Lethbridge Wealth Planning
Confidently Plan Your Financial Future - With Advisors Who Understand You
Ensuring your continued success
You know where you want to go. We can help you get there.
We work with high-net-worth individuals, families, business owners and professionals to pinpoint specific goals, then map a way forward to get there.
“My experience with Cox Financial Group has been outstanding. They are efficient, professional and they do an excellent job of finding the right product for your individual needs.”
- Delayne Siemens, Lethbridge
4.8 stars on Google Reviews (16 reviews)
Request your free 30 minute consultation today
Your Trusted Advisors
When it comes to planning your financial future, who you work with matters. Our accredited advisors combine decades of experience with a genuine commitment to helping Alberta families and businesses succeed with strategies tailored to your unique goals.
Brett Johnson
B.Mgmt., QAFP, CIM
Adam Weersink
B.Mgmt., CFP, CIM
Prosper
Portfolio Management
You spend your days creating wealth. You don’t need to spend your nights managing it. Let go of your money worries.
Protect
Insurance
Few things in life are certain, but with proper planning you can safeguard your business and your loved ones no matter what happens.
Pass on
Estate Planning
Ensure the success of the next generation with proper planning and execution that will transfer your wealth and assets smoothly and tax-efficiently.
“I’ve been with Cox Financial Group for some years now and during this time I’ve been very impressed with their competence, not only with their wise and skillful placement of my money but also their very professional organization. I would highly recommend them.”
- Andrew Stewart, Lethbridge
Frequently Asked Questions
Who do you work with?
We work with high-net-worth individuals, families and business owners in Southern Alberta and beyond.
What services do you offer?
We specialize in holistic wealth planning services, including Insurance, Estate Planning, Investment Portfolio Management and Benefits & Pension.
What is Wealth Planning?
At a certain point in time, success takes on a life of its own, and just dealing with your finances and wealth can become a full-time job. We take on the worries and stresses of strategically managing your wealth so you can focus on what you do best.
Why work with us?
We are a relationship-first wealth planning team who takes the time to get to know each person (and their loved ones) in our exclusive group of clients. That means you have access to a wealth planning team who knows you, understands your goals, and can help simplify complex issues in wealth planning.
Where are my investments held?
We partner with Aligned Capital Partners Inc. (ACPI) as our independent investment dealer because they provide the tools and technology we need to be a truly independent practice.
ACPI is a regulated investment dealer that manages over $10B in assets through a group of 200+ Independent Advisors across Canada. They are a member of the Canadian Investor Protection Fund (CIPF) and regulated through the Canadian Investment Regulatory Organization (CIRO).
Is my money safe with you?
Independent investment dealers need to enter a custodial relationship with a carrying broker (a “back office”). Carrying brokers provide custody services to your assets, segregate your securities, maintain accurate records of your transactions and prepare tax documents. ACPI’s back office is CI Investment Services (CIIS), a subsidiary of CI Financial Inc. CI Financial Inc. is one of the largest investment management companies in Canada, and trades on the Toronto Stock Exchange. CI Financial Inc. has over $450 billion in assets under management and advisement. CI Investment Services is a member of the Canadian Investor Protection Fund (CIPF).