Brad Wigard, CFP® CIM®

Brad Wigard, CFP® CIM®, is a Financial Planner at Sun Life based in British Columbia, Canada.13 He has been helping clients reach their health and wealth goals since 2008.1 As a Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®), Brad specializes in breaking down complex financial concepts into understandable terms for his clients.1

Professional Background

Brad works as a Financial Advisor for Sun Life Financial, offering comprehensive financial planning services.2 His expertise includes:

• Estate planning
• Retirement planning
• Tax minimization strategies
• Wealth management

Location and Contact

Brad Wigard is based in Victoria, British Columbia.3 Clients can reach him for financial advice and planning services through the following contact information:

• Phone: 604-368-9553
• Email: brad.wigard@sunlife.com2

Professional Affiliations

Brad is a member of the Estate Planning Council of Canada, further demonstrating his expertise in estate planning and wealth management.4

Approach to Financial Planning

Brad's approach to financial planning is client-centered and focused on helping individuals achieve their long-term financial goals. He emphasizes the importance of:

• Developing tailored strategies for each client's unique needs
• Addressing retirement planning, including part-time work considerations
• Focusing on estate planning as wealth grows5

As a financial advisor, Brad Wigard aims to provide comprehensive guidance to his clients, helping them navigate complex financial decisions and plan for a secure future.6