As a financial advisor with Edward Jones, I am pleased to support families and business owners in Okotoks and the Foothills. I have lived on a small farm in the MD of Foothills with my husband for over 20 years, we’ve run two businesses, and we’re raising two great kids. We’re passionate about our community and enjoy giving back by volunteering in schools, sports organizations and community groups.
In my practice with Edward Jones, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Whether you're planning for retirement, saving for post-secondary education, or just trying to protect the financial future of the ones you care for the most, understanding your goals is my first priority.
One thing I love to do when I’m away from the office is coach my daughter’s hockey team. In the same way that a great hockey coach teaches more than just skating and passing, I focus on more than just investments with my clients. I will help you organize your finances, clarify your financial goals, and stay on track with a personalized financial plan. And we celebrate milestones along the way!
I don’t do it alone. My Branch Office Administrator, Johanne, and I work as a team to provide you with top-notch service. The two of us are supported by Edward Jones’ advanced technology, strong investment research team, and thousands of staff to help ensure you receive the most current and comprehensive guidance. We also welcome the opportunity to work with your lawyer, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.
An engineer in my first career, I love numbers and I can help you make sense of investing. Together we can develop a complete, tailored strategy to put you on track to achieving your financial goals.
For a complimentary, no obligation, consultation - please contact Dawn at 403-306-0515 or [email protected].
My Personal Interests
- Spending Time with Family
- Coaching Sports
Phone NumberDawn R Dott at (403) 306-0515
More to explore
Find your financial Starting Point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Setting your path
We use an established process to help you reach your goals.Learn More