We focus on building long-term working relationships with our clients, enabling us to provide sophisticated, customized solutions to suit their unique needs. We are a generational, independent insurance & wealth advisory firm that was established in 1957. 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. 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.
We specialize in estate planning, life insurance, employee benefits and wealth management. 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.
Services
We are proud to be based in Southern Alberta. As a team, we have a history of giving back to our community and we continue to build on that tradition. We strive to operate at an elite level, enabling us to provide sophisticated, customized solutions to suit our clients' unique needs. We pursue continous education to ensure we are leading edge and uphold the highest standard of professional code of conduct.
Lindsey came over to Cox Financial Group during the merger with Lynch Financial Services in 2020. Prior to that she had been with Lynch Financial Services since 2015. Her main focus with the team is providing exceptional client service and offering guidance with individual healthcare options. Lindsey's background is in a variety of other industries including emergency services, administrative support and the hospitality industry.
We help successful entrepreneurs, professionals and their families grow, protect and transfer wealth in the most effective manner. We facilitate the design and implementation of your comprehensive estate plan in a collaborative approach with your current advisory team to help maximize wealth and minimize tax.
We provide innovative advisory services to a number of Southern Alberta's leading employers, ranging from small businesses to international corporations. We have established a unique process to ensure our clients are receiving the maximum value from their employee benefit and retirement programs. Read this case study about how we helped a client redesign their employee benefit and retirement program to retain and reward their best employee's.
We provide comprehensive portfolio management and planning services to affluent individuals, families, as well as corporate and trustee relationships. We start by helping you define and quantify your financial goals and then create a practical, step-by-step plan to help you reach them. Read this case study about how we helped a client achieve safety of capital with enough secure investments to provide adequate income.
Reviews (5)
Andrew Stewart
Jan 22, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
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.
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.
Ian Zadeiks
Oct 10, 2020
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Justin Lariviere
Sep 16, 2020
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Delayne Siemens
Jun 17, 2020
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Brett Kurio
Jun 01, 2020
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