apex: at the center of your wealth management
Through its expertise, which is not limited only to investments and insurance, but also to finance, accounting, business management and the capital markets, Apex Gestion Privée is able to offer a private management service to various targeted customers.
Apex Gestion Privée has the experience and expertise to support healthcare professionals at each stage of their development. And since we aim for quality of service and not a volume of business, we make the commitment that we will limit this growth when the time comes in order to always be able to maintain the quality of service that has made our reputation.
When the accumulation of wealth becomes important, people need to know that the professionals who accompany them on a daily basis have good command of all the issues related to their unique and often more complex situation: family trust, personal finance, multiple investment accounts, varied investments in sometimes non-traditional asset classes, deduction of management fees, death tax, etc. Apex Wealth Management brings this confidence with their experience!
The founders of Apex Gestion Privée have more than 20 years of experience in business management and turnaround, in addition to their expertise in finance, accounting, insurance and investments. They are therefore unique and highly valued resources in the integrated management framework for their multi-need entrepreneur clients!
Private management requires highly qualified people because client needs more often than not require a mastery of varied elements which interact with each other.
Who we are
Philippe earned a bachelor's degree (B.Sc.) in finance from Stony Brook University, New York. For several years, he worked for investment banks such as RBC Capital Markets and JP Morgan, primarily in Toronto. Between 2007 and 2014, he also worked as an independent trader, specializing in interest rate derivatives, at the Montreal Stock Exchange (TMX) and the Chicago Board of Trade (CBOT) before becoming a Chartered Investment Manager. (CIMMD) and financial security advisor. He mainly works with health professionals and entrepreneurs. IIROC AdvisorReport
Before becoming a financial security advisor and full-service broker, Martin managed various companies for 20 years through the completion of turnaround mandates. With his baccalaureate in management accounting, he now has a range of unique tools to support clients in their various private management mandates. IIROC AdvisorReport
Mr. Bouchard studied accounting and computer science at Laval University; then achieve a long career of 50 years as a professional and as a senior manager at Revenu Québec. In April 2022, he was awarded the Lieutenant Governor's Medal for his social involvement over the past 40 years, particularly in the sports world. He holds a representative's license in collective savings and now gives his clients the benefit of his extensive experience and very specialized knowledge of taxation, which proves to be a monumental asset, particularly in the optimization of retirement disbursement scenarios.
Apex Gestion Privée and its clients are privileged to be able to count on a quality assistant with the experience of Denise. Denise made her debut in the field of financial services in 1995 and has largely contributed to the evolution and transformation of the firm over the years through her love of clients, her exemplary thoroughness, her honesty and her dedication. Today, Denise is an essential part of our private management service offer!
how we can help
It's not enough to simply list one's abilities to take care of private wealth management, you must also be able to carry them out and allow your clients to benefit from them. Here are real examples of the support you will receive at Apex Gestion Privée!
Real case study of a doctor's journey
Here is a real case of accompaniment which started during the 3rd year of
residency for one of our clients.
Real case study of an entrepreneur
Here is a real case study that began when an entrepreneur
wanted to withdraw from its operating company managed with business partners.
Let's now let our clients express themselves on their perception of the quality of the service offer that Apex Gestion Privée has put in place for them.
I have nothing but good words for the entire Apex team, especially for Philippe Bouchard. I had no hesitation in referring him to my family and friends. The very personalized follow-ups adapted to my needs, the knowledge of the market and the financial options, the services modulated according to my family and professional situation make it a safe bet in terms of investments and insurance. The very personalized service is adapted to my needs, increasing or decreasing in intensity according to the stage of life at which I am at. Finally, the management of my portfolio in the midst of a pandemic was judicious and proactive in the face of all the insecurity that hovered. I've been trusting them for 5 years!
my financial management