About Us

We’re a multi-generational, independent wealth and insurance advisory firm helping Southern Albertans and Canadians gain financial freedom and peace of mind since 1957.

A team of specialists under one roof

At Cox Financial Group, we’ve gathered a team of specialists who excel in their niches.

Together, our wealth advisors, insurance representatives and benefits and pension consultants work together to ensure each and every client receives unparalleled planning services.

Focused on cultivating relationships

We believe wealth plannings as much about fostering a trusting relationship as it is about maximizing financial gains. That’s why we work with a limited number of clients, sitting down with each to better understand goals and aspirations – families and teams – then tailor plans to fit.

Because the best plan is designed with you – your family, your goals – at the heart of it.

“I have had the pleasure of working with Cox Financial for both corporate (employee benefits and retirement plans), and for personal planning. They have always gone above and beyond to provide a great experience and value. Highly recommend!”

- Kevin

Work with trusted advisors who know you

Meet The Team

Lindsey Heggedal

Director of Client Services

Lindsey came over to Cox Financial Group during the merger with Lynch Financial Services in 2020. Prior to that, she worked with Lynch Financial Services for five years. Her main focus at Cox Financial is providing exceptional client service and offering guidance with individual healthcare options. Lindsey’s background is in a variety of industries including emergency services, administrative support and the hospitality industry.In her spare time, Lindsey volunteers for a local animal rescue and enjoys camping and hiking in the mountains with her spouse and dogs.

Tamara Oakley

Associate

After seven years as an Associate and later, Branch & Operations Administrator with National Bank Financial, Tamara joined Cox Private Wealth in January 2022. Her primary focus within our team is providing prompt and accurate client administrative services. Tamara is very organized and her attention to detail ensures every client is well taken care of.When not in the office, Tamara loves cooking, “glamping”, and spending time with friends and family.

Christine Carriere B. Mgmt, QAFP

Senior Investment Associate

Christine graduated from the University of Lethbridge with her bachelor of Management degree in April 2013, and started working with Brett Johnson in May 2013. Since then, she has completed the Canadian Securities (CSC) and Wealth Management Essential (WME) courses, and most recently has become a Qualified Associate Financial Planner (QAFP) under the Financial Planning Standards Council.Outside the office, Christine enjoys watching her kids play hockey, softball and volleyball, as well as camping and travelling with her kids and her husband, Devron.

Tyler Demers B. Comm, CFP, FMA, CIM, CEBS

Director of Operations

Tyler grew up in Lethbridge and has been with Cox Financial Group since 2007, working in all aspects of the business including investments, benefits & pension, and insurance and estate planning. He has always felt that ongoing education is essential to stay on top of new ideas and changes in the marketplace. After graduating from the University of Calgary with a bachelor of Commerce, Tyler has earned his CFP, FMA, CIM and CEBS designations. Tyler also sits on the Board of Trustees for the Lethbridge School Division.In his spare time, Tyler enjoys travelling, hockey, softball and watching his two sons play lacrosse and baseball.

Brett Johnson B.Mgmt., QAFP, CIM

Partner, Practice Focus - Private Wealth

Brett was born and raised in Lethbridge, AB. After completing his bachelor of Management degree at the University of Lethbridge in 2003, he was hired by BMO Nesbitt Burns as an Investment Associate. After a short time here, Brett’s team opened National Bank Financials’ first office in Lethbridge, in 2005. It’s there that Brett built his career in the wealth management industry over the course of 16 formative years. In 2015, Brett completed his portfolio manager’s (CIM) designation, and in 2018, he was awarded the Portfolio Manager of the Year for National Bank Financial. In 2020, Brett completed his Qualified Associate Financial Planners (QAFP) designation. Brett’s team merged with Cox Financial Group in 2021 where he continues to focus on discretionary portfolio management.Brett is married to his high school sweetheart, Michelle, and they have two amazing kids – Brody and Natalie. The kids keep them busy with hockey, ringette and soccer. In Brett’s spare time, he enjoys being on the golf course or ski hill–but his true passions are fishing and hunting.

PJ Lynch B. Mgmt, CLU, CHS

Partner, Practice Focus - Insurance & Estate Planning

PJ was born and raised in Halifax, Nova Scotia and moved to Lethbridge in 2001 to play hockey for the Lethbridge Pronghorns. He met his beautiful wife, Ashley in university and they now have three children: Brooklyn, Harper and Parker. PJ has been in the insurance and financial planning business since 2005 and founded Lynch Financial in 2010, which merged with Cox Financial group in 2020. PJ received his bachelor of Management degree from the University of Lethbridge in 2005 and earned his CLU and CHS designations in 2014. His main area of specialty is insurance and estate planning.Away from the office, PJ enjoys spending time with his family golfing, skiing and watching his kids play sports.

Jared Cox B. Mgmt, CEBS, CLU, CHS

Partner, Practice Focus - Benefits & Pension

Jared joined the team in 2012 after graduating from the University of Lethbridge. Since then, he has continued to expand his knowledge by completing a variety of industry designations, including Certified Employee Benefits Specialist (CEBS), Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS) and is currently a member of key industry groups, including The Benefits Alliance Group, CALU and Advocis. He enjoys developing relationships with the business and political community as an advocate for business and is also a past Chair of the Lethbridge Chamber of Commerce.Outside of work, Jared enjoys spending time with his wife and kids golfing, skiing and travelling.

Geoff Cox B. Comm., CFP, CLU, Ch.F.C.

Partner

Since joining Cox Financial Group in 1981, Geoff has developed strong working relationships as a trusted advisor with business owners, professionals and their families. He believes learning about people’s personal and financial goals is essential to helping them develop strategies to achieve them. This has been, and continues to be a fun, rewarding experience for him. Family is important to Geoff and he has found it rewarding to be able to work with his father, brother and son while providing service to multi-generational clients and their families. Geoff is excited to be able to work with PJ, Brett and their teams which positions Cox Financial Group to be able to provide excellent, trusted advice for generations to come.Away from the office, Geoff and his wife Andrea love to spend time with their growing family and friends, while travelling and trying to keep healthy by being active daily.

Brad Cox B. Mgmt., CLU, Ch.F.C.

Partner

Brad began his career with London Life in 1981, after graduating from the University of North Dakota (UND) with a bachelor of Management degree. While attending UND, Brad was on the hockey team that won the NCAA National Championship in 1980. He has always enjoyed participating in the community and has engaged with many foundations in Lethbridge, helping to raise funds for the University of Lethbridge, Lethbridge College, Alberta Summer/Winter Games and many others. He was also part of the committee that helped bring university hockey to Lethbridge in 1982 and co-coached the team until 1988.Brad enjoys playing golf and hockey and can always be found practicing or teaching down at the course or on the ice. Brad is married to Claire, and they have two children. Kailey (who resides in Montana with her husband Andy and their son Miles) and Connor (who lives in Saskatchewan and is a finance manager in the automotive industry).

Community Involvement

We take great pride in contributing to the wellbeing of our community. Throughout our many years in business, we have supported dozens of local organizations including...

Community Foundation
University Logo
Lethbridge College
Big Brothers Big Sisters
United Way
Chinook Regional Hospiral Foundation
Lada
Lethbridge Ywca
Rmhc
Lethbridge Chamber Of Commerce

Community Involvement

We take great pride in contributing to the wellbeing of our community. Throughout our many years in business, we have supported dozens of local organizations including...

Community Foundation
University Logo
Lethbridge College
Big Brothers Big Sisters
United Way
Chinook Regional Hospiral Foundation
Lada
Lethbridge Ywca
Rmhc
Lethbridge Chamber Of Commerce

We Belong To Leading Edge Organizations:

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Work with trusted advisors who know you