Comprehensive wealth planning services for prosperous Southern Albertan families, businesses & professionals

Certified wealth planners you can trust to put your family first

Accessing leading edge wealth planning expertise once meant working with advisory firms from Calgary, Toronto, or other large city centres. Our team brings that big-city expertise to the heart of Southern Alberta with a suite of premium wealth planning options for high-net-worth families, businesses and professionals.

Based here in Lethbridge, we focus on building personal, long-standing relationships with all our clients. Because holistic wealth planning is about more than just tax or the markets—it’s about you, your family and achieving your goals.

Wealth Planning

Protect your family, your business, your legacy

Benefits & Pension

Support your workforce to help your business thrive

Articles & Insights

Spring 2025 Market Update

March 24, 2025

The start of 2025 has been marked by notable volatility in the financial markets, influenced by various economic and geopolitical factors.   The reintroduction of aggressive tariff policies by President Trump has led to uncertainty in global trade relations.  These measures have particularly impacted sectors like technology and manufacturing.  Given this uncertainty, concerns about a potential economic slowdown have grown, not…

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Cox Financial Group proudly supports the Bringing Hearts Home Gala

March 3, 2025

Our team at Cox Financial Group was honoured to support the Bringing Hearts Home Gala, one of Lethbridge’s largest and most impactful fundraising events. With over 550 guests in attendance, the evening united the community to raise an incredible $644,000 in support of the Bringing Hearts Home Campaign—a $30 million, 30-month initiative to establish a Cardiac Sciences Centre of Excellence…

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RRSP vs. TFSA: Which One is Right for You?

February 26, 2025

When it comes to saving and investing for your future, Canadians have two powerful tools at their disposal: the Registered Retirement Savings Plan (RRSP) and the Tax-Free Savings Account (TFSA). Both offer tax advantages, but they serve different purposes. Understanding the key differences can help you make the most of these accounts and optimize your wealth-building strategy. Tax Treatment: Contributions…

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“We have been working with the Cox Financial Group both personally and through our business for many years. The entire team is knowledgeable, friendly, and quick to respond to any questions. They have handled our benefit plan and have come up with a plan that works extremely well for our business and our employees. Their ability to provide a wide range of services is also an advantage to us. I highly recommend the Cox Financial Group!”

- Jonas

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