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
Cox Private Wealth named ‘Excellence Awardee’ for Advisory Team of the Year
We’re Honoured to Be Recognized as One of Canada’s Top Wealth Management Teams We are proud to share some exciting news with our clients, partners, and community—our firm has been named an Excellence Awardee for Best Wealth Management Team in Canada (Under 10 Staff) by Wealth Professional. This recognition is part of a national awards program that celebrates excellence in…
Read moreSpring 2025 Market Update
The start of 2025 has been marked by notable volatility in the financial markets, influenced by various economic and geopolitical factors. The reintroduction of aggressive tariff policies by President Trump has led to uncertainty in global trade relations. These measures have particularly impacted sectors like technology and manufacturing. Given this uncertainty, concerns about a potential economic slowdown have grown, not…
Read moreCox Financial Group proudly supports the Bringing Hearts Home Gala
Our team at Cox Financial Group was honoured to support the Bringing Hearts Home Gala, one of Lethbridge’s largest and most impactful fundraising events. With over 550 guests in attendance, the evening united the community to raise an incredible $644,000 in support of the Bringing Hearts Home Campaign—a $30 million, 30-month initiative to establish a Cardiac Sciences Centre of Excellence…
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