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Michael P.W. Begg

CFP, CIM, AMP, Co-founder

Along with Scott Crockatt, Michael co-founded APEX Investment Management in Uxbridge in 2003. He has been in the financial planning business since 1998, when he began his career with Investors Group.

Michael earned his Life Insurance license in 1998, adding life, disability, and critical illness insurance capabilities. In 2001, he achieved his Certified Financial Planner designation (CFP). He later completed the Canadian Securities Course (CSC), and achieved his Chartered Investment Manager (CIM) designation, while also attaining a certificate in advanced investment advice. In 2011, Michael also successfully completed the Ontario Mortgage Agent course, and is licensed through the Mortgage Domain, a division of Dominion Lending Centre.

Michael and his wife Nichole reside in Uxbridge, where they are raising their three young sons and are active in the community. Michael is a hockey and baseball coach, acting Conservation Director and Youth Director of the Uxbridge Bassmasters, and is a volunteer with both the Huck Finn and Catch a Dream fishing derbies.

Michael and the APEX team look forward to helping you unlock your financial potential.

Scott F. Crockatt

CFP, AMP, Co-founder

Along with Michael Begg, Scott co-founded APEX Investment Management in Uxbridge in 2003. Scott began his business career in Toronto in 1975, working in purchasing and materials procurement in the manufacturing sector for twenty years, and serving as an Office Manager.

Scott has been in the financial planning business since 1998, when he started with Investors Group after taking the Canadian Securities Course (CSC). Scott also earned his Life Insurance license in 1998, adding life, disability, and critical illness insurance capabilities. In 2001, Scott achieved his Certified Financial Planner designation (CFP). In 2011, Scott also successfully completed the Ontario Mortgage Agent course, and is licensed through the Mortgage Domain, a division of Dominion Lending Centre.

Scott and his wife Deborah moved to Uxbridge in 1984 along with their two children, where they were active in a number of community groups and activities. They became proud grandparents in 2011 and again in 2013. They currently reside on Wood Lake in Muskoka but retain deep roots in Uxbridge and a great sense of pride in the community where they raised their family.

Scott and the APEX team look forward to helping you unlock your financial potential.

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Shawn Malcolm

CFA, CMA, CPA

Shawn Malcolm joined the APEX Investment Management team in 2014, bringing with him over two decades of experience in the investment industry. Shawn is a Chartered Financial Analyst (CFA) and a Chartered Professional Accountant (CMA, CPA).

Shawn’s wealth of experience includes 15 years with major Canadian investment dealers as an Investment Advisor and Portfolio Manager, as well as several years with the Investment Industry Regulatory Organization of Canada (IIROC), Canada’s national self-regulatory organization.

Shawn is active in the community as a baseball and hockey coach in Oshawa, where he resides with his wife, Amanda, and their two children, Matthew and Emma.

Lisa McPherson

Licensed Assistant

Lisa McPherson joined the APEX Investment Management team in October 2012. She is a Licensed Assistant with over 20 years of experience in the financial services industry, including completion of the Canadian Securities Course (CSC). Lisa has a strong background in client services and business operations she assists with client account management and daily operations.

Lisa lives in Whitby with her husband, Andrew, and their three young daughters.

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Denise Nanninga

BA, LLQP, Licensed Assistant

Denise Nanninga joined the APEX Investment Management team in January 2012. A Licensed Assistant, Denise has over 20 years of experience in the financial services industry. She has completed the Canadian Securities Course, Personal Wealth Management course, and also holds a Life Insurance License.

Denise holds a BA in Economics from Wilfrid Laurier University. After completing her degree, she spent five years as a Broker’s Assistant with Richardson Greenshields in Toronto and later joined Investors Group in Markham in 1997. Within the APEX team, Denise assists Michael and Scott with account management, daily operations, insurance sales and service for life, disability, critical illness and group insurance coverages.

Denise has called Uxbridge home for the past 18 years, and lives with her husband Brad and their two teenage children.

As our Client Service Specialist, Denise looks forward to working with Michael and Scott’s clients to help them achieve their financial goals.

Want to learn more about APEX Investment Management?