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
Winter 2024 Market Update
2024 has been a year of surprises. The bulk of analysts and market pundits expected a below-average year, at best for investors. Many expected a recession to finally arrive after the rapid increase of interest rates seen in 2022/2023. This was due to the impact of higher rates being felt in the economy. The expectation in 2024 was for a…
Read moreThe Importance of Having a Continuation of Benefits Policy
Exciting News! One of our Partners has been featured on the Benefits Alliance website. Check it out for insights on the Importance of Having a Continuation of Benefits Policy. Benefits advisors see it all too often: team members receiving full benefits, including health and dental, for years when they are on disability or other leaves of absence because plan sponsors…
Read moreFall 2024 Market Update
The summer months continued the trend we have seen thus far in 2024 – with quality, consistent returns interrupted by short bouts of market volatility. While investors continue to remain optimistic that the world’s largest economy in the United States trends for a soft landing, any economic data to the contrary has resulted in market volatility. For investors who embraced…
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