Comprehensive wealth planning services for prosperous Southern Albertan families, businesses & professionals

Certified wealth planners you can trust to put your family first

Accessing leading edge wealth planning expertise once meant working with advisory firms from Calgary, Toronto, or other large city centres. Our team brings that big-city expertise to the heart of Southern Alberta with a suite of premium wealth planning options for high-net-worth families, businesses and professionals.

Based here in Lethbridge, 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

Asset 15

3 Things You Should Know About The Pricing Of Employee Benefits

August 4, 2022

1. Target Loss Ratio (TLR) The Target Loss Ratio is the percentage of every dollar your insurance carrier expects to pay out in the form of claims for experience-rated benefits…

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A Gift I Never Knew I Wanted

March 19, 2022

What 21 year-old would want “The Gift of Life Insurance” from his grandparents? I knew my Grandpa, Harry Cox had been in the life insurance business, as were his two…

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Cox Brothers

Community Builder

June 19, 2021

I’m proud to see this article recognizing my Grandpa and the family in the University of Lethbridge Donors report. Community was so important to him. Here is the link (page…

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“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

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