Bradley Wigard
Job title: Financial Planner, Sun Life, CFP®, CIM
Languages spoken: English
Area(s) served: British Columbia
Take control of your financial future
Your financial journey is as unique as you are, and it deserves a customized strategy that aligns with your goals. As you approach retirement or explore new opportunities in this exciting chapter of life, having a robust financial plan is crucial. We’re here to help you protect what matters most and chart a clear course for your future. Reach out to us today and let’s make sure you’re ready for whatever comes next!
Guiding individuals and families throughout BC for more then 15 years
Life presents us with a unique blend of challenges, opportunities and dreams, many of which go beyond just finances. The Clients I work with appreciate my dedication to providing peace of mind and clarity through personalized financial plans that reflect their specific needs. My mission is straightforward: to listen, understand and deliver holistic solutions that encompass all aspects of your life.
With an office in Langford, B.C., I provide convenient in-person consultations, as well as virtual services to Clients across 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.
Products and services
Health insurance products
Life insurance products
Mortgage protection insurance
My FIT process
When you embark on this journey with me, every step is centered around your unique needs and aspirations. Here’s what you can expect as we determine if we’re the right fit to work together:
**Discovery**: Let’s take this opportunity to get to know each other. I want to understand your current situation and where you stand.
**Develop**: What are you striving for? What does success look like for you? Together, we’ll create a shared understanding of your goals.
**Formulate**: Based on our discussions, I’ll craft a personalized financial plan that reflects your top priorities right now.
**Implement**: I’ll support you throughout the implementation phase, providing clear action steps and exceptional service every step of the way.
**Review**: After your plan is in motion, we’ll schedule regular check-ins to track your progress and make any necessary adjustments.
Let’s work together to create a financial strategy that truly fits your life!
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Reach out to start your journey!
Reach out to start your journey!
Financial advice that fits your needs. Let Sun Life One Plan help.
Take control of your financial future. Reach out today to get started!
#RetirementPlanning #SunLifeOnePlan
Reach out to discuss how we can help you build a brighter future for both you and your company.
Reach out to discuss how we can help you build a brighter future for both you and your company.
Office information
