Company Overview

APEX INVESTMENT MANAGEMENT is a full service independent financial planning firm with a team of financial planning specialists. We offer a wide range of financial services and products to our clients and we specialize in customizing financial advice to families who are striving towards financial independence.

As a full service financial planning firm we provide our clients with objective, unbiased and comprehensive advice on a wide variety of financial planning matters. Once a plan is created, we are also able to implement these recommendations. At APEX Investment Management we bring our clients peace of mind, security and freedom from the responsibilities of dealing with complex financial situations by providing products and services from a full range of financial institutions. We aim to deliver exceptional client centered service to exceed client expectations in a meaningful way that will enhance their lives and add value to their situation.

Working with our advisory board of external professionals and specialized business associates, our advisors are able to provide our clients with access to an even broader range of expertise which will enable us to address any financial issues that extend beyond the scope of basic financial planning.

We currently offer services that include Comprehensive Financial Planning, including Investment Planning, Estate Planning & Tax Strategies, Retirement Planning and Insurance Analysis. In addition, we also offer financial planning services to our corporate clients and can assist with Individual Pension Plans (IPPs), Employee Benefit Plans (Group Health and Group RRSP), Key-Man Insurance and Buy/Sell Agreement Funding.

Please call us directly for more information. We are here to help and can offer you the expertise required to manage all your financial affairs. Let us unlock your potential!