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
Fall 2025 Market Update
From June through September, markets were buoyed by growing optimism that interest rates are finally set to move lower. In the United States, stocks continued their strong run, with the S&P 500 up around 8% for the quarter. Technology companies once again led the way, but strength was broad-based as investors anticipated a more supportive policy environment. Corporate earnings growth…
Read moreCelebrating Excellence: Jared Cox Recognized as a “Rising Star” in Benefits and Pension Advisory
We’re proud to share that Jared Cox, Partner at Cox Financial Group, has been named a Rising Star in the category of Benefits and Pension Advisors by Benefits and Pension Monitor, a leading national publication. At just 34, Jared has already made a meaningful mark on both our clients and our firm. But if you ask him, his success is…
Read moreThe Impact of Interest Rate Changes on Your Investment Strategy
Timely insights for both conservative and growth-focused investors in a shifting rate environment After several years of elevated borrowing costs aimed at taming inflation, central banks are now shifting gears. With inflation cooling and economic growth showing signs of slowing, both the Bank of Canada and the U.S. Federal Reserve have begun cutting interest rates. For investors, this change is…
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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 Arnoldussen
“We have been dealing with Cox Financial for many years, and they have always been attentive to our needs. They have taken the time to understand our business and advise us accordingly. I would recommend to anyone looking for professional and personalized service.”
Scott Murakami
“We have been dealing with the Cox Financial team for many years and couldn't be more pleased with the relationship. Geoff and Jared understand our group and what fits our organization the best. We consult with them anytime we look at altering our benefits program and they put in a ton of effort to provide us with the all the best options/solutions. More importantly though, Geoff and Jared understand relationships. They are simply great to deal with. In addition, they have added Brett Johnson to their team to manage the investment side of the business. We enjoy our relationship with Geoff, Jared, and Brett because they have strong values that are aligned with ours.”
Tim Davis