Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.

Travis Chappell

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.

Travis Chappell

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.

When I’m not in the office, I enjoy spending time with friends and family out on the town or relaxing at the family cottage. As a member of the Saugeen Shores Rotary Club, I enjoy getting to know new faces, as well as volunteering and being involved with my local community.

Job Title: Advisor, Sun Life

Phone: 226-992-0322

Email: travis.chappell@sunlife.com

Address: Owen Sound, ON

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