Bradley Wigard
Job title: Financial Planner, Sun Life, CIM®, CFP®
Languages spoken: English
Area(s) served: British Columbia
Who I work with
You're stretched in every direction:
- Still raising kids - or paying for their education
- Supporting aging parents
- Trying to figure out your own retirement timeline
- Wondering if you're paying more tax than you need to
If that's you, you're not alone and you don't have to figure it out solo.
What makes this different
Most retirement planning stops at "save more."
I focus on what happens after you save: minimizing the taxes you'll pay over your entire retirement, not just this year's return.
- CPP and OAS timing strategies
- Tax-efficient withdrawal order across RRSPs, TFSAs, and other accounts
- Estate planning that protects what you've built
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.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
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, budgeting and investing
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
How we work together
- Retirement Readiness Assessment
Where do you stand today: RRSPs, TFSAs, pensions and the pressures you're managing.
- Vision and goals
What does retiring on your terms actually look like for you?
- Income strategy design
A personalized plan: withdrawal order, CPP/OAS timing, lifetime tax minimization.
- Implementation
Clear next steps, guided every step of the way.
- Ongoing partnership
Regular check-ins as life — and tax rules — change.
Your retirement shouldn't be left to chance or to whatever's left after taxes
Stay informed
See more articles
Coverage that made sense several years ago may no longer align with your current circumstances. A new home, growing family, career change or business milestone can all affect your insurance needs.
If it's been a while since you reviewed your coverage, this may be a good time to revisit it. Let's review your current protection strategy and make sure it still fits your needs. https://advisor.sunlife.ca/brad.wigard/
If it's been a while since you reviewed your coverage, this may be a good time to revisit it. Let's review your current protection strategy and make sure it still fits your needs. https://advisor.sunlife.ca/brad.wigard/
Coverage that made sense several years ago may no longer align with your current circumstances. A new home, growing family, career change or business milestone can all affect your insurance needs.
If it's been a while since you reviewed your coverage, this may be a good time to revisit it. Let's review your current protection strategy and make sure it still fits your needs. https://advisor.sunlife.ca/brad.wigard/
If it's been a while since you reviewed your coverage, this may be a good time to revisit it. Let's review your current protection strategy and make sure it still fits your needs. https://advisor.sunlife.ca/brad.wigard/
September often brings fresh routines, new schedules and a chance to reset. It's also a great time to revisit financial goals. Whether you're saving for a home, planning a family vacation or building your emergency fund.
What's one financial goal you're focusing on this fall? Let us know in the comments below. 🍂
What's one financial goal you're focusing on this fall? Let us know in the comments below. 🍂
September often brings fresh routines, new schedules and a chance to reset. It's also a great time to revisit financial goals. Whether you're saving for a home, planning a family vacation or building your emergency fund.
What's one financial goal you're focusing on this fall? Let us know in the comments below. 🍂
What's one financial goal you're focusing on this fall? Let us know in the comments below. 🍂
Estate planning isn't only about passing on wealth. It's about helping ensure your wishes are understood and your loved ones are supported
Discussing your preferences and working with legal and tax professionals where needed can help provide greater clarity for you and your loved ones.
Reach out if you'd like to discuss strategies that could support your legacy goals.
Discussing your preferences and working with legal and tax professionals where needed can help provide greater clarity for you and your loved ones.
Reach out if you'd like to discuss strategies that could support your legacy goals.
Estate planning isn't only about passing on wealth. It's about helping ensure your wishes are understood and your loved ones are supported
Discussing your preferences and working with legal and tax professionals where needed can help provide greater clarity for you and your loved ones.
Reach out if you'd like to discuss strategies that could support your legacy goals.
Discussing your preferences and working with legal and tax professionals where needed can help provide greater clarity for you and your loved ones.
Reach out if you'd like to discuss strategies that could support your legacy goals.
Office information
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.