MCO Private Wealth - Travis Chappell

About Us

For Those Who Want More From Their Financial Advisor

My name is Travis Chappell, an independent Financial Advisor with MCO Private Wealth. Born and raised in Saugeen Shores, I’m proud to call this place home and serve clients in my community and across the province. As well, I currently serve as President of the Rotary Club of Saugeen Shores.

I believe in Honest and Transparent Financial Advice. No hidden fees and no product recommendations before a thorough analysis has been completed. To me, financial planning is more than buying insurance, setting up a savings account, and hoping for the best.

Before making any recommendations, I take the time to understand where you are today. If we’re a mutual fit, we’ll begin to gather your financial documents, analyze your situation, and build a plan to identify opportunities across:
• Cashflow & Debt Planning
• Wealth Management
• Insurance Planning
• Retirement Income Planning
• Estate Preservation

My Process
1. Initial Discovery: A free, no-obligation conversation to answer your questions, outline my practice, and ensure we're a good fit
2. Analysis: Gather financial documents, create a comprehensive plan, and identify opportunities
3. Reconvene: Discuss opportunities and potential for moving forward
4. Implementation: Only then will we begin to set up accounts, transfer assets, and coordinate with legal/tax specialists
5. Periodic Review: Review and update your plan at least annually or as life changes

To discuss your financial goals or explore working together, click below to schedule a no-obligation introductory call