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

Saijalpatel

Why Financial Wellness Pays Off for Employees

September 24, 2022

When employees are financially well, employers reap the rewards of a healthier, more productive and loyal workforce, emphasizes Saijal Patel, founder and CEO of Saij Wealth Consulting and creator and…

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Mkt Employeeshappyatwork Sb 02 Article Hero

5 Top Trends in Total Rewards

September 23, 2022

With attrition levels well above the norm in many sectors, employee total rewards are coming into their own. “Three to five years ago, total rewards still meant compensation for most…

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Lethbridge Portfolio Management

Fall 2022 Market Update

September 21, 2022

Private Wealth Market Update Most major financial markets had a good run throughout the summer. However, the tone seemed to change after U.S. Fed Chair Jerome Powell spoke at the…

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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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