The APEX Team

Proud community members

At APEX, we’re active members of our community and we take pride in where we are from. Our clients are our friends, family, and neighbours. We believe that every single client is as important as any other, and we will take care of your finances as if they were our own. Our team members are well versed in the six fundamental components of financial planning: Financial Management, Tax Planning, Asset Management, Risk Management, Retirement Planning and Estate Planning.

Michael
co-founder
Scott
co-founder
Shawn
analyst
Denise
assistant
Lisa
assistant
Uxbridge, ON
office

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