Edward Jones - Financial Advisor: Tarah-Lee Cotie
Tarah-Lee Cotie is a Financial Advisor at Edward Jones in Okotoks, Alberta, offering retirement savings, wealth protection, and estate and legacy strategies. The office provides web conferencing options and phone consultations.
- Emphasis on tax & financial planning
- Remote / virtual meetings
- Caregivers speak French
Strong fit for tax & financial planning.
Tarah-Lee Cotie is a Financial Advisor at Edward Jones in Okotoks, Alberta, offering retirement savings, wealth protection, and estate and legacy strategies. The office provides web conferencing options and phone consultations.
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A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Okotoks families.
Okotoks, AB
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| Edward Jones - Financial Advisor: Tarah-Lee Cotie · this provider | — | — | Tax & Financial Planning |
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