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

Canada Dental

Canada Dental Benefit Programs – What you need to know

January 10, 2024

Canada Dental Benefit Programs – What you need to know Click below to download a useful summary of the Canada Dental Benefit Programs that helps summarize what you need to…

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Winter 2

Winter 2023 Market Update

December 11, 2023

We head into fall with no shortage of financial & economic headlines.  In the past few weeks, both the Bank of Canada and the U.S. Central Bank maintained their overnight interest rates at 5% and 5.5%, respectively.  More importantly, both agencies have indicated their intentions to leave rates higher for longer. 

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Employee Perks

NEW Employee Perks & Resources

October 4, 2023

NEW Employee Perks & Resources We are always seeking ways to provide additional value to you as one of your trusted business partners. Now you can compete and retain talent…

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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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