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
Incorporated? Here’s How to Maximize the Value of Your Corporate Investments
If you’re an incorporated Canadian business owner, you’re already in a strong position to build long-term wealth. But are you making the most of your corporate investment opportunities? Incorporating offers more than just limited liability and potential income splitting – it opens the door to advanced wealth-building tools like holding companies (HoldCos), Individual Pension Plans (IPPs), and powerful tax deferral…
Read moreEstate Planning in Canada: Avoiding Probate and Preserving Your Legacy
A Practical Guide to Wills, Trusts, and Minimizing Probate Fees Across Provinces Estate planning is a critical component of a complete financial strategy, yet it’s often overlooked or delayed until a more convenient time. For Canadian families and individuals looking to preserve wealth and pass it on efficiently, understanding the nuances of wills, trusts, and probate is essential. At Cox…
Read moreReady, set, go: a refresher for administrators
Calling all administrators of health benefits plans: here’s a handy checklist to help your health benefits plan run smoothly—and prevent crises. First, the golden rule: reach out to plan members at least once a year. The main call to action: remind them to update their plans if needed, for example due to the birth of a child. Often, all employees…
Read more“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