Financial Confidence & Clarity

Financial Planning shouldn’t feel overwhelming. Planning your finances should be empowering. We can help you create a clear, concise plan.

Your Future. Your Freedom.

Now is the best time to prepare and plan your finances.  So you can go where you want to in the future.  We’ll help you plan today to build a financially free tomorrow.

Our Investment Philosophy

Review

We’ll work closely with you to determine your short, mid, and long-term investment goals, creating a plan that works with your unique situation. We understand the importance of not only the return ON your money – but the return OF your money.

Educate

Educating our clients empowers them to understand and recognize the importance of investing for their future. We’ll create a plan customized to meet your ever-changing needs and goals, so you’re aware of all the options and opportunities available to you.

Grow

Once we’ve collaboratively created a plan that you’re comfortable with, we’ll implement our proven method and processes that have been carefully developed over 20-years, adjusting it along the way to meet any changes that occur in your life.

Tax Planning – Simplified

Tax planning can be a daunting, overly complex, and ever-changing process. We’re here to simplify it for you.

With over four decades of combined experience, we will assess your personal situation to create individualized custom tax planning advice. Whether you’re an employee or self-employed, we’ll advise you on how various plans will work best for your unique position.

It’s essential that you have access to all strategies available to you and your family. We’ll work with you to navigate the best options and opportunities that will benefit you during tax time and beyond.

Wills & Estate Planning

The best gift you can give you and your family, is the peace of mind that everyone is protected. Apex Financial Services will collaborate with you to create a professionally drafted will that consists of Powers of Attorney to ensure all your wishes are followed when you’re not able to speak for yourself. We consult with you on areas such as ensuring your assets are maximizing tax benefits efficiently for your beneficiaries and heirs, providing you with tools to help your plan and prepare your wishes.

Mortgages

Buying a home can be both exciting and daunting. It is a long-term investment that needs to work with both your short-, mid- and long-term goals. The Apex Financial Services team is here to support you in making one of life’s biggest purchases. We have developed long term relationships with mortgage brokers and lenders who, like us, believe in educating, advising, and sourcing the best available options for you and your financial goals. Empowering you to be confident about your decision.

Insurance

Life is unpredictable. Apex Financial Services is here to help protect you and your family should the unexpected happen. We offer a wide range of insurance options and tax-free solutions to meet the needs of you and your family. Whether it’s health and dental insurance or in the unfortunate event of disability, critical illness, long term care or death, we’re here to guide and educate you about the available options that will help take care of your family’s immediate and future needs.

Working To Protect You

What Our Clients Say About Us

News & Events

Stay up to date about Financial Planning and Services and how you can take control of your financial future!

Tax Planning

Tax planning is complex and ever changing and that why we strongly suggest you get expert advise along with our planing process employee and self employed business persons need advice on how various plans work with regards to you own personal situation.

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Educating our clients

We believe in educating our clients while providing clear, concise advice on building a Financial plan that you can understand and follow. We believe everyone deserves the opportunity to work Financial Advisors to build financial plan that reflects their current situation and helps you take steps towards reaching your financial goals.

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