About

Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.

Cox & Associates Financial Services

We are a team dedicated to helping Clients achieve financial success. In today's world, we believe a team approach allows our organization to provide high quality information about financial products and services. 


Cox & Associates Financial Services

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.

Job Title: It all starts with great advice!

Languages spoken: English

Phone: (902) 894-7777

Email: kent.cox@sunlife.com

Address: 45 Maple Hills Avenue,, Charlottetown, PE, C1C 1P5 Canada

Kent J. Cox

Kent leads the Cox & Associates Financial Services Inc. team. Kent has been working with Clients since 1997. Kent has expertise in wealth accumulation and guiding Clients on how to enjoy their hard-earned nest egg in retirement. We believe it is paramount to understand Client’s specific situation and goals. Based on your needs, Kent will help you make informed financial choices. He will help you build your savings, protect what you save against unexpected events and prepare financially for the future.



Kent commits to continuous education and holds a CERTIFIED FINANCIAL PLANNER® (CFP®) designation and Certified Health Specialist (CHS™) designation. Kent lives in Charlottetown with his wife and has three grown children. 


Job Title: Financial Planner, Sun Life

Phone: (902) 894-7777

Email: kent.cox@sunlife.com

Greg Fox

Greg has been in the financial services industry since 2008. In 2011, he joined Sun Life in 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 a written financial plan for individuals, families and business owners. This plan serves as the foundation of our recommendations, to ensure we provide the best advice to Clients.

 

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 young daughters.

Job Title: Financial Planner, Sun Life, B.Comm., CFP®

Phone: (902) 894-7777

Email: greg.fox@sunlife.com

Olivia Cox

Olivia is an Associate Advisor and the newest addition to the Cox & Associates Financial Services team. With an engineering background, and she joined the team in 2022 after working on sustainable transportation with the Government of PEI.


Olivia is advising young Islanders by developing personalized financial strategies to help them reach their goals. Her mindfulness and analytical background allow her to develop tailored plans with Clients. She strives to help Clients build their financial knowledge so they can make important life decisions with confidence and achieve their goals.


Job Title: Associate Advisor, Sun Life

Phone: (902) 894-7777

Email: olivia.cox@sunlife.com

Leanne Young-Mcdonald

Leanne has been an integral member of our team since 2007. She runs the office and is a main point of contact for Clients to complete transaction and field inquiries. Leanne is licensed to perform both wealth and insurance transactions. Leanne’s focus is ensuring all Clients receive top-notch service, whether it be individuals, families, business owners or group Clients.

 

Leanne lives in Charlottetown and enjoys days on the beach with her husband, Chris and four children.


Job Title: Service Associate, Sun Life

Phone: (902) 894-7777

Email: leanne.young.macdonald@sunlife.com

Lori McAleer

Lori is new to the financial services industry. She has been providing Clients with friendly and professional service for over 25 years. Coming from a family owned and operated business, Lori has a great understating of working together as a team. She knows what it takes to provide exceptional service and grow long lasting relationships with Clients.


Lori grew up in PEI and currently resides in Charlottetown. 

Job Title: Advisor Assistant, Sun Life

Email: lori.mcaleer@sunlife.com

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

Sunlife
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.