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!

APEX Gestion Privée gives me the complete “turnkey” service that I have always been looking for. They are the central point of all my financial management, both in terms of managing my securities investment accounts, my insurance portfolio, as well as all tax, legal and accounting aspects. I would like to mention that their very specific experience and knowledge in the capital markets gives them, in my opinion, a significant comparative advantage over many of their peers with whom I have been in contact over the years. The service is human and personalized, which represents for me exactly what “Private Management” should be.

I have teamed up with Apex Gestion Privée for my wealth management for several years. Having the team serve as a quarterback for my overall financial management gives me some peace of mind as I can focus more of my time on aspects of my family and work life, knowing that I have competent people who have my interests at heart. The tax optimization strategies and the management of my investment portfolios have always been done with a high level of sophistication.

My financial support with APEX Gestion Privée began when I was nearing the end of my studies in optometry. They were present at every stage, both in terms of setting up my insurance portfolio, managing my savings, as well as at the tax level for the creation of my medical corporation and the optimization of my overall situation to minimize tax. They also helped with the financial steps of our first real estate purchase. The service has always been personalized and the advisers available and competent. I highly recommend their expertise.

The APEX Gestion Privée team has helped me manage my finances since I obtained my diploma in optometry 3 years ago. Decisions were simple then, as they helped me lay the solid foundations of financial security through some much-needed insurance coverage for a medical professional. Everything has evolved a lot since then and I am now co-owner of a clinic. The APEX team accompanied me at every step of the process: incorporation, investment management, shareholder agreements, tax strategy to minimize taxes, etc. My wife and I feel confident with them. The expertise is real and the relationship very human.

Apex Gestion Privée has been working in synergy with my accountants for several years, in order to help optimize the financial situation of my family and my medical corporation. They accompanied me in the creation of my insurance portfolio in order to cover certain major risks. Advanced knowledge of the dynamics of financial markets is an asset, and the investment solutions offered are very suitable for the Quebec physician market. I recommend them without hesitation.

My wealth management team since I started my practice! Proactive, human, available, patient, understanding and extremely competent! All aspects of my financial management are taken care of in a turnkey service. I recommend APEX Gestion Privée without hesitation 😉

It was during my last year of study in optometry that I decided to work with APEX Gestion Privée for my wealth management. After having met many firms in this field during my studies at the University of Montreal, it is the very human approach, combined with the turnkey service for health professionals that tipped my decision in their favor. At the start of my practice, I was able to count on them to guide me in terms of insurance, incorporation, tax strategies, investments, accounting and they continue to be present and available for my future projects. The expertise turned out to be exactly what was presented to me and I am very happy to have APEX as my partner of choice. I recommend this firm without hesitation.