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
Thinking of Selling the Farm? Here’s What Alberta Farmers Need to Know Before They Do
For many Alberta farm families, the decision to sell the farm isn’t just a business transaction – it’s a deeply personal one. Whether you’re retiring, passing the torch to the next generation, or simply moving on to new ventures, selling a farm is often the culmination of decades of hard work, legacy building, and emotional investment. But a farm sale…
Read moreCox Private Wealth named 5-Star Advisory Team
We’re Honoured to Be Named a 5-Star Wealth Advisory Team by Wealth Professional Canada We are proud to share that our firm has been named a 5-Star Wealth Advisory Team by Wealth Professional Canada – a prestigious recognition that reflects the high standards of excellence, client service, and integrity that guide everything we do. This exclusive list celebrates a select…
Read moreSelling Your Business? Key Planning Strategies Every Alberta Business Owner Needs to Know
Selling a business is a once-in-a-lifetime event for many Alberta entrepreneurs. Whether you built your company from the ground up or took over a family enterprise, deciding to sell is rarely just about the money – it’s about letting go of a personal legacy, transitioning into a new life phase, and securing financial independence for you and your family. But…
Read more“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