stevecox.ca

Your Investments

Wise asset allocation and careful investment selection are key to a well-balanced portfolio.

Your Retirement

Retirement comes with many possibilities. We help you make the most of every opportunity.

Protecting Your Family

No financial strategy is complete without a plan to protect loved ones from financial loss.

Retiree

Careful planning can help to ensure a high income level during retirement.

Established Family

Families with older children need a wise cash flow management plan to help contend with rising...

Your Legacy

A detailed estate plan creates a legacy that can benefit your heirs in many ways.

Young Family

A wise financial strategy keeps a family on track during all the "growing-up" years.

Starting Out

A good financial strategy is a great foundation for a solid relationship.

Your Child's Education

Few things in life are more rewarding than helping the next generation get a great education.

Single

When life situations change a good financial strategy can help to lower the stress.

Income Tax Planning

Minimizing taxes through carefully planning is a powerful financial strategy.

Running a Business

Running a successful business can be one of life's most rewarding experiences.

As a professional financial advisor, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.

Stephen Cox, CFP

Certified Financial Planner
Desjardins Financial Security Independent Network
Desjardins Financial Security Investments Inc.

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MDRT Life & Qualifying Member, MDRT Life Member refers to qualifications and criteria relating to Desjardins Financial Security Independent Network and my insurance practice only, and is not related to Desjardins Financial Security Investments Inc. and my mutual funds practice.

A financial professional since 1996, Stephen Cox has over two decades of experience guiding retirees and pre-retirees toward their financial goals through the ups and downs of the economy. The hallmark of his services is his personalized, comprehensive approach.

“I emphasize personalized service,” Steve says, “because everyone has different financial goals and is best served by strategies customized for his or her unique needs and core values. By offering comprehensive services, I can design strategies for all aspects of a client’s financial life and weave the strategies into a coherent financial plan so all aspects work together efficiently.” Steve also holds a license for life insurance and is registered for the sale of mutual funds in Nova Scotia, New Brunswick, Newfoundland, Ontario and Alberta.

In addition to the in-depth knowledge that comes from experience, Steve brings to clients extensive education, including a Bachelor of Commerce from Saint Mary’s University and the designation of Certified Financial Planner® (CFP®) professional. Earning that designation required advanced coursework that trained him to help clients with virtually all their financial needs, from financial and retirement planning to cash-flow and long-term care planning.

Due to his professionalism, Steve has earned membership in the Million Dollar Round Table, considered the standard of excellence in the financial services industry. An even greater tribute to him is his loyal, growing clientele.

Away from work, Steve serves the community through a number of charitable organizations & is a regular blood donor. His leisure activities include spending time with his wife and son in the great outdoors.

What is a Financial Planner?

The preceding CFP video was provided by the Financial Planning Standards Council (www.fpsc.ca).

CFP®, Certified Financial Planner® and the flame logo are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB. All other ® are registered trademarks of FPSC, unless indicated.

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Millions of Canadians are without adequate insurance.

Use these online tools to learn more about affordable MANULIFE insurance solutions.

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My Actualis newsletter provides you with interesting information relevant to your financial situation. In it you will find a variety of articles summarizing current industry news and trends, in addition to useful tips to help you define your real needs and better understand the financial solutions available to you.

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Stephen Cox, CFP

What is a Financial Planner?

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