Travis Chappell - Sun Life

About Us

Born and raised in Saugeen Shores, I am proud to serve my community as an advisor. My belief is that a financial plan 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.