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
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 and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
See more articles
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.