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
Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financial roadmap so you can track your progress and plan for what matters most.
Ready to get started? Let's connect. https://advisor.sunlife.ca/brad.wigard/
#SunLifeOnePlan #SunLife
Ready to get started? Let's connect. https://advisor.sunlife.ca/brad.wigard/
#SunLifeOnePlan #SunLife
Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financial roadmap so you can track your progress and plan for what matters most.
Ready to get started? Let's connect. https://advisor.sunlife.ca/brad.wigard/
#SunLifeOnePlan #SunLife
Ready to get started? Let's connect. https://advisor.sunlife.ca/brad.wigard/
#SunLifeOnePlan #SunLife
As we look ahead to 2027, it's a great moment to reflect. What worked financially this year? What could you improve? Taking time to review your goals helps you stay on track.
Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://advisor.sunlife.ca/brad.wigard/
Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://advisor.sunlife.ca/brad.wigard/
As we look ahead to 2027, it's a great moment to reflect. What worked financially this year? What could you improve? Taking time to review your goals helps you stay on track.
Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://advisor.sunlife.ca/brad.wigard/
Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://advisor.sunlife.ca/brad.wigard/
Business owners spend years building a successful company, but many give less thought to what happens when they're ready to step away.
Whether retirement is 5 years away or 15, having a succession strategy in place can help you identify ways to protect what you've built and preserve its value.
Let's explore ways to help prepare your business and personal finances for whatever comes next. https://advisor.sunlife.ca/brad.wigard/
Whether retirement is 5 years away or 15, having a succession strategy in place can help you identify ways to protect what you've built and preserve its value.
Let's explore ways to help prepare your business and personal finances for whatever comes next. https://advisor.sunlife.ca/brad.wigard/
Business owners spend years building a successful company, but many give less thought to what happens when they're ready to step away.
Whether retirement is 5 years away or 15, having a succession strategy in place can help you identify ways to protect what you've built and preserve its value.
Let's explore ways to help prepare your business and personal finances for whatever comes next. https://advisor.sunlife.ca/brad.wigard/
Whether retirement is 5 years away or 15, having a succession strategy in place can help you identify ways to protect what you've built and preserve its value.
Let's explore ways to help prepare your business and personal finances for whatever comes next. https://advisor.sunlife.ca/brad.wigard/
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.