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

Is It Time to Hire a Financial Planner? Here’s How to Know

July 8, 2025

At some point in your financial journey, the question naturally arises: Do I need a financial planner? Whether you’re just starting to build wealth or managing an increasingly complex portfolio, professional advice can make a measurable difference – not just in returns, but in confidence and clarity. But how do you know when it’s time to bring in a professional?…

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Summer 2025 Market Update

June 23, 2025

In the second quarter of 2025, U.S. equity markets exhibited a remarkable recovery following the sharp “tariff shock” decline in early April, when the S&P 500 and Nasdaq fell into correction territory (> -10%) amid tariff escalations under the Trump administration (more on that later). By mid‑May, the S&P 500 had rebounded past its level from the start of the year…

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What’s the real value of a financial advisor? Ask Vanguard

June 19, 2025

At Cox Financial Group, we believe that great financial advice is about more than just picking the right investments – it’s about delivering long-term value, clarity, and peace of mind. And we’re not the only ones who believe that. Vanguard, one of the world’s largest investment management firms, conducted a landmark study titled Advisor’s Alpha, which quantifies the real value…

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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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