Empowering Your Financial Freedom
Welcome to Cox Financial Group, a multi-generational, independent wealth and insurance advisory firm that has been helping Southern Albertans and Canadians achieve financial freedom and peace of mind since 1957. Our team of specialists is dedicated to providing unparalleled planning services to high-net-worth families, businesses, and professionals. We pride ourselves on building personal, long-standing relationships with our clients, and understanding their unique goals and aspirations.
Our Services
At Cox Financial Group, we offer a comprehensive suite of premium wealth planning options, including:
- Wealth Planning: Our certified wealth planners are dedicated to helping you protect your family, your business, and your legacy. We understand that holistic wealth planning is about more than just tax or the markets - it's about you, your family, and achieving your goals.
- Benefits & Pension: Our benefits and pension consultants specialize in supporting your workforce to help your business thrive. We offer a range of options to help you attract and retain talented employees, and to ensure your business is set up for success.
- Portfolio Management: Our team of experts will work with you to create a customized investment portfolio that aligns with your goals and risk tolerance. We use a disciplined, research-driven approach to help you grow and protect your wealth.
- Insurance: Our insurance representatives offer a range of insurance options to help you manage risk and protect your family, your business, and your assets. We work with you to identify your unique needs and create a customized insurance plan that provides peace of mind.
- Estate Planning: Our team of experts will work with you to create a customized estate plan that ensures your wishes are carried out and your loved ones are taken care of. We understand that estate planning can be complex, and we're here to help you navigate the process with confidence.
Our Team
At Cox Financial Group, we believe that wealth planning is as much about fostering a trusting relationship as it is about maximizing financial gains. That's why we work with a limited number of clients, sitting down with each to better understand goals and aspirations - families and teams - then tailor plans to fit. Our team of specialists includes wealth advisors, insurance representatives, and benefits and pension consultants, all working together to ensure each and every client receives unparalleled planning services.
Our team includes:
- Lindsey Heggedal, Director of Client Services
- Tamara Oakley, Associate
- Christine Carriere, B. Mgmt, QAFP Senior Investment Associate
- Tyler Demers, B. Comm, CFP, FMA, CIM, CEBS Director of Operations
- Brett Johnson, B.Mgmt., QAFP, CIM Partner, Practice Focus - Private Wealth
Work with Us
If you're looking for an elite team of specialists with top-level designations and training, look no further than Cox Financial Group. We're focused on cultivating relationships with our clients, understanding their unique goals and aspirations, and providing caring, independent, and unbiased advice that they can trust. Contact us today to see if we're a good fit for you.
Overall Experience
The reviewers have had excellent experiences with Cox Financial Group, with all ratings being 5 stars. The company has been praised for its excellent service levels, knowledgeable staff, and personalized service.
Key Strengths
- Service Levels: The reviewers have highlighted the excellent service levels provided by Cox Financial Group, with staff being attentive to their needs and providing great options and advice.
- Knowledge and Expertise: The company's staff has been praised for their knowledge and expertise in benefits and financial planning.
- Personalized Service: The reviewers have appreciated the personalized service provided by Cox Financial Group, with staff taking the time to understand their business and advise them accordingly.
Additional Comments
- Many reviewers have appreciated the company's responsiveness, with staff being quick to respond to their needs and concerns.
- The company has been praised for its ability to provide valuable insights and advice, helping businesses and individuals make informed decisions.
- The reviewers have also appreciated the company's professionalism, with staff being efficient, professional, and dedicated to their customers.
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