About Vicki Chatterley, CFP^®, CLU, EPC

PROFESSIONAL BACKGROUND:

For the past 23 years, I have been working with families primarily in the South Delta and White Rock area. As a Certified Financial Planner (CFP), I adhere to the highest internationally recognized standards of competence and ethical practice, as set out by the Financial Planners Standards Council. My clients have come to expect me to stay abreast of current tax laws and investment products that might be used to their advantage. As a professional financial advisor, I strive to provide value to my clients in the areas of investing, financial planning, tax and estate planning.

INVESTMENT STRATEGIES & SOLUTIONS:

I strongly believe that, in order to provide customized solutions, I can serve only a limited number of clients. Together, with my team, my clients continue to enjoy first class service knowing that any administrative or trading related items are dealt with swiftly and professionally. My team and I have engaged a comprehensive network of local professionals capable of serving your legal, tax and real estate needs as they arise. This allows you to have confidence that my level of service will not diminish as my practice grows.

Working for Raymond James, an independent firm, allows me full access to “best in breed” products and managers to construct your portfolio. This is in part what differentiates a customized solution from a “cookie cutter” approach.

PERSONAL:

I live in White Rock with my husband Derek where we have raised our two sons Brock and Kyle. My passion for providing financial solutions for the vast array of challenges presented throughout one’s lifetime started in 1981 when I began my career in my hometown of Winnipeg, Manitoba.

Our move in 1994 to the beautiful west coast provided the opportunity to continue my practice and, when not working, play golf almost year round. Although I still consider myself a fair weather golfer!

I welcome the privilege and opportunity to meet with you!