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Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.
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.
Would $1M be enough for you to retire?
Many people have been taught to think about retirement in terms of savings goals rather than income. The truth is, retirement isn't about how much money you have, it's about what that money can do for you.
One of the most rewarding conversations we have with clients is helping them realize they may be closer to retirement than they think. Often, they've spent years focused on accumulating assets without calculating what those assets could generate in retirement income.
When we shift the conversation from portfolio value to monthly income, the picture can look very different.
That's where strategies like our Paycheque Portfolio can help. It's designed to generate consistent monthly income, helping clients turn their savings into a retirement paycheque.
If you're curious about what your investments could mean for your retirement income, we'd be happy to help you explore the possibilities.
Many people have been taught to think about retirement in terms of savings goals rather than income. The truth is, retirement isn't about how much money you have, it's about what that money can do for you.
One of the most rewarding conversations we have with clients is helping them realize they may be closer to retirement than they think. Often, they've spent years focused on accumulating assets without calculating what those assets could generate in retirement income.
When we shift the conversation from portfolio value to monthly income, the picture can look very different.
That's where strategies like our Paycheque Portfolio can help. It's designed to generate consistent monthly income, helping clients turn their savings into a retirement paycheque.
If you're curious about what your investments could mean for your retirement income, we'd be happy to help you explore the possibilities.
Would $1M be enough for you to retire?
Many people have been taught to think about retirement in terms of savings goals rather than income. The truth is, retirement isn't about how much money you have, it's about what that money can do for you.
One of the most rewarding conversations we have with clients is helping them realize they may be closer to retirement than they think. Often, they've spent years focused on accumulating assets without calculating what those assets could generate in retirement income.
When we shift the conversation from portfolio value to monthly income, the picture can look very different.
That's where strategies like our Paycheque Portfolio can help. It's designed to generate consistent monthly income, helping clients turn their savings into a retirement paycheque.
If you're curious about what your investments could mean for your retirement income, we'd be happy to help you explore the possibilities.
Many people have been taught to think about retirement in terms of savings goals rather than income. The truth is, retirement isn't about how much money you have, it's about what that money can do for you.
One of the most rewarding conversations we have with clients is helping them realize they may be closer to retirement than they think. Often, they've spent years focused on accumulating assets without calculating what those assets could generate in retirement income.
When we shift the conversation from portfolio value to monthly income, the picture can look very different.
That's where strategies like our Paycheque Portfolio can help. It's designed to generate consistent monthly income, helping clients turn their savings into a retirement paycheque.
If you're curious about what your investments could mean for your retirement income, we'd be happy to help you explore the possibilities.
Three weeks after purchasing our family cottage, I got a phone call no property owner ever wants to receive: there had been a fire.
Thankfully, no one was hurt. But in the aftermath, I was reminded how quickly circumstances can change and how little control we have over unexpected events.
The experience reinforced something I often discuss with clients: insurance isn't about expecting the worst, it's about being prepared if the unexpected happens. Protecting what you've built is just as important as building it in the first place.
When you're facing a difficult situation, the last thing you want to be stressing about is your finances. I'm grateful my family had the right coverage when we needed it most.
While our team does not focus on property insurance, helping clients with disability, life, critical illness coverage is an important part of the work we do every day, so they can know they're protected when life doesn't go according to plan.
Thankfully, no one was hurt. But in the aftermath, I was reminded how quickly circumstances can change and how little control we have over unexpected events.
The experience reinforced something I often discuss with clients: insurance isn't about expecting the worst, it's about being prepared if the unexpected happens. Protecting what you've built is just as important as building it in the first place.
When you're facing a difficult situation, the last thing you want to be stressing about is your finances. I'm grateful my family had the right coverage when we needed it most.
While our team does not focus on property insurance, helping clients with disability, life, critical illness coverage is an important part of the work we do every day, so they can know they're protected when life doesn't go according to plan.
Three weeks after purchasing our family cottage, I got a phone call no property owner ever wants to receive: there had been a fire.
Thankfully, no one was hurt. But in the aftermath, I was reminded how quickly circumstances can change and how little control we have over unexpected events.
The experience reinforced something I often discuss with clients: insurance isn't about expecting the worst, it's about being prepared if the unexpected happens. Protecting what you've built is just as important as building it in the first place.
When you're facing a difficult situation, the last thing you want to be stressing about is your finances. I'm grateful my family had the right coverage when we needed it most.
While our team does not focus on property insurance, helping clients with disability, life, critical illness coverage is an important part of the work we do every day, so they can know they're protected when life doesn't go according to plan.
Thankfully, no one was hurt. But in the aftermath, I was reminded how quickly circumstances can change and how little control we have over unexpected events.
The experience reinforced something I often discuss with clients: insurance isn't about expecting the worst, it's about being prepared if the unexpected happens. Protecting what you've built is just as important as building it in the first place.
When you're facing a difficult situation, the last thing you want to be stressing about is your finances. I'm grateful my family had the right coverage when we needed it most.
While our team does not focus on property insurance, helping clients with disability, life, critical illness coverage is an important part of the work we do every day, so they can know they're protected when life doesn't go according to plan.
"When can I actually retire?" It's one of the most common questions that comes up in financial planning conversations, and it's rarely as simple as picking a number.
The answer depends on what retirement actually looks like for you. The income you'll need, when you want to stop working, and how long that chapter needs to last.
From there, the plan works backwards. What needs to be in place, by when, and how each piece fits together to help get you there.
You may be closer than you think, let's start the conversation: https://advisor.sunlife.ca/trevor.schentag/connect/
The answer depends on what retirement actually looks like for you. The income you'll need, when you want to stop working, and how long that chapter needs to last.
From there, the plan works backwards. What needs to be in place, by when, and how each piece fits together to help get you there.
You may be closer than you think, let's start the conversation: https://advisor.sunlife.ca/trevor.schentag/connect/
"When can I actually retire?" It's one of the most common questions that comes up in financial planning conversations, and it's rarely as simple as picking a number.
The answer depends on what retirement actually looks like for you. The income you'll need, when you want to stop working, and how long that chapter needs to last.
From there, the plan works backwards. What needs to be in place, by when, and how each piece fits together to help get you there.
You may be closer than you think, let's start the conversation: https://advisor.sunlife.ca/trevor.schentag/connect/
The answer depends on what retirement actually looks like for you. The income you'll need, when you want to stop working, and how long that chapter needs to last.
From there, the plan works backwards. What needs to be in place, by when, and how each piece fits together to help get you there.
You may be closer than you think, let's start the conversation: 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/
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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