
Bradley Wigard
Job title: Financial Planner, Sun Life, CFP®, CIM
Languages spoken: English
Area(s) served: British Columbia
Empowering you to help secure your financial future
Your financial journey deserves a personalized approach tailored to your unique goals and aspirations. Whether you're on the brink of retirement, navigating this significant life transition, or finding new opportunities in your later years, having a solid financial plan is essential. Together we can help safeguard what matters most to you and create a clear pathway toward your future. Connect with us today and embark on this journey, let's ensure you're prepared for what lies ahead.
Guiding individuals and families throughout BC for more then 15 years
In life, we all face a unique mix of challenges, opportunities, and aspirations, many of which extend beyond our finances. The people I work with value my commitment to delivering peace of mind and clarity through achievable financial plans designed for your specific needs. My mission is simple: to listen, empathize, and provide thoughtful holistic solutions that address all facets of your lives together.
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.

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.
Looking at retirement
Everyone’s dream retirement will look a little different. That’s why it’s important to make a custom retirement plan.
Affluent and legacy driven
It’s time to make a concrete legacy plan so you don’t have to worry about what will happen when you’re gone.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
My FIT process
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 to see if we are a fit to work together:
- 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.
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Certain terms and conditions may apply. Contact me for more information.

Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.