Bradley Wigard

Job title: Financial Planner, Sun Life, CFP®, CIM

Languages spoken: English

Area(s) served: British Columbia

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.
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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 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.

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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:

  1. Discovery. Let’s get to know each other. I want to understand where you are now.
  2. Develop. What are you looking for and what is your vision of success? Let’s develop a shared understanding of your needs.
  3. Formulate. From there, I’ll create your customized financial plan based on what is most important to you at the moment.
  4. Implement. I’m here for you throughout the implementation process. You’ll receive clear action steps with unparalleled service.
  5. Review. Once you’re set up, we’ll have regular touchpoints to assess your progress and make adjustments.

Stay informed

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Seven taxes on investments you need to know about

Seven taxes on investments you need to know about

Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.
Retirement savings calculator

Retirement savings calculator

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
Net worth calculator

Net worth calculator

What’s your net worth? It’s the total value of everything you own, minus your liabilities (debts). Use this net worth calculator to see how your net worth...

Office information

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We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.