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Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.

This holiday season, give your children the gift of protection. Having insurance for our children has the benefit of protecting them now and the ability to transfer that protection to them in the future. Let's explore your options for children's solutions together, connect with me today

Phone: 226-992-0322
Email: travis.chappell@sunlife.com
Schedule an Appointment: https://bit.ly/4dsrIPA
More Ways to Stay Connected: https://linktr.ee/travischappellsl
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#protection #protectionplan #lifestyle #lifestyleprotection #incomeprotection #lifeinsurance #terminsurance #wholelifeinsurance #participatinginsurance #criticalillness #criticalillnessinsurance #disability #disabilityinsurance #ontario #advisor

Fixed Income in Focus: Rethinking Cash Allocations

Boost your knowledge with this helpful article.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

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Have you heard about the new Sun Life Term Insurance for Diabetes? People with Type 1, 2, gestational or pre-diabetes can get coverage to help protect their loved ones. Book some time with me. You deserve the peace of mind that comes with protecting what matters most.

Accelerate your retirement savings with the RRSP! The Registered Retirement Savings Plan can help you save for those golden years through the power of:
- Tax Deductible Contributions
- Tax Sheltered Investment Income
- Tax Deferred Income
Do you have questions about the RRSP? Connect with me to learn more

Phone: 226-992-0322
Email: travis.chappell@sunlife.com
Schedule an Appointment: https://bit.ly/4dsrIPA
More Ways to Stay Connected: https://linktr.ee/travischappellsl
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#RRSP #RRIF #tax #deduction #retirement #saving #retirementsavings #investing #investments #mutualfunds #GICs #advice #oneplan #ontario

November is Financial Literacy Month. It’s the perfect time for a financial checkup. Do you have any questions about personal insurance, investment accounts, or need the assistance of a licensed professional? I've got you covered, connect with me today

Phone: 226-992-0322
Email: travis.chappell@sunlife.com
Schedule an Appointment: https://bit.ly/4dsrIPA
More Ways to Stay Connected: https://linktr.ee/travischappellsl
Like & Follow for More Health & Wealth Content!

#oneplan #protection #lifestyle #incomeprotection #lifestyleprotection #wealth #wealthbuilding #retirement #retirementplanning #education #educationplanning #legacy #legacyplanning #succession #successionplanning #estate #estateplanning

The 2025 tax season will be here before we know it. Now is the time to get ahead of it to ensure there aren't any surprises. Do you have a plan to minimize taxes now and in the future? If not, let's connect and get you started on your financial journey

Phone: 226-992-0322
Email: travis.chappell@sunlife.com
Schedule an Appointment: https://bit.ly/4dsrIPA
More Ways to Stay Connected: https://linktr.ee/travischappellsl
Like & Follow for More Health & Wealth Content!

#oneplan #protection #lifestyle #incomeprotection #lifestyleprotection #wealth #wealthbuilding #retirement #retirementplanning #education #educationplanning #legacy #legacyplanning #succession #successionplanning #estate #estateplanning

Are you a Canadian living with diabetes? You may face challenges but getting life insurance doesn’t have to be one of them. Sun Life Term Insurance for Diabetes provides a holistic solution for Canadians living with type 1, type 2, diagnosed pre-diabetes, or gestational diabetes. Let's put a protection plan in place for you and your family, connect with me today

Phone: 226-992-0322
Email: travis.chappell@sunlife.com
Schedule an Appointment: https://bit.ly/4dsrIPA
More Ways to Stay Connected: https://linktr.ee/travischappellsl
Like & Follow for More Health & Wealth Content!

#diabetes #diabetic #type1diabetes #type2diabetes #insurance #lifeinsurance #terminsurance #protection #protectionplan #ontario

Tax rules for retirees turning 65 or 71

Access helpful resources on financial knowledge developed by professionals in the industry.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

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Your financial goals require the attention they deserve to ensure you're on track to reaching them without taking excessive risk. Let me help you with ongoing monitoring and ensuring your investments are suitable to reach your goals. Let's set up a time to prioritize your financial goals and put a plan in place to help reach them

Phone: 226-992-0322
Email: travis.chappell@sunlife.com
Schedule an Appointment: https://bit.ly/4dsrIPA
More Ways to Stay Connected: https://linktr.ee/travischappellsl
Like & Follow for More Health & Wealth Content!

#investing #investments #mutualfunds #GICs #annuities #segregatedfunds #RRSP #RRIF #TFSA #RESP #FHSA #RDSP #LIRA #NonRegistered #timevalueofmoney #risk #diversification #ontario

November is Financial Literacy Month! Let’s work together to strengthen your financial knowledge and empower you to save for the future. If you have any questions about personal insurance, investment accounts, or need the assistance of a licensed professional, reach out to me! You can reach out either by phone, email, or schedule an appointment yourself with the link below

Phone: 226-992-0322
Email: travis.chappell@sunlife.com
Schedule an Appointment: https://bit.ly/4dsrIPA
More Ways to Stay Connected: https://linktr.ee/travischappellsl
Like & Follow for More Health & Wealth Content!

#oneplan #protection #lifestyle #incomeprotection #lifestyleprotection #wealth #wealthbuilding #retirement #retirementplanning #education #educationplanning #legacy #legacyplanning #succession #successionplanning #estate #estateplanning

Planning for the future has never been more important! With a comprehensive estate plan, you can create a tax efficient wealth transfer and create a lasting legacy for your loved ones. Don't wait to plan out your legacy, connect with me today to get started

Phone: 226-992-0322
Email: travis.chappell@sunlife.com
Schedule an Appointment: https://bit.ly/4dsrIPA
More Ways to Stay Connected: https://linktr.ee/travischappellsl
Like & Follow for More Health & Wealth Content!

#estate #estateplanning #legacy #wealth #wealthtransfer #successionplanning #insurance #insuranceplanning #oneplan #will #powerofattorney #ontario #portelgin #southampton #saugeenshores #owensound #paisley #saublebeach

The older your kids are, the tougher it can be for them to qualify for life insurance. It also becomes more expensive as time goes on. The best thing you can do is insure them now to help ensure they'll be covered when their needs for insurance change. Let's book a time to review options on how to lock in their health, connect with me today

Phone: 226-992-0322
Email: travis.chappell@sunlife.com
Schedule an Appointment: https://bit.ly/4dsrIPA
More Ways to Stay Connected: https://linktr.ee/travischappellsl
Like & Follow for More Health & Wealth Content!

#protection #lifestyle #incomeprotection #lifestyleprotection #lifeinsurance #terminsurance #wholelifeinsurance #criticalillness #criticalillnessinsurance #disability #disabilityinsurance #protection #incomeprotection #protectionplan #ontario #portelgin #southampton #saugeenshores #owensound #paisley #saublebeach

Allocation Views: Balanced risk across assets

Dive into expert insights on building and preserving wealth in today’s economic landscape.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

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A tax efficient wealth transfer is more than just knowing what you have and who you would like to give it to. With countless products and solutions out there, it can be hard to determine what the best way to leave a legacy is. That's where I come in. Let me help simplify your wealth transfer and build a plan that you can be proud of. Connect with me today

Phone: 226-992-0322
Email: travis.chappell@sunlife.com
Schedule an Appointment: https://bit.ly/4dsrIPA
More Ways to Stay Connected: https://linktr.ee/travischappellsl
Like & Follow for More Health & Wealth Content!

#estate #estateplanning #legacy #wealth #wealthtransfer #successionplanning #insurance #insuranceplanning #oneplan #will #powerofattorney #ontario #portelgin #southampton #saugeenshores #owensound #paisley #saublebeach

It’s small business week. As a small business owner, now is the time to sit down with an advisor to plan out a financial roadmap for yourself and your business. Let's build a plan that takes into account your current savings and future withdrawals, succession and estate planning, and protection for your family and your business. Connect with me today to get started

Phone: 226-992-0322
Email: travis.chappell@sunlife.com
Schedule an Appointment: https://bit.ly/4dsrIPA
More Ways to Stay Connected: https://linktr.ee/travischappellsl
Like & Follow for More Health & Wealth Content!

#business #familybusiness #smallbusiness #partnership #corporation #businessplanning #shareholder #shareholderagreement #buysellagreement #keyperson #keypersoninsurance #successionplanning #lifeinsurance #criticalillness #criticalillnessinsurance #ontario #portelgin #southampton #saugeenshores #owensound #paisley #saublebeach

This fall, let's take a look at how Critical Illness Insurance help's protect your income while you take the time off work to recover. This type of policy can help replace your income while you're unable to work, pay for unexpected medical expenses, and protect your retirement savings against an early withdrawal. Don't wait for an unexpected illness to derail your financial future, connect with me today to lock in your health and your future

Phone: 226-992-0322
Email: travis.chappell@sunlife.com
Schedule an Appointment: https://bit.ly/4dsrIPA
More Ways to Stay Connected: https://linktr.ee/travischappellsl
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#criticalillness #criticalillnessinsurance #cancer #heartattack #stroke #coronarybypass #adults #children #lifeinsurance #disabilityinsurance #protection #incomeprotection #protectionplan #ontario #portelgin #southampton #saugeenshores #owensound #paisley #saublebeach

Strategies to maximize TFSA benefits

Access helpful resources on financial knowledge developed by professionals in the industry.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

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A comprehensive insurance solution can help shield business owners from unforeseen events:
- Loss of a Key Employee
- A Serious Illness of an Employee or Shareholder
- Funding Shareholder Agreements
Don't wait to discuss how these solutions can help protect your business from the financial burden they can create. Connect with me today

Phone: 226-992-0322
Email: travis.chappell@sunlife.com
Schedule an Appointment: https://bit.ly/4dsrIPA
More Ways to Stay Connected: https://linktr.ee/travischappellsl
Like & Follow for More Health & Wealth Content!

#business #familybusiness #smallbusiness #partnership #corporation #businessplanning #shareholder #shareholderagreement #buysellagreement #keyperson #keypersoninsurance #successionplanning #lifeinsurance #criticalillness #criticalillnessinsurance #ontario #portelgin #southampton #saugeenshores #owensound #paisley #saublebeach

Budget calculator

Do you know what goes into a #budget?

Include basic living expenses like:
✔️Housing
✔️Food
✔️Transportation
✔️Clothing

Put aside spending money, but don’t include expenses like:
❌dining out,
❌weekend trips,
❌or leisure and hobbies

Looking for a tool to help you get your spending on track? Check out Sun Life's budget calculator.

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This weekend! Come out to the 39th annual Port Elgin Pumpkinfest where my business partner, Jessica Kearns, and I will be there! We'll have a booth set up with lot's of information for families and business owners, games and prizes for the kids, and a gift basket giveaway for the parents! Come stop by for your chance to win some great prizes and ask me about how I work with clients to help them achieve a lifetime of financial security and live healthier lives

Phone: 226-992-0322
Email: travis.chappell@sunlife.com
Schedule an Appointment: https://bit.ly/4dsrIPA
More Ways to Stay Connected: https://linktr.ee/travischappellsl
Like & Follow for More Health & Wealth Content!

#lifeinsurance #terminsurance #wholelifeinsurance #criticalillnessinsurance #disabilityinsurance #groupbenefits #investing #mutualfunds #GICs #annuities #segregatedfunds #retirement #retirementplanning #estateplanning #successionplanning #educationsavings #RRSP #RRIF #TFSA #RESP #FHSA #RDSP #LIRA #LRIF #NonRegistered #ontario #saugeenshores #owensound #paisley #saublebeach

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