Twelve years ago, Mike Begg was recommended to me by a friend who knew how unhappy I was with the financial institution who was managing my portfolio. We had a long discussion about my financial concerns, my long term goals, and, most importantly, my comfort level (or lack of) with investments. His suggestions on how to improve the performance of my portfolio made a lot of sense. After our meeting, I really felt that Mike understood my needs and I took the decision to move my portfolio over to APEX. Mike and all the team at APEX are friendly, very knowledgeable and extremely professional. I receive regular updates and they are always reachable. They will go the extra mile to help and make things right.
To this day, it is one of the best decisions I have ever made. I am now retired and I feel very confident about the future of my investments. I have a clear understanding of where my finances are heading. I always tell my friends: “Mike made it possible for me to retire early”. Thank you very much APEX!