Brock

Brock Chatterley,

CFP® Wealth Associate

Prior to joining the team at Inspire Wealth Management in 2022, Brock spent five years at Sun Life Global Investments where he collaborated with hundreds of Financial Advisors across British Columbia as a Wealth Sales Representative. His role primarily revolved around offering tailored solutions to meet client needs across different life stages and market conditions. This was done through investment selection, estate protection strategies and retirement income generation.

As a Certified Financial Planner® (CFP®) he is committed to providing comprehensive financial management, ensuring each client receives personalized strategies aligned with their unique circumstances and goals. With a focus on offering tailored solutions, Brock's expertise extends beyond conventional investment planning.

Inspired by his mother's success and the profound satisfaction she derives from helping individuals achieve their financial goals, Brock has embraced his role in the financial advisory and wealth management business with enthusiasm and determination. Collaborating closely with Vicki, he shares her dedication to making a positive impact in the lives of our clients.

Driven by a genuine desire to assist others in realizing their financial aspirations, Brock is committed to upholding the same standard of excellence and care that has characterized his mother's career. Together, they work tirelessly to empower individuals and families to build a secure and prosperous future.

Beyond the CFP® brock holds an Associate Degree in Business Management from Kwantlen Polytechnic University and a Financial Management Certificate from B.C.I.T.

Personal

Kitsilano is home with his wife, Amanda and their one-year-old son, Callum. This newly formed trio loves to laugh and explore the world together.

When he has the time, outside is where you’ll find Brock. Running, cycling, skiing and golfing are a few of his favourite activities.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.