Articles & Insights

Canada Dental

Canada Dental Benefit Programs – What you need to know

January 10, 2024

Click below to download a useful summary of the Canada Dental Benefit Programs that helps summarize what you need to know about: If you have questions or want to discuss considerations of your benefits plan, please do not hesitate to contact us. This content is powered by the Benefits Alliance Group. Cox Financial Group is…

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Pond

Winter 2024 Market Update

December 17, 2024

2024 has been a year of surprises. The bulk of analysts and market pundits expected a below-average year, at best for investors. Many expected a recession to finally arrive after the rapid increase of interest rates seen in 2022/2023. This was due to the impact of higher rates being felt in the economy.  The expectation…

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The Importance of Having a Continuation of Benefits Policy

December 11, 2024

Exciting News! One of our Partners has been featured on the Benefits Alliance website. Check it out for insights on the Importance of Having a Continuation of Benefits Policy. Benefits advisors see it all too often: team members receiving full benefits, including health and dental, for years when they are on disability or other leaves…

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Fall4

Fall 2024 Market Update

September 23, 2024

The summer months continued the trend we have seen thus far in 2024 – with quality, consistent returns interrupted by short bouts of market volatility. While investors continue to remain optimistic that the world’s largest economy in the United States trends for a soft landing, any economic data to the contrary has resulted in market…

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Summer 2024 2

Summer 2024 Market Update

June 28, 2024

The second quarter of 2024 offered some changes relative to Q1 2024 and Q4 2023, as volatility returned and we saw performance dispersion. Most notably, the S&P 500 and the NASDAQ continued higher following a difficult month of April, while the Canadian TSX saw little change, nearing flat performance for the quarter. There are a…

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Capture

Adding Our Voice to Pharmacare

June 20, 2024

Through Cox Financial Group’s membership of the The Benefits Alliance Group we have been hard at work advocating for a better version of Pharmacare on behalf of Canadians. Canada’s new—and only—national advocacy body for plan sponsors and plan members has earned a seat at the pharmacare table. “Our voice is resonating,” says Carolyne Eagan, principal…

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Spring 2

Spring 2024 Market Update

April 4, 2024

Investment markets continued their impressive march higher in the first quarter of 2024, with euphoric returns in tech-related stocks continuing to exceed expectations. Namely, NVIDIA and Meta (formerly known as Facebook). While market breadth has improved in 2024, mega-cap stocks with ties to artificial intelligence continue to defy gravity. This has resulted in markets reaching…

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Winter 2

Winter 2023 Market Update

December 11, 2023

Our 2023 Winter Market Update starts much like the 2022 version: November provided a considerable rebound in most markets, posting one of its largest rallies on record. After challenging months in September and October caused by renewed concerns about inflation and interest rates continuing to rise, major stock markets are closing in on all-time highs…

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Employee Perks

NEW Employee Perks & Resources

October 4, 2023

NEW Employee Perks & Resources We are always seeking ways to provide additional value to you as one of your trusted business partners. Now you can compete and retain talent like the big employers by offering your team free access to Trusted Resources who will help your team members in their journey toward financial security…

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Fall2

Fall 2023 Market Update

October 2, 2023

We head into fall with no shortage of financial & economic headlines.  In the past few weeks, both the Bank of Canada and the U.S. Central Bank maintained their overnight interest rates at 5% and 5.5%, respectively.  More importantly, both agencies have indicated their intentions to leave rates higher for longer.  Unfortunately, this has brought…

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