Casey Brake - Advisor, Sun Life

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Casey Brake - Advisor, Sun Life The choices you make today will either expand or contract your future financial capacity.

I provide individuals, families, and business owners with tailored financial strategies, leveraging my professional expertise and trusted products to deliver effective solutions. Taking further steps to be educated today and making informed decisions will ensure greater confidence in tomorrow. I will work closely with you to fully understand your specific situation and goals. Based on your needs, I'll help you make informed financial choices to protect you and your loved ones. Please contact me at (250) 202-0739 or [email protected]
I look forward to hearing from you.

What's your biggest concern when it comes to life insurance? 📊 Vote in the comments:  1- I'm not sure how much coverage ...
10/13/2026

What's your biggest concern when it comes to life insurance?

📊 Vote in the comments:
1- I'm not sure how much coverage I need
2 - It feels too expensive
3 - I don't know where to start
4 - I'm worried about my family's future
5 - All the above

Life insurance isn't one-size-fits-all. Your situation is unique. We're here to help you find a solution that works for you and your loved ones. Share your thoughts; we'd love to hear from you.

Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financia...
10/09/2026

Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financial roadmap so you can track your progress and plan for what matters most.

Ready to get started? Let's connect. https://bit.ly/4jO9dLl

Major life changes, even positive ones, can affect your tax strategy, estate plans and long-term financial goals. A busi...
09/29/2026

Major life changes, even positive ones, can affect your tax strategy, estate plans and long-term financial goals.

A business sale, inheritance, real estate purchase or family milestone may all impact your long-term plans.

Fall is an ideal time to revisit your goals.

Let's review what's changed and whether your strategy still reflects the financial future you have in mind. https://bit.ly/4rI93au

Markets change. Priorities change. Life evolves and financial priorities often evolve with it. A review today can help k...
09/24/2026

Markets change. Priorities change. Life evolves and financial priorities often evolve with it. A review today can help keep your retirement roadmap aligned with your goals tomorrow.

Book a retirement roadmap session, and let's see where you stand.

Estate planning isn't only about passing on wealth. It's about helping ensure your wishes are understood and your loved ...
09/15/2026

Estate planning isn't only about passing on wealth. It's about helping ensure your wishes are understood and your loved ones are supported

Discussing your preferences and working with legal and tax professionals where needed can help provide greater clarity for you and your loved ones.

Reach out if you'd like to discuss strategies that could support your legacy goals.

More travel? Less stress? More time with family? Retirement planning involves more than saving enough money. It's about ...
09/15/2026

More travel? Less stress? More time with family? Retirement planning involves more than saving enough money. It's about creating a life you look forward to.

What does your ideal retirement include? Share one thing in the comments. ⬇️

If you're building toward retirement, together we can review if your financial strategy is aligned with the future you envision. https://bit.ly/3SJEFzt

Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a...
09/03/2026

Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a thoughtful strategy can help you get there with confidence. Explore ways to transition your savings into income that supports the lifestyle you envision. Let’s build a strategy that helps you move into retirement with clarity and confidence. https://bit.ly/46B5s46

As wealth grows, financial priorities often become more complex. Are your investments, tax strategies, estate plans and ...
09/01/2026

As wealth grows, financial priorities often become more complex.

Are your investments, tax strategies, estate plans and protection solutions all working together toward the same goals? It may be worth reviewing how these areas fit together based on your circumstances.

What is your main financial priority right now? ⬇️ Share below:
• Growing wealth
• Protecting wealth
• Leaving a legacy
• Creating retirement income

08/31/2026

NOW HIRING: Part-Time Administrative Assistant (Remote - Campbell River, BC)

I’m looking for an experienced and detail-oriented Administrative Assistant to join my financial advisory practice. This part-time, remote role is ideal for someone who thrives working independently, values organization, and enjoys supporting meaningful client relationships.

Key Responsibilities:
• Manage client communications, scheduling, and documentation.
• Prepare and process forms with accuracy and confidentiality.
• Maintain organized digital records and handle follow-up communication.
• Support daily administrative operations remotely.

Requirements:
• Previous administrative experience is required (financial services experience is a bonus)
• Strong attention to detail, reliability, and professionalism.
• Excellent communication and time-management skills.
• Proficient in Microsoft Office and comfortable learning financial software.
• Ability to work efficiently and stay organized in a home office environment.

What You’ll Gain:
• Flexibility to work from home on a part-time schedule.
• Exposure to a professional, client-focused financial advisory practice.
• Opportunities to learn and grow within the financial industry.

If you’re proactive, organized, and passionate about delivering exceptional client support, I’d love to connect.

Compensation will vary depending on experience.

Please send your resume and a brief cover letter to [email protected].

Only qualified candidates will be contacted.

Thank you for your interest!

Your retirement is too important to leave to chance. 🎯Market volatility is real. But you have options to help protect wh...
08/27/2026

Your retirement is too important to leave to chance. 🎯Market volatility is real. But you have options to help protect what you've built.

Let’s connect to guide you toward a retirement strategy that fits your needs. https://bit.ly/46cm9mt

Address

2116B South Island Highway
Campbell River, BC
V9W1C1

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