Casey Brake - Advisor, Sun Life

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.

A withdrawal framework can help you create more reliable income while still managing risk. Let’s discuss how to make the...
04/10/2026

A withdrawal framework can help you create more reliable income while still managing risk. Let’s discuss how to make the most of it. https://bit.ly/4mho2oQ

Did you get a tax refund? This is your chance to boost your retirement readiness. Strategic RRSP contributions or tax-ef...
04/09/2026

Did you get a tax refund? This is your chance to boost your retirement readiness. Strategic RRSP contributions or tax-efficient withdrawals can help maximize your refund's impact on your retirement roadmap. Let's make every dollar count.https://bit.ly/4tWq3d1

From key‑person protection to benefits, there are ways to help your business keep running if life throws you a curveball...
04/07/2026

From key‑person protection to benefits, there are ways to help your business keep running if life throws you a curveball. Let’s talk about options that fit your budget and business goals.

Message me to get started! https://bit.ly/3PTxhQ8

Life insurance helps ensure your family can maintain their lifestyle, pay off debts and fund future goals even after you...
04/03/2026

Life insurance helps ensure your family can maintain their lifestyle, pay off debts and fund future goals even after you die. Simple, affordable coverage can make all the difference. Message me for a personalized coverage estimate. https://bit.ly/4twDvnI

Short‑, mid‑ and long‑term goals — consider organizing into a Sun Life One Plan so you can act with more confidence. Let...
04/02/2026

Short‑, mid‑ and long‑term goals — consider organizing into a Sun Life One Plan so you can act with more confidence. Let’s get started on your .

Message me for details. https://bit.ly/4sa4Ri4

One of my most asked questions: How do I know which accounts to draw money from in retirement? Imagine you've worked har...
03/26/2026

One of my most asked questions: How do I know which accounts to draw money from in retirement?

Imagine you've worked hard to build your retirement savings across RRSP's, TFSAs and non registered accounts. Now picture pulling from those accounts in a way that stretches every dollar further, minimizes taxes and keeps you comfortable for decades.

That's the power of a thoughtful withdrawal strategy tailored just for you.

I'd be happy to assess your situation & discuss your withdrawal strategy. Reach out!

https://bit.ly/4dvINer

03/25/2026

Every transition is a chance to realign your goals. During change the importance of planning becomes more evident. Connect with an advisor to turn new beginnings into new opportunities.

As a Canadian business owner, you pour so much of yourself into your work. The way you pay yourself should reflect that....
03/24/2026

As a Canadian business owner, you pour so much of yourself into your work. The way you pay yourself should reflect that. Instead of guessing between salary, dividends or a mix, its important to build a compensation plan that actually fits your goals, lifestyle and your family's needs.

It may be time to revisit how you draw income from your business, and map out a strategy that helps you keep more of what you earn and feel confident at tax time.

Let's talk about optimizing your compensation strategy.

https://bit.ly/4buI7Ey

A holistic financial roadmap balances protection, investment and access to cash for life’s moments. Together we can tail...
03/20/2026

A holistic financial roadmap balances protection, investment and access to cash for life’s moments. Together we can tailor an approach that fits your financial needs. Ask me about Sun Life One Plan. https://bit.ly/41okpDT

A simple plan helps balance today’s cost with tomorrow’s goals. Let’s build a family cash-flow roadmap that works for yo...
03/19/2026

A simple plan helps balance today’s cost with tomorrow’s goals. Let’s build a family cash-flow roadmap that works for you.

https://bit.ly/41f4isf

With Sun Life's free life insurance calculator, in just a few minutes you can easily predict how much life insurance you...
03/18/2026

With Sun Life's free life insurance calculator, in just a few minutes you can easily predict how much life insurance you might need. Try it out, then let’s connect to chat more!

https://bit.ly/4uUnmKj

We help you align strategies to your goals and your comfort level with market volatility. Have you had a risk conversati...
03/17/2026

We help you align strategies to your goals and your comfort level with market volatility.

Have you had a risk conversation regarding your financial portfolio lately? Get in touch. https://bit.ly/3NkyTl3

Address

2116B South Island Highway
Campbell River, BC
V9W 1C1

Telephone

+12502020739

Website

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