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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.
Next week! I will be speaking at the Kickstart Conference hosted by the Saugeen Shores Chamber of Commerce! This energizing morning event features 7 speakers sharing their knowledge to help you and your business thrive in 2025. Let's start 2025 on a high note, get your ticket today!
When: January 16th, 2024 from 7:30 - 10:30AM
Where: 1020 Goderich St, Port Elgin, Powerlink
If you have questions about what I do as an Advisor, or the products and services I offer, connect with me today to book a discovery meeting
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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#advisor #oneplan #protection #lifestyle #lifestyleprotection #incomeprotection #insurance #wealth #wealthbuilding #retirement #retirementplanning #education #educationplanning #investing #business #smallbusiness #businessplanning #legacy #legacyplanning #succession #successionplanning #estate #estateplanning #ontario
When: January 16th, 2024 from 7:30 - 10:30AM
Where: 1020 Goderich St, Port Elgin, Powerlink
If you have questions about what I do as an Advisor, or the products and services I offer, connect with me today to book a discovery meeting
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!
#advisor #oneplan #protection #lifestyle #lifestyleprotection #incomeprotection #insurance #wealth #wealthbuilding #retirement #retirementplanning #education #educationplanning #investing #business #smallbusiness #businessplanning #legacy #legacyplanning #succession #successionplanning #estate #estateplanning #ontario
Five financial goals to achieve this year
Take control of your personal finances by understanding the industry better. Check out these resources to get started.
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.
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.
January 16th! I will be speaking at the Kickstart Conference hosted by the Saugeen Shores Chamber of Commerce! This energizing morning event features 7 speakers sharing their expertise to help you and your business thrive in 2025. Enjoy a delicious breakfast while gaining valuable insights and making meaningful connections!
When: January 16th, 2024 from 7:30 - 10:30AM
Where: 1020 Goderich St, Port Elgin, Powerlink
If you have questions about what I do as an Advisor, or the products and services I offer, connect with me today to book a discovery meeting
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!
#advisor #oneplan #protection #lifestyle #lifestyleprotection #incomeprotection #insurance #wealth #wealthbuilding #retirement #retirementplanning #education #educationplanning #investing #business #smallbusiness #businessplanning #legacy #legacyplanning #succession #successionplanning #estate #estateplanning #ontario
When: January 16th, 2024 from 7:30 - 10:30AM
Where: 1020 Goderich St, Port Elgin, Powerlink
If you have questions about what I do as an Advisor, or the products and services I offer, connect with me today to book a discovery meeting
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!
#advisor #oneplan #protection #lifestyle #lifestyleprotection #incomeprotection #insurance #wealth #wealthbuilding #retirement #retirementplanning #education #educationplanning #investing #business #smallbusiness #businessplanning #legacy #legacyplanning #succession #successionplanning #estate #estateplanning #ontario
Wishing you and your family a Very Merry Christmas and Happy Holiday season! I look forward to working with you in the new year to help you achieve a lifetime of financial security and live a happy, healthier life
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!
#advisor #oneplan #protection #lifestyle #lifestyleprotection #incomeprotection #insurance #wealth #wealthbuilding #retirement #retirementplanning #education #educationplanning #investing #business #smallbusiness #businessplanning #legacy #legacyplanning #succession #successionplanning #estate #estateplanning #ontario
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!
#advisor #oneplan #protection #lifestyle #lifestyleprotection #incomeprotection #insurance #wealth #wealthbuilding #retirement #retirementplanning #education #educationplanning #investing #business #smallbusiness #businessplanning #legacy #legacyplanning #succession #successionplanning #estate #estateplanning #ontario
Mark your calendars! The RRSP contribution deadline is March 3. Now is the time to sit down and review your investments to ensure you're on track to reach your retirement goals. As an Advisor with Sun Life, I have access to:
- More than 11,000 mutual funds from 40 fund companies
- Segregated funds, GICs, and a annuities
- One Plan, an industry leading planning software
If you have questions about your RRSP, your investments, or the products and services I offer, let's connect for a discovery meeting
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!
#advisor #oneplan #protection #lifestyle #lifestyleprotection #incomeprotection #insurance #wealth #wealthbuilding #retirement #retirementplanning #education #educationplanning #investing #business #smallbusiness #businessplanning #legacy #legacyplanning #succession #successionplanning #estate #estateplanning #ontario
- More than 11,000 mutual funds from 40 fund companies
- Segregated funds, GICs, and a annuities
- One Plan, an industry leading planning software
If you have questions about your RRSP, your investments, or the products and services I offer, let's connect for a discovery meeting
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!
#advisor #oneplan #protection #lifestyle #lifestyleprotection #incomeprotection #insurance #wealth #wealthbuilding #retirement #retirementplanning #education #educationplanning #investing #business #smallbusiness #businessplanning #legacy #legacyplanning #succession #successionplanning #estate #estateplanning #ontario
Save the date! I will be speaking at the Kickstart Conference hosted by the Saugeen Shores Chamber of Commerce! This energizing morning event features 7 speakers sharing their expertise to help you and your business thrive in 2025. Enjoy a delicious breakfast while gaining valuable insights and making meaningful connections!
When: January 16th, 2024 from 7:30 - 10:30AM
Where: 1020 Goderich St, Port Elgin, Powerlink
If you're looking to start 2025 on a high note, let's connect today and start prioritizing your goals and put a plan in place to help reach them!
This energizing morning event features 7 amazing speakers sharing their expertise to help you and your business thrive in 2025. Enjoy a delicious breakfast while gaining valuable insights and making meaningful connections!
#advisor #oneplan #protection #lifestyle #lifestyleprotection #incomeprotection #insurance #wealth #wealthbuilding #retirement #retirementplanning #education #educationplanning #investing #business #smallbusiness #businessplanning #legacy #legacyplanning #succession #successionplanning #estate #estateplanning #ontario
When: January 16th, 2024 from 7:30 - 10:30AM
Where: 1020 Goderich St, Port Elgin, Powerlink
If you're looking to start 2025 on a high note, let's connect today and start prioritizing your goals and put a plan in place to help reach them!
This energizing morning event features 7 amazing speakers sharing their expertise to help you and your business thrive in 2025. Enjoy a delicious breakfast while gaining valuable insights and making meaningful connections!
#advisor #oneplan #protection #lifestyle #lifestyleprotection #incomeprotection #insurance #wealth #wealthbuilding #retirement #retirementplanning #education #educationplanning #investing #business #smallbusiness #businessplanning #legacy #legacyplanning #succession #successionplanning #estate #estateplanning #ontario
Principles for investing success in four figures | Vanguard Canada
Check out this new resource I found!
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.
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.
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
Like & Follow for More Health & Wealth Content!
#protection #protectionplan #lifestyle #lifestyleprotection #incomeprotection #lifeinsurance #terminsurance #wholelifeinsurance #participatinginsurance #criticalillness #criticalillnessinsurance #disability #disabilityinsurance #ontario #advisor
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 #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.
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.
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
Like & Follow for More Health & Wealth Content!
#RRSP #RRIF #tax #deduction #retirement #saving #retirementsavings #investing #investments #mutualfunds #GICs #advice #oneplan #ontario
- 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
Like & Follow for More Health & Wealth Content!
#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
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
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
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.
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.
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
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
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
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
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.
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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