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
Insurance isn't just about preparing for the unexpected. It's about helping protect the people, goals and plans that matter most to you.
What gives you the greatest peace of mind?
❤️ Family
🏠 Home
💼 Business
💰 Financial future
Share below, and let's discuss protection strategies tailored to your needs.
What gives you the greatest peace of mind?
❤️ Family
🏠 Home
💼 Business
💰 Financial future
Share below, and let's discuss protection strategies tailored to your needs.
Insurance isn't just about preparing for the unexpected. It's about helping protect the people, goals and plans that matter most to you.
What gives you the greatest peace of mind?
❤️ Family
🏠 Home
💼 Business
💰 Financial future
Share below, and let's discuss protection strategies tailored to your needs.
What gives you the greatest peace of mind?
❤️ Family
🏠 Home
💼 Business
💰 Financial future
Share below, and let's discuss protection strategies tailored to your needs.
Building financial confidence doesn't always require dramatic changes.
Sometimes it's as simple as automating savings, reviewing spending habits or increasing contributions by a small amount. Consistent actions can make a difference over time.
Let's talk about practical strategies that fit your lifestyle. https://advisor.sunlife.ca/brad.wigard/
Sometimes it's as simple as automating savings, reviewing spending habits or increasing contributions by a small amount. Consistent actions can make a difference over time.
Let's talk about practical strategies that fit your lifestyle. https://advisor.sunlife.ca/brad.wigard/
Building financial confidence doesn't always require dramatic changes.
Sometimes it's as simple as automating savings, reviewing spending habits or increasing contributions by a small amount. Consistent actions can make a difference over time.
Let's talk about practical strategies that fit your lifestyle. https://advisor.sunlife.ca/brad.wigard/
Sometimes it's as simple as automating savings, reviewing spending habits or increasing contributions by a small amount. Consistent actions can make a difference over time.
Let's talk about practical strategies that fit your lifestyle. https://advisor.sunlife.ca/brad.wigard/
Major life changes, even positive ones, can affect your tax strategy, estate plans and long-term financial goals.
A business sale, inheritance, real estate purchase or family milestone may all impact your long-term plans.
Fall is an ideal time to revisit your goals.
Let's review what's changed and whether your strategy still reflects the financial future you have in mind. https://advisor.sunlife.ca/brad.wigard/
A business sale, inheritance, real estate purchase or family milestone may all impact your long-term plans.
Fall is an ideal time to revisit your goals.
Let's review what's changed and whether your strategy still reflects the financial future you have in mind. https://advisor.sunlife.ca/brad.wigard/
Major life changes, even positive ones, can affect your tax strategy, estate plans and long-term financial goals.
A business sale, inheritance, real estate purchase or family milestone may all impact your long-term plans.
Fall is an ideal time to revisit your goals.
Let's review what's changed and whether your strategy still reflects the financial future you have in mind. https://advisor.sunlife.ca/brad.wigard/
A business sale, inheritance, real estate purchase or family milestone may all impact your long-term plans.
Fall is an ideal time to revisit your goals.
Let's review what's changed and whether your strategy still reflects the financial future you have in mind. 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.