Rhiannon Tutty
Job title: Advisor, Sun Life
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Let's work together
As your advisor we are on your team, putting strategies in place so we can meet your financial goals. My team and I are dedicated to your success.
Whether you are just starting your financial journey, nearing retirement or somewhere in between – we can help.
Our office is in Invermere, British Columbia. We serve the Kootenays, British Columbia and Alberta. We offer virtual and in-person appointments. Contact our office to set up an appointment.
What we do
Working with Clients and their Businesses
Financial organization, budgeting and goal setting
Working with Clients to put systematic personalized strategies in place to help them to reach their personal and professional financial goals.
Security
Utilizing the right products to protect Clients and their loved ones as well as their assets: Both in their personal lives and their businesses.
Investing
Creating strategies to help Clients build a portfolio to accumulate wealth to reach their goals. Building individual diversified wealth portfolios for long-term investing.
Long-term strategies and analysis
Providing Clients with information to help create proper cash flow management, minimize tax exposure, achieve financial goal projections, all while monitoring along the way to help mitigate effects on long term strategies. Utilizing specialized software to provide a clear picture of where you are and create a pathway that helps take you to the financial future you want.
Education and support
Providing information and direction to empower Clients with financial knowledge, and support and encourage them along their journey, no matter what age or life stage they may be in.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
See more articles1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.