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.
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.
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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