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.

Portfolio Manager
Investment Advisor
Portfolio Manager
Licensed Assistant
Licensed Assistant
Uxbridge, ON

In 2013, APEX made the move to Aligned Capital Partners, which has broadened our ability to serve you even better! ACPI is a member of IIROC and CIPF.

Want to learn more about APEX Financial Management?