Casey Brake - Advisor, Sun Life

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 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

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 what you've built.

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

How will your wealth support your loved ones? We can help you create a wealth transfer strategy that aligns with your values and provides for those who matter most. Let's build a roadmap that works for your family.

Let's connect and start planning today. https://bit.ly/4x8FYXC

Whether you dream of traveling, more family time, or simply slowing down. A thoughtful financial roadmap is the first step to feeling confident about your future.

What matters most to you in retirement? Tell us in the comments. We're here to listen. 👇

Estate planning isn't just about money, it's about legacy. Have you thought about how your assets will be managed and distributed? Let's create a strategy that reflects your values and protects what matters most.

Ready to get started? Reach out to discuss your estate plan today. https://bit.ly/4yZfetG

You’ve built significant wealth. Now it’s about making it last. With the right approach, you can help reduce tax impacts, protect your estate and create a legacy that supports the people and causes you care about. Let’s build a strategy that helps you move into retirement with clarity and confidence. Book a conversation to start shaping your legacy. https://bit.ly/4vLeHsO

I’m incredibly proud to share that I’ve officially earned my Qualified Associate Financial Planner™ (QAFP®) designation.

This milestone represents a year and a half of commitment, discipline, and growth. It meant early mornings before work, late nights after long days, and consistently choosing to invest in my education. While the journey wasn’t always easy, every challenge reinforced why I started in the first place.

I’m deeply grateful to my family, friends, and everyone who encouraged and supported me along the way.

For me, earning the QAFP® designation is about much more than adding credentials after my name. It’s about strengthening my ability to serve my clients with confidence, knowledge, and thoughtful financial planning. I believe my clients deserve advice that’s backed by continuous learning and a genuine commitment to helping them achieve their goals.

This is a milestone I’m proud of, but it’s also a reminder that growth never stops. I’m excited to continue learning, evolving, and providing the highest level of service to the individuals and families who place their trust in me.

Here’s to the next chapter.