Wealth
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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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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Thinking of Selling the Farm? Here’s What Alberta Farmers Need to Know Before They Do
For many Alberta farm families, the decision to sell the farm isn’t just a business transaction – it’s a deeply personal one. Whether you’re retiring, passing the torch to the next generation, or simply moving on to new ventures, selling a farm is often the culmination of decades of hard work, legacy building, and emotional…
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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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Selling Your Business? Key Planning Strategies Every Alberta Business Owner Needs to Know
Selling a business is a once-in-a-lifetime event for many Alberta entrepreneurs. Whether you built your company from the ground up or took over a family enterprise, deciding to sell is rarely just about the money – it’s about letting go of a personal legacy, transitioning into a new life phase, and securing financial independence for…
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Is a Family Trust Right for You? The Pros and Cons for Canadian Families
Family trusts are a powerful tool in the world of wealth planning – but like any strategy, they aren’t one-size-fits-all. For Canadian families looking to preserve wealth, minimize tax burdens, and plan for future generations, a family trust can offer significant advantages. However, it also comes with important complexities and considerations. Here’s an overview of…
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Is It Time to Hire a Financial Planner? Here’s How to Know
At some point in your financial journey, the question naturally arises: Do I need a financial planner? Whether you’re just starting to build wealth or managing an increasingly complex portfolio, professional advice can make a measurable difference – not just in returns, but in confidence and clarity. But how do you know when it’s time…
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10 Things Clients with $10 Million or More Need to Know to Grow and Protect Their Wealth
If you’ve accumulated $10 million or more in net worth, congratulations – you’ve achieved a level of financial success few ever reach. But with greater wealth comes greater complexity. At this level, managing your financial life requires more than basic investment strategies and simple estate planning. It requires a sophisticated, integrated approach to ensure your…
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