May 12th Event - Beyond the Paycheque, Tax-efficient Income Planning in Retirement
Speaker:
Brad Wigard is a Victoria-based Financial Planner dedicated to helping Gen X professionals and business owners navigate the "middle-age squeeze." Specializing in the transition from accumulation to strategic decumulation, Brad uses his proprietary Retire on Your Terms blueprint to bring coordination to complex financial lives.
With over 18 years experience and both the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations, Brad provides expert guidance on retirement decisions, including CPP/OAS optimization, tax-efficient withdrawal sequencing, and passing wealth on to the next generation.
His practice is built on "Proactive Coordination"—ensuring that retirement income, tax strategies, and legacy goals work in synergy.
Event Details
For many clients, the transition from accumulation to decumulation represents one of the most complex phases of financial planning. While much attention is given to building capital during the working years, the strategy used to draw down investment assets in retirement plays a critical role in determining tax efficiency, income sustainability, and overall financial outcomes.
Please join us for Beyond the Paycheque – Tax‑Efficient Income Planning in Retirement, an informative session presented by Brad Wigard, CFP®, CIM®.
This session is designed for advisors who work collaboratively across estates, tax, and financial planning, and will explore practical considerations for integrating retirement income planning into broader estate plans.