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

Top Tax-Saving Strategies for High-Income Canadians

May 20, 2025

Maximize wealth while minimizing your tax burden As a high-income earner in Canada, your financial success comes with a greater tax liability. With top federal and provincial marginal tax rates exceeding 50% in some provinces, strategic tax planning is essential to preserving and growing your wealth. At Cox Financial Group, we specialize in helping high-net-worth individuals optimize their financial strategies.…

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Living Longer, Planning Smarter: How Longevity in Canada Impacts Your Retirement

May 14, 2025

Canadians are living longer than ever before. With average life expectancy now exceeding 82 years, and many individuals living well into their 90s, longevity is becoming one of the most significant factors shaping modern retirement planning. While longer lifespans are a testament to better healthcare and improved lifestyles, they also present a critical financial challenge: the risk of outliving your…

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Asset Sale vs. Share Sale: What Business Owners Need to Know When Selling a Business in Canada

May 13, 2025

Selling a business is a major financial decision and often the culmination of years or decades of hard work. For Canadian business owners preparing for an exit, one of the first and most important decisions is how the transaction will be structured: as an asset sale or a share sale. Each option comes with distinct financial, tax, and legal implications.…

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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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