portrait of Tara Valley

About Tara

There is nothing I enjoy more than spending time with great people and discovering their stories. It is my "good fuel" and the reason I chose to join Edward Jones. I believe Canadians are starting to approach financial health differently. I am so excited to be on board for the evolution: women and men are becoming more equally engaged and empowered, we are talking more openly with our children, and we are learning that the most important money conversations aren't about money at all.

After we meet up for a coffee or a chat, I always hope my clients feel renewed...

Focus Areas

  • Retirement savings strategies
  • Education savings strategies
  • Business owner considerations
  • Wealth protection strategies
  • Estate and legacy strategies
  • Intergenerational planning

Personal Interests

  • Outdoor Enthusiast
  • Surfing
  • Music
  • Skiing
  • Home Improvement

Team Members

  • Kirsten Mentz
    Branch Office Administrator
  • Barbara Jacobson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

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

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