The advisors at Sun Life in Invermere are Rhiannon Tutty and Jessica Clark.
We believe in empowering individuals and families to make confident financial decisions and aim to be the trusted guide that helps clients put effective strategies in place to build lasting financial wellness- today, tomorrow and for generations to come.
We collaborate closely with clients to create clear, actionable plans designed to build stability, opportunity and long-term success. We deliver personalized strategic financial advice that aligns with client goals and values, and simplify complex financial landscapes so clients can grow, protect and enjoy their wealth with confidence.
We provide full financial services!
Financial Organization, Budgeting and Goal Setting
Putting systematic, personalized strategies in place to allow our clients to reach their personal and financial goals. We concentrate on creating sustainable strategies that can be followed long term.
Security
Utilizing the right solutions to protect our clients and their loved ones as well as their assets. We work with all types of insurance to meet your needs: life, disability, critical illness, group benefits, long-term care, personal health insurance, and travel insurance.
Investing
Creating saving strategies to help our clients accumulate wealth to reach their goals. We have researched, developed and continue to curate our Fingerprint Investment Portfolios to meet the specific investment profile of our clients, regardless of their age and life stage and where they are on their investment journey.
Long-Term Strategies and Analysis
Information to help create proper cash flow management, minimize tax exposure, achieve financial goal projections, all while monitoring your progress along the way to mitigate effects on long term strategies.
Education and Support
We empower our clients by providing financial knowledge no matter what age or stage in their life they may be in, which includes hosting workshops and seminars. And we continue to support them where and when needed and celebrate their achievements along the way as well.