's connect: https://advisor.sunlife.ca/trevor.schentag/connect/
That continuity matters more than most people realize. Good advice isn't just about the numbers. It's about having someone in your corner who understands the full picture every time you connect.
If your current experience feels more like a transaction than a relationship, we'd love to show you the difference.
Let's connect: https://advisor.sunlife.ca/trevor.schentag/connect/
Running a business means your financial picture is always moving. Twice a year, we sit down to make sure your plan is keeping pace.
What a biannual review covers: investment performance, life and business changes, tax updates, and a check-in on your goals. Not a quick call. A real look at where things stand and where they're headed.
Because a plan that isn't revisited regularly is just a snapshot of where you used to be.
If you're a business owner who hasn't reviewed your plan recently, it might be time: https://advisor.sunlife.ca/trevor.schentag/connect/
What a biannual review covers: investment performance, life and business changes, tax updates, and a check-in on your goals. Not a quick call. A real look at where things stand and where they're headed.
Because a plan that isn't revisited regularly is just a snapshot of where you used to be.
If you're a business owner who hasn't reviewed your plan recently, it might be time: https://advisor.sunlife.ca/trevor.schentag/connect/
Running a business means your financial picture is always moving. Twice a year, we sit down to make sure your plan is keeping pace.
What a biannual review covers: investment performance, life and business changes, tax updates, and a check-in on your goals. Not a quick call. A real look at where things stand and where they're headed.
Because a plan that isn't revisited regularly is just a snapshot of where you used to be.
If you're a business owner who hasn't reviewed your plan recently, it might be time: https://advisor.sunlife.ca/trevor.schentag/connect/
What a biannual review covers: investment performance, life and business changes, tax updates, and a check-in on your goals. Not a quick call. A real look at where things stand and where they're headed.
Because a plan that isn't revisited regularly is just a snapshot of where you used to be.
If you're a business owner who hasn't reviewed your plan recently, it might be time: https://advisor.sunlife.ca/trevor.schentag/connect/
Many people assume CPP will cover the bulk of their retirement income. It likely won't.
CPP is designed to replace roughly 25% of pre-retirement earnings, up to the year's Maximum Pensionable Earnings. The rest of your income needs to come from somewhere else. Workplace pensions, RRSPs, TFSAs, OAS, investments. Each has its own rules, its own tax treatment, and its own timing decisions.
Getting those details right matters more than most people expect.
If you haven't mapped out where your retirement income is actually coming from, it might be time to take a closer look.
Book a call: https://advisor.sunlife.ca/trevor.schentag/connect/
CPP is designed to replace roughly 25% of pre-retirement earnings, up to the year's Maximum Pensionable Earnings. The rest of your income needs to come from somewhere else. Workplace pensions, RRSPs, TFSAs, OAS, investments. Each has its own rules, its own tax treatment, and its own timing decisions.
Getting those details right matters more than most people expect.
If you haven't mapped out where your retirement income is actually coming from, it might be time to take a closer look.
Book a call: https://advisor.sunlife.ca/trevor.schentag/connect/
Many people assume CPP will cover the bulk of their retirement income. It likely won't.
CPP is designed to replace roughly 25% of pre-retirement earnings, up to the year's Maximum Pensionable Earnings. The rest of your income needs to come from somewhere else. Workplace pensions, RRSPs, TFSAs, OAS, investments. Each has its own rules, its own tax treatment, and its own timing decisions.
Getting those details right matters more than most people expect.
If you haven't mapped out where your retirement income is actually coming from, it might be time to take a closer look.
Book a call: https://advisor.sunlife.ca/trevor.schentag/connect/
CPP is designed to replace roughly 25% of pre-retirement earnings, up to the year's Maximum Pensionable Earnings. The rest of your income needs to come from somewhere else. Workplace pensions, RRSPs, TFSAs, OAS, investments. Each has its own rules, its own tax treatment, and its own timing decisions.
Getting those details right matters more than most people expect.
If you haven't mapped out where your retirement income is actually coming from, it might be time to take a closer look.
Book a call: https://advisor.sunlife.ca/trevor.schentag/connect/
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