Tara-Lee CrossonCFP®, BA

Certified Financial Planner®

Tara-Lee started her career in the financial services industry in 2007 – working first with a Top Financial Company before moving to Discovery Financial Group (Regina Office) in 2008.

She holds a Bachelor of Business Administration degree from the University of Regina where she played with the U of R’s Cougar Basketball team while earning her degree.  During her time with the team, they won Gold/Silver/Bronze medals at Nationals.  She is a Regina Sports Hall of Fame Inductee. Tara-Lee has also been involved in coaching for Basketball Saskatchewan.

Tara-Lee inherited the same passion as her father, Ken, to help people achieve their financial success!

Tara-Lee enjoys working with young adults and families starting out on their financial journey.  But also helping all ages achieve financial independence, whether they are just beginning the journey or are further down the path, getting closer to retirement or in retirement.

Tara-Lee enjoys helping clients achieve all saving goals from buying homes, children’s education, saving for retirement and setting up the right income stream that will last the rest of their life.  She helps clients leave large tax-free estates to their heirs.  Tara-Lee’s goal is to create the most tax efficient Personal Financial Security Plan for her clients.

Tara-Lee is married to Jeff Del Castillo and has a 8 year old son, Jacob and 5 year old daughter, Nevaeh.  When Tara-Lee is not working, she and her family love travelling, watching their son play hockey and their daughter play soccer.

Insurance products are available through Tara-Lee Crosson.