Travis Chappell

Job title: Advisor, Sun Life

Helping your family

Whether you’re looking to protect your family from an unexpected illness, or build wealth for your own future, creating a strategy can help with your unique needs and goals. Regardless of what stage you’re in, you can feel more at peace knowing you’re protected and set up for success financially.
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How I work with you

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

Interested in learning more or have any questions? Fill out the contact form below and we can sit down to start building towards your financial future!

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Investment options

There are many different investment options to choose from. The right one for you depends on your situation and goals.

Business owners

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

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