MCO Private Wealth - Travis Chappell CFP®

About Us

For Those Who Want More From Their Advisor

My name is Travis Chappell, a Certified Financial Planner® with MCO Private Wealth. Born and raised in Saugeen Shores, I’m proud to call this place home. I currently serve clients in the community, across the province, and 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: Setup accounts and transfer wealth, implement insurance solutions, 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