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
How to Choose a Financial Advisor in Lethbridge
Choosing a financial advisor is about more than finding someone to manage your investments. Here’s what Lethbridge families, professionals and business owners should consider when choosing an advisor to help manage their wealth.
Fall 2026 Market Update
The past quarter delivered a generally constructive backdrop for investors, although economic conditions remained uneven. In Canada, real GDP rebounded by 0.8% in the second quarter, supported by stronger exports, consumer spending and business investment, while inflation stood at 3.0% and unemployment at 6.4% in August. South of the border, the U.S. economy continued to expand, with second-quarter GDP growing…
Alberta Bill 11: What employers need to know before October 1, 2026
The rules are changing. We’re here to help you understand the impact, stay compliant, and prepare your plan. The Short Version Beginning October 1, 2026, employer-sponsored benefit plans must pay first for eligible drug and certain health claims before Alberta Seniors or Alberta Blue Cross Non-Group Coverage. At the same time, active employees can no longer have eligible drug and…
“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