Clauzel Bittle Financial Solutions Inc.
Area(s) served: Vancouver, Fraser Valley & Lower Mainland
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Supporting families, business owners and professional Corporations
Together, we work towards implementing a customized financial plan that helps meet your goals and objectives. Our job is to take the time to carefully assess and truly understand your unique needs.
We work with:
- millennials and families,
- business owners and entrepreneurs,
- pre-retirees and retirees,
- high net worth individuals and
- doctors.
We have offices in Langley and Vancouver, British Columbia. We offer in person and virtual appointments to Clients throughout the Lower mainland. Contact our office to get started.
We commit to
- Doing what is best for you and helping you maximize the value you receive through our team approach.
- Taking the time to assess your specific needs and your overall vision.
- Helping you stay on track to achieve your goals and reach your future objectives.
- Being prompt on answering your questions and addressing your concerns.
- Helping you sleep at night knowing you are protected.
Our commitment doesn’t end there. Achieving our goal of building a professional financial services practice means building long term relationships with Clients. Life changes, and with it, so do your financial planning needs. That’s why we will always take a “service first” approach. We stay in touch on an ongoing basis, making certain your current plan is meeting your needs and helping you achieve your goals.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Saving and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Our step-by-step customized process to support your vision
- Introduction. Share our core values and discover yours.
- Goals and fact-find. Explore your financial goals.
- Customize a plan. Tailor the plan to your unique situation and vision.
- Recommend and implement strategies. Find solutions to capture opportunities and mitigate concerns.
- Monitor and review. Meet regularly to review and monitor the strategies.
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