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
Health insurance products
Life insurance products
Saving, budgeting and investing
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“Retirement isn’t just a financial transition; it’s an emotional journey as well.” ❤️
Many retirees encounter challenges such as loss of identity and purpose, often compounded by financial pressures. For someone who has defined themselves by their career, the transition can lead to feelings of worthlessness and uncertainty. 😞
✨ **To prepare for these emotional hurdles:**
1. Engage in community activities to foster connections 🤝
2. Pursue hobbies that ignite your passion 🎨
3. Consider part-time work to find renewed purpose 💼
Addressing both the emotional and financial aspects of retirement is crucial for crafting a fulfilling and enjoyable journey. Let’s make the most of this new chapter! 🌅
https://advisor.sunlife.ca/brad.wigard/
#RetirementJourney #EmotionalWellbeing #FindingPurpose #RetirementPlanning #LifeAfterWork #CommunityEngagement
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Office information
