Brad Wigard Financial Solutions

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Brad Wigard Financial Solutions

101-2835 Peatt Rd
Victoria, BC V9B 3V5 | View on Google Maps

Brad Wigard

(250) 900-1770

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Brad Wigard Financial Solutions | Sun Life

Helping Gen X Families Retire On Their Terms

Most people spend decades learning how to save for retirement, but almost no one teaches them how to safely spend it without running out.

At Brad Wigard Financial Solutions, we specialize in retirement decumulation planning—helping Westshore professionals and business owners in their 50s navigate the "middle-age squeeze." We take the complexity out of retirement by turning decades of hard-earned savings into a predictable, tax-smart paycheck for life.

What We Help You Optimize:

Tax-Smart Income Structuring: Efficiently drawing down RRIFs, pensions, corporate accounts, and personal savings.
Government Benefits: Timing CPP and OAS strategies to maximize your lifetime payout.
Legacy Protection: Tax-smart wealth transfer strategies for your family.

About Brad Wigard, CFP®, CIM®

After an early career pivot out of construction led him to open his first investment account, Brad pursued a career in finance—earning his CFP® and CIM® designations and spending over 18 years in financial planning. He realized clients don’t just want investment products; they want real-life confidence, clarity, and control over their future.

Ready for clarity on your next chapter?

Visit our website to book a Strategy Session today.

Products and Services

We specialize in comprehensive retirement decumulation planning for Gen X professionals and business owners. Our services include tax-smart income structuring, pension and RRIF withdrawal strategies, CPP/OAS optimization, and estate protection—helping you turn decades of savings into a lasting income stream so you can retire on your terms.

Member Since: 2022

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	(Date: 8/16/2026)

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