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
Summer 2026 Market Update
As we passed the midpoint of 2026, markets are still sending mixed signals. Equity performance has been uneven across sectors, fixed income is finally behaving like fixed income again, and alternatives continue to provide stability. However, the biggest driver remains interest rate expectations – and whether central banks can cool inflation without stalling growth. What’s Different About Your Investment Portfolio?…
Delivering Excellence Locally: Celebrating Our Newest “Top 40 Under 40” Leader
We have some exciting news to share from the office this week! The Lethbridge Chamber of Commerce recently released its highly anticipated Top 40 Under 40 list, and we are incredibly proud to share that our very own Adam Weersink has been named to this year’s class. The Chamber’s Top 40 Under 40 initiative recognizes the next generation of leadership…
Alberta Bill 11: What It Means for Your Benefit Plan
Bill 11 is changing how group benefit plans work in Alberta.We’re already on it. You may not have heard of Alberta Bill 11 yet, and that’s okay. That’s what we’re here for. Late last year, the Alberta government passed the Health Statutes Amendment Act, 2025 (No. 2), commonly known as Bill 11. It received Royal Assent on December 11, 2025,…
“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