Bradley Wigard, CIM®, QAFP*

3962 Borden Street, Suite 101 Victoria, British Columbia V8P 3H8
250-385-1471 ext. 2218

Have you thought about what financial freedom looks like? If you want to build your savings, protect you from an unexpected health event and have the peace of mind knowing you'll be able to live your retirement your way, I can help select the right mix of insurance and investments. With regular reviews, we can make adjustments to your plan as your needs change over time. As a Sun Life Financial advisor, I bring over 10 years of experience in the financial services industry to help you achieve your goals. To go along with my industry experience, I'm also proud to hold the Chartered Investment Manager (CIM®) designation. I look forward to meeting you and discussing how we'll build a strategy to help you achieve lifetime financial security. Let's talk today.

Preparing for an appointment
The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:

  • Salary or income, investments and insurance amounts
  • Pension and registered savings information
  • Assets and debts
  • Financial information for any business you own

*Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.