Wealth Planning

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.


Portfolio Management

You spend your days creating wealth. You don’t need to spend your nights managing it. Let go of your money worries.



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.

“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

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 Investment Industry Regulatory Organization of Canada (IIROC).

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 National Bank Independent Network (NBIN), and NBIN is a subsidiary of National Bank of Canada - Canada’s 6th largest bank. So, if ACPI went insolvent, it means your investments are protected as they are technically with a carrying broker backed by a federally regulated schedule A bank. In short, yes, your money is safe and secure with us.

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