APEX Investment & Financial Management

What Our Clients Say

Testimonial Aline

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… Read more “Testimonial Aline”

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”

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”

Patti

Testimonial Judy

I’ve always found Paul professional while focusing on individual client’s specific needs and respecting values. When he left Scotiabank I was so disappointed but I now understand some of the underlying reasons. So I am glad to reconnect. The discussion was very informative, enlightening in many respects and geared to my understanding. Paul has a… Read more “Testimonial Judy”

Judy

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”

Dave

Q3 2020 Investment Newsletter: Market Update

We hope that you are enjoying a happy holiday season despite the lockdown provisions. We hope you and your families are coping well. Here is wishing you a Happy New Year – and good riddance to 2020. It has been a crazy year! To begin, we would like to comment on the recent U.S. electionRead more “Q3 2020 Investment Newsletter: Market Update”

Q2 2020 Investment Newsletter: Market Update

We hope that this letter finds you healthy and in good spirits. The year 2020 is one that we will all remember (and not fondly). Our hope is that you and your family members are managing well through this remarkable period of crisis. We are encouraged to see progress on slowing of the pandemic thatRead more “Q2 2020 Investment Newsletter: Market Update”

Q1 2020 Investment Newsletter: Market Update

We hope that this letter finds you healthy and in good spirits. These are trying times for everyone. It doesn’t help our collective psyche that the coronavirus pandemic precipitated a market crash in the order of a ~ 35% drop on the S&P 500. It is not much of a salve to investors, but weRead more “Q1 2020 Investment Newsletter: Market Update”

4 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]

MAP

Whitby Office

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

MAP

Hawkesbury Office

444 McGill St West, Suite 201
Hawkesbury, ON K6A 1R2
Phone: 613-632-8080
Email: [email protected]

MAP

Burlington Office

1001 Champlain Ave, Suite 300
Burlington, ON L7L 5Z4
Phone: 647-861-4707
Email: [email protected]

MAP

About Us