I have a passion and a talent for helping others achieve their goals. My diverse background of education and experience enables me to work with entrepreneurs, families and individuals with ease. I'm passionate about turning complex challenges into action driven solutions; my understanding, compassion and ability to really listen to my client's needs allows me to turn dreams into solid financial strategies.
I enjoy teaching and educating people about investing. I can easily help you understand all the critical pieces involved in owning investments, by simplifying terminology and concepts. When working towards your goals, I will keep you informed about where you are, understand where you want to go and help you create a personalized financial strategy to get you there. Throughout the process, I will ensure that you are fully engaged and I will encourage you to stay on track to achieving your long-term goals.
I am very involved with my community through the Diamond Valley Chamber of Commerce and I am also an enthusiastic mother to my young daughter. I enjoy recreational sports, camping, hiking with my family and golden retriever, reading and coaching. You will also find me participating in fundraisers and community events every chance I get.
I really care about my clients, and when you choose to work with me, you will be sure to experience what it is like to be part of the Edward Jones family.
My Personal Interests
- Horseback Riding
- Outdoor Enthusiast
Office Address40 Elizabeth Street Unit D
Po Box 419 Stn Main
Okotoks, AB T1S 1A6 opens in a new window
Phone NumberTarah-Lee Cotie at (403) 995-9311
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