Cox & Associates Financial Services Inc.
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Who we service
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Business owners
Families
Incorporated professionals
Let's work together
Cox & Associates Financial Services Inc. is an experienced team of financial service professionals. Together, we have over 80 years of experience. For your long-term goals or your short-term needs, we will work with you to help discover the best strategy to meet your objectives. We’ll work together to understand your goals, prepare for the unexpected and take advantage of new opportunities – throughout your life.
We can help you meet your needs with a number of solutions. From a simple budget to complex strategies, we can help you build lifetime financial security by:
Working with business owners for corporate solutions
Developing an approach that include RRSPs, TFSAs or RESPs
Growing your investments through GICs, mutual funds or segregated funds
Protecting your family when the unexpected happens with term life, permanent life or universal life insurance
Converting your lifetime savings into retirement income when you’re ready to kick up your feet through annuity products, RRIFs or LIFs
Providing you with options for personal health, disability insurance or critical illness insurance.
You can benefit from our professional knowledge and access to some of the industry’s leading insurance and investment products. We can help you build a financial approach customized to your needs.