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
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 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 articles- 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.
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
Office information
