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Tarah-Lee Cotie, Financial Advisor

FINANCIAL ADVISOR
Tarah-Lee Cotie

40 Elizabeth Street Unit D, Po Box 419 Stn Main, Okotoks, AB T1S 1A6opens in a new window
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Focus Areas

  • Retirement savings strategies
  • Wealth protection strategies
  • Estate and legacy strategies
  • Education savings strategies
  • Business owner considerations
  • Divorce finances

About Tarah-Lee

Our team has a passion for partnering with serious long-term investors in order to achieve their goals in a personalized and customizable way. My diverse background of education and experience, enables our team to work with entrepreneurs, families, farm and ranch clients, as well as individuals of all ages. We are enthusiastic about turning complex challenges into action driven solutions. Our understanding, compassion and ability to actively listen, engage and teach our clients about the industry is our priority. We will share the fundamentals that are critical to success and our client centric approach is what helps us to turn...

Work History

  • Edward JonesApril 2019 to Current

Personal Interests

  • Farming
  • Horseback Riding
  • Outdoor Enthusiast
  • Volleyball
  • Volunteering

Team Members

  • Amanda Kemble
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
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

  • Web Conferencing

Phone

(403) 995-9311

Fax

(877) 335-1306

Office Address

40 Elizabeth Street Unit D
Po Box 419 Stn Main
Okotoks, AB T1S 1A6opens in a new window

More to explore

My priorities

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Setting your path

We use an established process to help you reach your goals.

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