Trevor Schentag - Investment Advisor, Sun Life Canada Securities Inc.

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Trevor Schentag - Investment Advisor, Sun Life Canada Securities Inc.

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Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc.

Investment Advisor, Sun Life Canada Securities Inc. | Financial Planner, Sun Life | President, Schentag Wealth | Delivering tailored financial solutions to protect capital, grow wealth & secure your future. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life and its affiliates.

*Investment products and services are offered through Sun Life Canada Securities Inc.

10/14/2026

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://bit.ly/4i2ZG0t

10/12/2026

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.

10/08/2026

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://bit.ly/4hBha5h

10/07/2026

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://bit.ly/47CRAXx

10/05/2026

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.

10/02/2026

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://bit.ly/4jCY4gd

09/25/2026

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://bit.ly/3VdAcG3

09/24/2026

“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.

09/18/2026

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.

09/16/2026

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 wealth strategies, and a relationship-driven approach.

When you have confidence in your financial strategy, you have greater freedom to focus on what comes next.

Address

Ottawa, ON
K1C7B3

Telephone

+16136931619

Website

http://www.sunlife.ca/trevor.schentag

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