Apex PhilosophyWe are long term conservative investors. We invest in high quality companies that have demonstrated an ability to earn high returns on invested capital. We look for opportunities to invest with a margin of safety.
The APEX Team
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.
In 2013, APEX made the move to Aligned Capital Partners Inc. (ACPI), which has broadened our ability to service your investment needs. Apex Investment Management is a trade name of and securities products are provided by ACPI. ACPI is a member of the Canadian Investor Protection Fund (www.CIPF.ca) and the Investment Industry Regulatory Organization of Canada (www.IIROC.ca).