

Financial Advisor
Tarah-Lee Cotie
40 Elizabeth Street Unit D, Po Box 419 Stn Main, Okotoks, AB T1S 1A6opens in a new windowFocus Areas
- Retirement savings strategies
- Wealth protection strategies
- Estate and legacy strategies
- Education savings strategies
- Business owner considerations
- Divorce finances
Personal Interests
- Farming
- Horseback Riding
- Outdoor Enthusiast
- Volleyball
- Volunteering
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:00PM |
| Tue | 08:30AM - 04:00PM |
| Wed | 08:30AM - 04:00PM |
| Thu | 08:30AM - 04:00PM |
| Fri | 08:30AM - 02:00PM |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
More to explore

Start here
Planning your financial future? Our Starting Point tool can help you take the first steps.
Find your Starting Point
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help.
Take the quiz
Setting your path
We use an established process to help you reach your goals.
Learn More