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…
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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…
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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…
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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…
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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,…
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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…
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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…
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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…
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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…
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Celebrating Excellence: Jared Cox Recognized as a “Rising Star” in Benefits and Pension Advisory
We’re proud to share that Jared Cox, Partner at Cox Financial Group, has been named a Rising Star in the category of Benefits and Pension Advisors by Benefits and Pension Monitor, a leading national publication. At just 34, Jared has already made a meaningful mark on both our clients and our firm. But if you…
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The Impact of Interest Rate Changes on Your Investment Strategy
Timely insights for both conservative and growth-focused investors in a shifting rate environment After several years of elevated borrowing costs aimed at taming inflation, central banks are now shifting gears. With inflation cooling and economic growth showing signs of slowing, both the Bank of Canada and the U.S. Federal Reserve have begun cutting interest rates.…
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Why Succession Planning Matters – And How We’re Practicing What We Preach
A recent survey highlighted in The Globe and Mail revealed something that may surprise – and concern – many investors: while 91% of clients believe it’s important for their adviser to have a succession plan, four out of five advisers still don’t have one in place. That disconnect matters. Clients spend decades building trusted relationships…
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