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
The Impact of Interest Rate Changes on Your Investment Strategy
Interest rates are one of the most powerful forces shaping financial markets – and your long‑term financial plan. As Canada moves through another period of shifting monetary policy, understanding how rate movements influence borrowing costs, investment returns, and portfolio resilience can help you stay confident, no matter your investment style. Below is a look at how interest rate changes may…
Read moreYour 2025 Year-End Financial Checklist For Canadian Families/Business Owners
Start with your big-picture goals Before diving into accounts and deadlines, take stock of what changed in 2025. Did your income, business revenue, family situation, or major goals (retirement, home purchase, succession, sale of a business) shift in a meaningful way? A short goals review helps ensure that every year-end decision – saving, investing, insuring, or paying down debt –…
Read moreYear-End Giving Strategies for Canadians: How to Be Generous and Tax-Savvy
Year-end is one of the best times to align your generosity with smart tax planning. For Canadians, thoughtful giving can support the causes you care about while also reducing your tax bill over time. This post explores three powerful strategies: donor-advised funds, donating securities in-kind, and turning giving into a meaningful family conversation. Why year-end giving matters As the calendar…
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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 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