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
How to Choose a Financial Advisor in Lethbridge
Choosing a financial advisor is about more than finding someone to manage your investments. Here’s what Lethbridge families, professionals and business owners should consider when choosing an advisor to help manage their wealth.
Fall 2026 Market Update
The past quarter delivered a generally constructive backdrop for investors, although economic conditions remained uneven. In Canada, real GDP rebounded by 0.8% in the second quarter, supported by stronger exports, consumer spending and business investment, while inflation stood at 3.0% and unemployment at 6.4% in August. South of the border, the U.S. economy continued to expand, with second-quarter GDP growing…
Alberta Bill 11: What employers need to know before October 1, 2026
The rules are changing. We’re here to help you understand the impact, stay compliant, and prepare your plan. The Short Version Beginning October 1, 2026, employer-sponsored benefit plans must pay first for eligible drug and certain health claims before Alberta Seniors or Alberta Blue Cross Non-Group Coverage. At the same time, active employees can no longer have eligible drug and…
“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