Casey Brake

Diversified portfolio, not diversified advice

Optimize your portfolio by bringing your assets from various financial institutions together to one place.

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Job title: Financial Planner, Sun Life, QAFP®

Area(s) served: Campbell River, Comox Valley and surrounding areas

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Financial planning that puts you first.

Life is full of milestones, opportunities, and unexpected changes. Whether you're buying your first home, growing your family, preparing for retirement, or building long-term wealth, having a clear financial plan can help you navigate each stage with confidence.

My approach is simple: listen first, understand what matters most to you, and create a personalized strategy that aligns with your goals and values. There is no one size fits all solution - every recommendation is tailored to your unique circumstances.

As a financial planner, I am passionate about helping Clients make informed decisions through thoughtful planning, investment strategies and insurance solutions. My focus is on building lasting relationships and providing advice you can count on as your needs evolve.

Wherever life takes you, I'll be here to help you plan with confidence and prepare for what's next.

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Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving, budgeting and investing

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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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://advisor.sunlife.ca/casey.brake/

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

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://advisor.sunlife.ca/casey.brake/

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Office information

Campbell River, BC

Phone:

(250) 830-5074

Email:

casey.brake@sunlife.com

Address:

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

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