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.
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.
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.
Services
Creating your individualized financial plan is the most important element of the work that our APEX team will do for you. Our Certified Financial Planners will be by your side throughout the process. Helping you every step of the way is something that we take a great deal of pride in, and we are always here to answer your questions.
Our APEX Certified Financial Planners (CFPs) follow an internationally recognized, six-step process for creating your financial plan. It's a simple, no-nonsense approach that will help us tailor a plan that is designed for you and your specific requirements. And we'll be there to make the whole thing as easy as possible for you.
Our clients entrust us with the management of their savings. It is not a responsibility that we take lightly. We consider ourselves a steward of our clients' money. In all of our investment decision-making we put considerable thought into the potential downside. To borrow a phrase from the great Warren Buffett, we are as concerned about the return OF your money as the return ON your money.
We invest in high-quality businesses that are understandable. Typically, we look for companies with competitive advantages that allow them to earn high rates of return. We like industry-leading companies with wide "moats". Typically, the companies in which we choose to invest have an above-average level of profitability.
As with most investments there is a cost to professionally managed portfolios. MERs, advisory and trustee fees can have a significant impact on the long term growth of your investments. At APEX we are sensitive to this and inline with our Independent, Objective and Unbiased (I.O.U.) approach we strive to maintain one of the lowest fee structures in the industry.
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