Travis Chappell, Advisor, Sun Life
Born and raised in Saugeen Shores, I am proud to serve my community as an advisor. My belief is that a financial strategy is as unique as the person it’s being made for. Prior to becoming an advisor, I completed the Financial Planning program at Conestoga College. I have since gone on to write the CERTIFIED FINANCIAL PLANNER® (CFP®) exam, and I am actively pursuing the designation. Knowledge is power, especially when it comes to planning your financial future. Clients appreciate that I am genuine, honest, and take the time to ensure they understand how the recommendations I make, align with their financial goals.
If you have a family, own a business, or value financial advice, I’m here to help. I’ll work with you to build a plan that helps you reach your goals, protect your family along the way, and ensure what’s left is passed on to those who matter most. We’ll work together to:
- Prioritize your financial goals
- Asses your current financial situation
- Develop appropriate strategies to achieve your goals
- Build a holistic plan to track progress
- Provide ongoing advice and practical solutions
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