About
Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.
Casey Brake
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.
Job Title: Financial Planner, Sun Life, QAFP®
Phone: (250) 830-5074
Email: casey.brake@sunlife.com
Address: 2116B South Island Highway,, Campbell River, BC, V9W 1C1 Canada
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