Bradley Wigard
Job title: Financial Planner, Sun Life, CFP®, CIM
Languages spoken: English
Area(s) served: British Columbia
Trustworthy advice you can count on
Helping Clients throughout British Columbia for over 15 years
Helping Clients throughout British Columbia for over 15 years
In life, everyone has their own set of challenges, opportunities and dreams. Not all of them have to do with finances. Clients I work with celebrate me for helping them create peace of mind and clarity through achievable financial plans. My mission is simple - to listen, empathize and provide thoughtful holistic solutions in all areas of Clients' life.
My office is in Victoria, British Columbia. I look forward to meeting you and discussing how I can help you achieve lifetime financial security. Contact my office to book a virtual or in-person appointment. Let's talk.
Financial planning for business owners and pre-retirees
Are you a busy professional or business owner? You’ve worked hard to build your business, let me help you retire with confidence.
Your financial plan should be as unique as you. When working together, I take the time to dig deep to understand your needs and 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 gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
What you can expect
When we begin working together, every step of the way starts with you and is shaped by your requirements and aspirations. You can expect to follow the steps below:
- Discovery. Let’s get to know each other. I want to understand where you are now.
- Develop. What are you looking for and what is your vision of success? Let’s develop a shared understanding of your needs.
- Formulate. From there, I’ll create your customized financial plan based on what is most important to you at the moment.
- Implement. I’m here for you throughout the implementation process. You’ll receive clear action steps with unparalleled service.
- Review. Once you’re set up, we’ll have regular touchpoints to assess your progress and make adjustments.
Stay informed
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Retirement savings calculator
Net worth calculator
How to keep more of your retirement income and pay less tax
Office information
