Financial Planning
We will help you prioritize your personal financial goals and aspirations, and establish a plan to meet them while maintaining your current lifestyle.
Insurance
We’ll help you make sure that you have the coverage you require to help you and your family minimize the risks of every day life.
Mortgages
We’ll help you prepare and secure financing for the biggest, most exciting purchase that you will probably ever make in your lifetime.
Customer Care
Our Certified Financial Planners believe in relationship building and communication every step of the way.

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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