Articles & Insights
Top Tax-Saving Strategies for High-Income Canadians
Maximize wealth while minimizing your tax burden As a high-income earner in Canada, your financial success comes with a greater tax liability. With top federal and provincial marginal tax rates exceeding 50% in some provinces, strategic tax planning is essential to preserving and growing your wealth. At Cox Financial Group, we specialize in helping high-net-worth…
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Living Longer, Planning Smarter: How Longevity in Canada Impacts Your Retirement
Canadians are living longer than ever before. With average life expectancy now exceeding 82 years, and many individuals living well into their 90s, longevity is becoming one of the most significant factors shaping modern retirement planning. While longer lifespans are a testament to better healthcare and improved lifestyles, they also present a critical financial challenge:…
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Asset Sale vs. Share Sale: What Business Owners Need to Know When Selling a Business in Canada
Selling a business is a major financial decision and often the culmination of years or decades of hard work. For Canadian business owners preparing for an exit, one of the first and most important decisions is how the transaction will be structured: as an asset sale or a share sale. Each option comes with distinct…
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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 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…
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Cox 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…
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RRSP vs. TFSA: Which One is Right for You?
When it comes to saving and investing for your future, Canadians have two powerful tools at their disposal: the Registered Retirement Savings Plan (RRSP) and the Tax-Free Savings Account (TFSA). Both offer tax advantages, but they serve different purposes. Understanding the key differences can help you make the most of these accounts and optimize your…
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Winter 2024 Market Update
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
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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Fall 2024 Market Update
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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