Comprehensive wealth planning services for prosperous Canadian families, businesses, and professionals.
Certified wealth planners you can trust to put your family first
Many Canadians used to believe that they needed to search out big corporate advisory teams in Toronto to access quality wealth advice. Our team brings that big-city expertise to clients nationwide with a suite of premium wealth planning options for high-net-worth families, businesses and professionals.
With a home base in Alberta and servicing clients across Canada, we focus on building personal, long-standing relationships with all our clients. Because holistic wealth planning is about more than just tax or the markets—it’s about you, your family and achieving your goals.
Wealth Planning
Protect your family, your business, your legacy
Benefits & Pension
Support your workforce to help your business thrive
Articles & Insights
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 haven’t been as eye‑catching as…
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 how interest rate changes may…
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, or paying down debt –…
“We have been working with the Cox Financial Group both personally and through our business for many years. The entire team is knowledgeable, friendly, and quick to respond to any questions. They have handled our benefit plan and have come up with a plan that works extremely well for our business and our employees. Their ability to provide a wide range of services is also an advantage to us. I highly recommend the Cox Financial Group!”
- Jonas