Cox Private Wealth named ‘Excellence Awardee’ for Advisory Team of the Year

Wpa25 Standard

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 program that celebrates excellence in the Canadian wealth management industry. To be acknowledged alongside many of the country’s most respected firms is a true honour and a reflection of the trust our clients place in us every day.

At the heart of this achievement is our unwavering commitment to providing thoughtful, personalized, and forward-thinking financial advice. We believe that wealth management is not just about numbers—it’s about helping people make meaningful decisions that support their goals, their families, and their futures.

This award recognizes not only the strength of our team and the strategies we employ, but also the relationships we’ve built. We’re grateful to our clients for the opportunity to serve as their trusted advisors, and to our entire team for their expertise, professionalism, and dedication.

As we look ahead, we remain focused on delivering exceptional service and innovative wealth solutions that make a real difference in the lives of those we serve.

Thank you for being part of our journey.

You can view the list of nominees and other Wealth Professional awards here: Wealth Professional Awards

Posted in

Sign up for our email list to learn how to successfully build and manage your wealth

This field is for validation purposes and should be left unchanged.

Work with wealth experts who know you