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Cox Financial Group

17 reviews

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536 18 St S, Lethbridge, AB T1V 1V1, Canada Get Directions

wealth management companies Best Wealth Management Companies in Canada Best Wealth Management Companies in Alberta

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Service	Sub Service	Average Price Range (USD)
Employee Benefits	Group Benefits Plan	$300 - $500 Call to Book
	Employee Assistance Program	$50 - $100 Call to Book
	Wellness Programs	$200 - $400 Call to Book
Retirement Planning	Group RRSP	$100 - $200 Call to Book
	Individual Retirement Accounts	$100 - $300 Call to Book
	Pension Plans	$200 - $350 Call to Book
Life Insurance	Term Life Insurance	$20 - $50 Call to Book
	Whole Life Insurance	$50 - $100 Call to Book
	Universal Life Insurance	$30 - $70 Call to Book
Investment Services	Portfolio Management	$500 - $1000 Call to Book
	Financial Planning	$150 - $300 Call to Book
	Wealth Management	$250 - $600 Call to Book

ABOUT Services Excellence Summary

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.