“Our Family Helping Your Family. . . “

Stuart Tutty, an advisor for Sun Life Financial, is excited about the addition to his firm. His daughter Rhiannon has joined him at Stuart Tutty Financial Services (STFS), located in Invermere.

“Of course I am very excited to have my daughter working with me, but more than that, I think professionally we create that perfect partnership of experience and innovation,” stated Stuart.

He added, “It is wonderful that this joint venture gives continuity to our clients, allowing our firm to care for our clients far into the future.”

Rhiannon is joining STFS after running her own successful bookkeeping company for the past 12 years. In addition she teaches different financial and business classes for the Columbia Basin Alliance for Literacy (CBAL) and at College of the Rockies.

“Becoming a financial advisor alongside Dad was a logical transition for me,” Rhiannon explained. “I have been working with people and their finances for my whole career. Between bookkeeping and teaching, it seems I have been ‘advising’ people for as long as I can remember. I am so excited to now be able to help people reach their goals, not only their professional ones but now their personal ones as well!”

As Sun Life agents, Stuart and Rhiannon offer many financial products, including Life Insurance, Critical Illness, Health and Disability Insurance as well growth and saving options including Mutual Funds, Segregate Funds, Annuities and GICs.

“A financial advisor works with the clients, getting to fully know their needs and then direct them to the best pathway to realize their goals,” Stuart explained. “At STFS ‘Our family helping your family…’ is what we are all about. We really do care about them and their futures.”

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