About

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.

Kent leads the Cox & Associates Financial Services Inc. team, and has been working with Clients since 1997. He has knowledge in wealth accumulation and guiding Clients on how to enjoy their hard-earned savings in retirement. Kent understands the importance of listening to Clients and helping them build a plan to achieve their goals. He specializes in wealth management strategies for high net-worth individuals, business owners, and retirees.



Kent is dedicated to continuing his education and holds a CERTIFIED FINANCIAL PLANNER® (CFP®) designation and Certified Health Specialist (CHS™) designation. Living and working in Charlottetown, Kent is proud to have built a true family business with two daughters working in the firm.

Olivia is a dedicated Associate Advisor on the Cox & Associates Financial Services team. Olivia is advising young professionals by developing personalized financial roadmaps to help Clients buy their first home, plan for their children’s education, grow their net worth and protect their families. She strives to help Clients build their financial knowledge so they can make important life decisions with confidence and achieve their goals.

Olivia has a Bachelor of Science Degree in Engineering from the University of Prince Edward Island and is committed to continuous education. She holds both insurance and wealth licenses. Olivia and her husband, Jordan, reside in Cornwall and live an active lifestyle with their two high-energy huskies. Outside of the office, you will find her outdoors on a hike, relaxing at the beach, or catching some amazing, local PEI musicians.

Abigail is an Associate Advisor and is the newest addition to the Cox & Associates Financial Services team. She holds a Bachelor of Arts in Journalism and Communications and she is licensed in both wealth and insurance. She works with young Islanders to create tailored financial strategies that reflect their goals and support their long-term financial well-being. Drawing on her background in journalism, Abigail takes the time to understand each Client’s unique story to create thoughtful and personalized financial guidance.

Passionate about financial education, Abigail believes that informed Clients are empowered to make important life decisions with confidence and work toward long-term financial success.

Abigail and her partner, Cody, reside in Emyvale, PEI. Outside of the office, she enjoys spending time training and riding her horse. She loves being around animals and when she's not in the office, she can be found helping out on the farm year-round.

Greg has been in the financial services industry since 2008. In 2011, he joined Sun Life holding a variety of roles as a financial planner and manager. He has a passion for financial planning and helping Clients retire. Greg works with Clients to analyze what they have and where they want to go. He provides written financial plans to individuals, families and business owners.

Greg graduated from Dalhousie University with a B.Comm majoring in Finance. He holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, as well as a Certified Health Specialist (CHS™) designation. Greg lives on the West River with his wife and two daughters.

Leanne has been an integral member of our team since 2007. As our Office Manager, she keeps the office running smoothly and serves as a primary point of contact for our Clients, assisting with transactions and answering inquiries. Licensed in both wealth and insurance, Leanne is committed to ensuring every Client - whether an individual, family, business owner, or group Client; receives knowledgeable, efficient, and personalized support.

Leanne lives in Charlottetown with her husband Chris, and their four children. Outside the office, she enjoys spending time with her family, especially relaxing together at the beach.

Lori has been working in the financial services industry for over three years. Coming from a family owned and operated business, she understands the value of teamwork and providing Clients with exceptional service. With more than 25 years of professional experience, Lori is dedicated to making every Client feel welcome and supported. As the friendly face who greets Clients when they arrive at the office or the first voice they hear when they call, she takes pride in creating a positive experience from the very first interaction.

Lori grew up in PEI and currently resides in Stanhope.