Sun Life Financial

Tutty Financial, part of Thompson Valley Financial Solutions, offers personalized financial strategy planning for individuals and business owners in the Invermere and surrounding areas. With a focus on unique approaches to finance, they assist clients at any stage of life in achieving their short and long-term financial goals. The firm provides a range of services, including health and life insurance, retirement strategies, and tailored advice for freelancers and business owners. Their team is committed to working alongside clients to reassess financial plans as needs evolve and to ensure their financial futures are secure. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.

With $60.9 billion in assets, ATB Financial is a leading financial institution that started in Alberta with the focus of putting people first. Our success comes from our more than 5,000 team members who love to deliver exceptional experiences to over 800,000 clients across our Personal and Business Banking, ATB Wealth Management and ATB Capital Markets businesses. ATB provides expert advice, services and products through our many branches and agencies, our 24-hour Client Care Centre, four entrepreneur centres and our digital banking options. ATB powers possibilities for our clients, communities and beyond.