Articles & Insights
Cox Private Wealth named 5-Star Advisory Team
We’re Honoured to Be Named a 5-Star Wealth Advisory Team by Wealth Professional Canada We are proud to share that our firm has been named a 5-Star Wealth Advisory Team by Wealth Professional Canada – a prestigious recognition that reflects the high standards of excellence, client service, and integrity that guide everything we do. This…
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…
Summer 2026 Market Update
As we passed the midpoint of 2026, markets are still sending mixed signals. Equity performance has been uneven across sectors, fixed income is finally behaving like fixed income again, and alternatives continue to provide stability. However, the biggest driver remains interest rate expectations – and whether central banks can cool inflation without stalling growth. What’s…
Delivering Excellence Locally: Celebrating Our Newest “Top 40 Under 40” Leader
We have some exciting news to share from the office this week! The Lethbridge Chamber of Commerce recently released its highly anticipated Top 40 Under 40 list, and we are incredibly proud to share that our very own Adam Weersink has been named to this year’s class. The Chamber’s Top 40 Under 40 initiative recognizes…
Alberta Bill 11: What It Means for Your Benefit Plan
Bill 11 is changing how group benefit plans work in Alberta.We’re already on it. You may not have heard of Alberta Bill 11 yet, and that’s okay. That’s what we’re here for. Late last year, the Alberta government passed the Health Statutes Amendment Act, 2025 (No. 2), commonly known as Bill 11. It received Royal…
Spring 2026 Market Update
Over the past few months, markets have mostly been adding to the strong gains we saw in 2024 and 2025, just in a bumpier, more grown‑up way. Global stock markets are still getting support from decent economic growth and the idea that interest rates will likely continue to come down over time, but the returns…
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…
Your 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,…
Year-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…
Retiring in Canada: How Much Do You Really Need?
Retirement planning can feel like a moving target for many Canadians. Market uncertainty, rising living costs and increasing longevity have made it more important than ever to understand what you truly need to retire with confidence. A successful retirement plan is not built on a single number. It is built on a clear picture of…
Why Every Canadian Investor Needs a Holistic Financial Plan in 2026
As we move into 2026, Canadian investors are navigating a financial landscape that is more complex than ever. Markets remain volatile, interest rates have shifted, tax rules continue to evolve and new investment products and technologies are emerging at a rapid pace. In this environment, a holistic financial plan is not only helpful. It is…
Fall 2025 Market Update
From June through September, markets were buoyed by growing optimism that interest rates are finally set to move lower. In the United States, stocks continued their strong run, with the S&P 500 up around 8% for the quarter. Technology companies once again led the way, but strength was broad-based as investors anticipated a more supportive…