Tarah-Lee Cotie

Advisory team at Edward Jones in Okotoks.

Address: 40 Elizabeth Street Unit DPo Box 419 Stn Main, T1S1A6 Okotoks
Website: edwardjones.ca
Phone: 4039959311
Network: Edward Jones

Advisors

Tarah-Lee Cotie — Financial Advisor

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Portfolio management and investment advice

As published by Edward Jones. Check the registration of each advisor with the securities regulator of the province before you commit.

In Okotoks

3 registered firms in Okotoks on Advisor Index. See them all, with the city in figures →

30,405residents (2021)

117,000 $median household income (2020)

85.7 %of households own their home

14.8 %aged 65 and over

Source : Statistics Canada, 2021 Census.

Savings and high incomes in the Okotoks area

24.8%of tax filers contributed to an RRSP

$4,200median RRSP contribution

Among people with income in the Okotoks area, in 2023:

38.7%report dividend or interest income (median $1,090)

11.5%report capital gains (median $2,490)

16.5%receive a private pension (employer plan, RRIF, annuity)

23%have a total income of $100,000 or more

Source: Statistics Canada, tables 11-10-0044-01 (RRSP contributors) and 11-10-0055-01 (high income tax filers, national thresholds, total income), 2023; T1 Family File, tables 11-10-0004-01, 11-10-0007-01, 11-10-0067-01 and 11-10-0070-01, 2023. Census metropolitan area or agglomeration.

19/100

Advisor Index transparency index

The Advisor Index transparency index measures what you can check before choosing a firm: official register, independence, track record, what the firm publishes, Google reviews, mentions by AI assistants. It does not rate the quality of advice. No firm pays for its index.

Disciplines shown6/20
investments · Firm website or network locator
Registration shown on its own website10/10
team website · Firm website
Independent firm0/10
Edward Jones · Advisor Index
Team size3/10
1 advisors · Network locator
Years in business (stated on its website)0/10
not published · Firm website
Professional designations shown on its website0/15
not published · Firm website (source sentence kept)
Google reviews0/15
no Google listing with reviews · Google Maps listing
Named by AI assistants0/10
not published · Advisor Index AI barometer

Scoring method →

Check this advisor

Look the advisor up in the CSA National Registration Search and in CIRO's AdvisorReport: they show the registration category, the firm and any disciplinary history.

Source: Edward Jones's public advisor locator, checked 2026-10-19. Spotted an error? contact@advisor-index.com.