Rhiannon Tutty
Job title: Advisor, Sun Life
Trustworthy advice you can count on
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
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 diversified strategies to help Clients build a wealth portfolio to reach their goals.
Long-term strategies and analysis
Providing Clients with information to create proper cash flow management, minimize tax exposure, achieve financial goal projections, all while monitoring along the way to mitigate effects on long term strategies.
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 gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
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