APEX Independent Objective Unbiased

About Us

We are a multi-service financial planning and investment management company with offices in Uxbridge and Whitby. We believe in combining our advanced industry knowledge along with our core values of honesty, integrity and trust, to help you unlock your financial potential and achieve your financial goals.

What Our Clients Say

Testimonial Aline

In 2006, 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… Read more “Testimonial Aline”


Testimonial Mallory

I started working with Denise when I was 21 years old. I had no idea how to save and invest the small amount of money I had in order to create a better financial future for myself. Through the transitional years of my 20s, into a marriage and starting a family, Denise has been there… Read more “Testimonial Mallory”


Testimonial Patti

My husband and I have been working with John Markoff as our Investment Manager for over 20 years. We’ve always appreciated his patient advice and ability to speak plain English when discussing our investments and financial matters. When John decided to move to APEX, naturally we went with him. He explained everything clearly and the… Read more “Testimonial Patti”


Testimonial Dave

My wife and I had known John and worked with Will through some of our previous dealings with our advisor at Investors Group where we had been happy clients for 15+ years. Once hearing about their move to APEX Financial we were curious and decided to have a meeting to learn more about why they… Read more “Testimonial Dave”


News & Insights

3 Locations to Serve You

Uxbridge Office

290 Toronto St South
Uxbridge, ON L9P OC6
Phone: 905-852-3302
Fax: 905-852-6386
Email: [email protected]


Whitby Office

400 Dundas St W, Suite 203
Whitby, ON L1N 2M7
Phone: 905-493-0378
Email: [email protected]


Toronto Office

150 King Street West, Suite 340
Toronto, ON M5H 3T9
Phone: 416-417-2842
Email: [email protected]

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