About

With over 25 years of experience as a CERTIFIED FINANCIAL PLANNER™, I've dedicated myself to crafting holistic financial plans that pave the way for Clients to enjoy a comfortable retirement.

Throughout my career, I've taken pride in helping Clients achieve both their short- and long-term financial aspirations. There's nothing more rewarding than witnessing the peace of mind that comes from knowing their family's future is secure. As a CERTIFIED FINANCIAL PLANNER™, I approach each Client relationship with a commitment to understanding their unique circumstances and goals.

Together, we collaborate on tailoring a personalized financial roadmap that aligns with their vision for the future. Outside of the financial realm, I've been a passionate soccer player for over 40 years.

When I'm not in the office, you'll often find me actively involved in various soccer organizations, channeling the same dedication and teamwork that I bring to my financial planning practice.

As a CERTIFIED FINANCIAL PLANNER™, I've spent 20 years helping Clients navigate their financial journeys. Holding esteemed designations like CFP™, Chartered Life Underwriter®, and Certified Health Insurance Specialist, I bring a wealth of knowledge to the table.

I focus on working with professionals in the field of medicine, law, and health care. My goal is to create comprehensive financial plans that not only meet but exceed Clients' expectations. In my practice, I prioritize building lasting professional relationships grounded in collaboration, empathy, and trust.

By listening attentively to Clients' needs and aspirations, I can tailor personalized strategies that align with their unique goals. I'm passionate about empowering individuals and families to achieve financial security and peace of mind.

Beyond the office I enjoy family time and spending time with my wife and new baby girl. 

With over 25 years of experience as a CERTIFIED FINANCIAL PLANNER™, my passion lies in instilling confidence in Clients as they transition into retirement. I thrive on fostering lasting relationships with Clients, guiding them through life's financial milestones with care and expertise. There's no greater satisfaction than knowing that Clients and their families are financially secure for the distant future.

Beyond the office, my priorities include to spending quality time with my wife and three children. Whether it's hitting the pavement for a run, lifting weights, or spending time on the greens for a round of golf, I embrace an active lifestyle that complements my dedication to both my family and Clients.

Sarah is an Associate Advisor at Clauzel Bittle Financial Solutions. Prior to joining the Clauzel Bittle team, Sarah founded a successful small business in Vancouver, which she grew to a team of over 15 people, before selling it to prioritize helping others with their financial goals. Using her experience as an entrepreneur, Sarah is able to leverage creative, effective and practical financial solutions for Clients, particularly by building strategic plans that help mitigate the financial impact of any unexpected interruptions along the way. Sarah tenaciously advocates for each Client so they can be confident knowing their future is secure. 

Outside of work, Sarah can be found exploring new North Van trails with her husband and two children. 

As an Associate Advisor, I find joy in educating, assisting, and safeguarding the financial futures of individuals, families, and businesses. With a diverse Client base ranging from business owners and doctors to lawyers and realtors, I thrive on the unique challenges presented by each Client's needs.

My approach to financial strategies is rooted in collaboration, and a genuine desire to make a positive impact. I take pride in building meaningful relationships with Clients, understanding their goals, and navigating complex financial landscapes with precision and care.

Outside of the office, you'll often find me on the golf course, indulging in my passion for the game. Whether I'm on the greens, cheering on the Canucks, or spending quality time with my loved ones—including my partner and our beloved Frenchie, Ralph—family remains at the heart of everything I do.

Let's embark on this journey together, towards financial security, peace of mind, and endless opportunities for growth and prosperity.

As an Advisor Assistant, I enjoy supporting Clients and their needs along with each advisor in our firm. I enjoy elevating the service side of our business.

I bring a strong foundation of knowledge in the business industry and am currently working diligently towards obtaining my insurance license. My enthusiasm for the financial sector drives me to continually expand my expertise and deliver exceptional support to our team and Clients.

Beyond the office, you'll often find me embracing the tranquility of the lake, indulging in outdoor adventures like boating and paddle boarding. With a blend of professional drive and a love for outdoor pursuits, I'm dedicated to making a positive impact in your financial path.