MCO Private Wealth - Travis Chappell CFP®

About Us

Financial Planning and Wealth Management for Mid-Career Professionals, Pre-Retirees, and Families. Local to Grey and Bruce County, Serving Ontario

My job isn’t to say yes to everything. My job is to know you, your situation, and discuss the real-life trade-offs to help you understand what’s possible.

My Process
1. Introductory Meeting: A no-obligation conversation to answer your questions and outline my practice
2. Discovery Meeting: Dig deep into your financial goals, concerns, and gather documents to build your plan
3. Roadmap Meeting: Review the plan and discuss opportunities for moving forward together
4. Implementation: Set up accounts, transfer wealth, coordinate with professionals, and implement insurance
5. Monitoring & Support: Review and update your plan annually with ongoing support as life changes

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