Trevor Schentag - Financial Planner, Sun Life

Trevor Schentag - Financial Planner, Sun Life Financial Planner, Sun Life | President, Schentag Capital | Delivering tailored financial solutions to protect capital, grow wealth & secure your future.

I am a Sun Life advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo. Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

Running a business means your personal and financial lives are deeply connected.For incorporated professionals, good pla...
05/19/2026

Running a business means your personal and financial lives are deeply connected.
For incorporated professionals, good planning doesn't stop at investments. It spans both sides of the ledger: how your business is structured, how your income flows, and how you protect what you've built.

That's why I work alongside accountants and lawyers I trust, and bring together investment strategy, insurance, and tax efficiency under one coordinated approach.
The goal is a plan that works for your whole picture, not just part of it.

If you're a business owner who feels like your financial planning is more fragmented than it should be, I'd love to connect: https://bit.ly/4dwGzJV

Over time, it’s common for investments to end up spread across multiple accounts, institutions, and strategies.While eac...
05/15/2026

Over time, it’s common for investments to end up spread across multiple accounts, institutions, and strategies.

While each decision may have made sense on its own, the bigger picture can become harder to see.

With our expanded securities platform, we now have more flexibility to help clients bring everything together, creating a more coordinated approach to investing.

If it’s been a while since you’ve looked at how everything fits together, book a call to revisit your plan: https://bit.ly/4wuXcOK

One of the most common questions I get from clients who've paid off their home: "Do I still need insurance if my mortgag...
05/08/2026

One of the most common questions I get from clients who've paid off their home: "Do I still need insurance if my mortgage is paid off?"

Paying off your mortgage is a major milestone, but it doesn’t necessarily eliminate the need for insurance.

If your coverage was originally put in place to protect the mortgage, it’s worth revisiting how it fits into your situation today. For many clients, insurance continues to play an important role in protecting assets or income, supporting family members, or preserving wealth.

Book a call with me at: https://bit.ly/4d1mrAQ

A lot of people reach retirement with a solid portfolio and a clear number in mind. The saving part? Done right.But the ...
05/08/2026

A lot of people reach retirement with a solid portfolio and a clear number in mind. The saving part? Done right.

But the strategy that works during your accumulation years looks very different from the one you need when you're drawing down. The risk profile changes. The priorities change. And a plan that isn't adjusted for that shift can quietly undermine everything you built.

Taking CPP at the wrong time. Holding investments positioned for growth when you need income. Underestimating what healthcare and inflation will actually cost over 15 or 20 years.

The plan that built your wealth isn't always the plan that protects it.

If you haven't revisited your strategy with retirement in mind, it might be time.

Ready to take a closer look? Let's talk. Book a call here: https://bit.ly/4wdJMqt

Introducing the team behind Schentag Capital.James Harris spent 27 years running a successful automotive business before...
05/05/2026

Introducing the team behind Schentag Capital.

James Harris spent 27 years running a successful automotive business before joining Sun Life in 2003. That background isn't just a fun fact. It means when James sits down with a business owner or incorporated professional, he genuinely understands what that life looks like from the inside.

James holds his Certified Health Specialist (CHS™️) designation and has built a real specialization around investing, insurance, and tax-efficient retirement planning for business owners and professionals. If that sounds like you, reach out and connect with James directly at [email protected].

And if you want to talk cars, the love of all things automotive has never left him!

Most people think financial planning is really just about investments. Pick the right funds, watch the market, and hope ...
04/24/2026

Most people think financial planning is really just about investments. Pick the right funds, watch the market, and hope for the best.

But a real financial plan looks at the whole picture. Your income, your protection, your investments, your tax situation, and what you want to leave behind someday. When all of those pieces are connected and working together, that's when a plan actually starts doing something for you.

That's what holistic financial planning means to me. Not just a portfolio. A strategy built around your life.

If you've never had someone look at the full picture, it might be time. Book a call and let's talk through where you are and where you want to go: https://bit.ly/4e3MU1q

GICs and diversified portfolios each play a role in financial planning.GICs offer stability and a guaranteed rate of ret...
04/21/2026

GICs and diversified portfolios each play a role in financial planning.

GICs offer stability and a guaranteed rate of return over a set period, which can help reduce short-term volatility.

A diversified portfolio, which may include equities, has historically experienced more fluctuation but has also provided the potential for long-term growth that may help offset the impact of inflation.

The appropriate approach depends on factors such as time horizon, risk tolerance, and overall financial goals.

If you’re reviewing your strategy and how it aligns with your long-term plan, I’m happy to have that conversation. https://advisor.sunlife.ca/trevor.schentag/connect/

Earlier this month I had the opportunity to spend time in Mexico for a Sun Life convention, learning and connecting with...
04/17/2026

Earlier this month I had the opportunity to spend time in Mexico for a Sun Life convention, learning and connecting with peers.

While the setting was beautiful, one of the most impactful moments came from a speaker who shared her experience after losing her husband unexpectedly.

She spoke about the realities of navigating life after loss, and how much empathy can shape that experience.

It was a powerful reminder that behind every financial plan is a family, a story, and moments where guidance and understanding matter most.

This is something we think about often in our work: how we show up for clients when it matters most.

There’s always something new in the financial world. Having the right guidance can make all the difference.When you join...
04/15/2026

There’s always something new in the financial world. Having the right guidance can make all the difference.

When you join my newsletter, it’s more than just keeping up with the markets. You’ll hear from me and my team, sharing thoughts, answering questions, and helping you understand what it all means in a way that feels approachable and relevant.

I also share details about upcoming events or webinars where I walk through topics step by step, so you can feel more confident in the decisions you’re making.

Clear insights. Practical guidance. Conversations that make sense.

Sign up here: https://bit.ly/4mD6pQO

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