May 14th 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.