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
Spring 2024 Market Update
We head into fall with no shortage of financial & economic headlines. In the past few weeks, both the Bank of Canada and the U.S. Central Bank maintained their overnight interest rates at 5% and 5.5%, respectively. More importantly, both agencies have indicated their intentions to leave rates higher for longer.
Read more
Canada Dental Benefit Programs – What you need to know
Canada Dental Benefit Programs – What you need to know Click below to download a useful summary of the Canada Dental Benefit Programs that helps summarize what you need to…
Read more
Winter 2023 Market Update
We head into fall with no shortage of financial & economic headlines. In the past few weeks, both the Bank of Canada and the U.S. Central Bank maintained their overnight interest rates at 5% and 5.5%, respectively. More importantly, both agencies have indicated their intentions to leave rates higher for longer.
Read more“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