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We focus on building long-term working relationships with our clients, enabling us to provide sophisticated, customized solutions to suit their unique needs.

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Cox Financial Group, Lethbridge Benefit Advisors, Employee Benefits, Estate Planning, Lethbridge, Brad Cox, Jared Cox, Geoff Cox, Harry Cox, Southern Alberta Advisors, Alberta Blue Cross, Silverberg Group, Alberta Workplace Solutions, London Life
Cox Financial Group, Lethbridge Benefit Advisors, Employee Benefits, Estate Planning, Lethbridge, Brad Cox, Jared Cox, Geoff Cox, Harry Cox, Southern Alberta Advisors, Alberta Blue Cross, Silverberg Group, Alberta Workplace Solutions, London Life

Who We Are

We are a generational, independent insurance & wealth advisory firm that was established in 1957. 

 

 

What We Do

We develop long-term working relationships with successful business owners, professionals and their teams and take the time to discover their unique needs and challenges.  We specialize in estate planning, life insurance, employee benefits and wealth management.

 

 
Cox Financial Group, Lethbridge Benefit Advisors, Employee Benefits, Estate Planning, Lethbridge, Brad Cox, Jared Cox, Geoff Cox, Harry Cox, Southern Alberta Advisors, Alberta Blue Cross, Silverberg Group, Alberta Workplace Solutions, London Life

Estate Planning

We help clients grow, protect and transfer their wealth in the most effective manner.  This involves simplifying complex planning issues and helping our clients design and plan for future ownership strategies.

Cox Financial Group, Lethbridge Benefit Advisors, Employee Benefits, Estate Planning, Lethbridge, Brad Cox, Jared Cox, Geoff Cox, Harry Cox, Southern Alberta Advisors, Alberta Blue Cross, Silverberg Group, Alberta Workplace Solutions, London Life

Employee Benefits

Our unique approach helps clients maximize value from their benefit dollars.  We ensure that our clients' plans are funded in the most efficient manner, their employee's understand the value of their programs and all programs align with the organization's values and objectives.

Cox Financial Group, Lethbridge Benefit Advisors, Employee Benefits, Estate Planning, Lethbridge, Brad Cox, Jared Cox, Geoff Cox, Harry Cox, Southern Alberta Advisors, Alberta Blue Cross, Silverberg Group, Alberta Workplace Solutions, London Life

Wealth Management

We provide discretionary investment management services for high net worth individuals, families and foundations.  We build long-term relationships so that we are able to understand your needs and challenges and provide ongoing professional guidance acting as your trusted advisor.