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.
My office is in Langford, 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
Looking at retirement
Affluent and legacy driven
Business owners
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!
Stay informed
See more articles1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
Office information
