Cash Flow

What Is

Cash Flow

At Apex, we believe that cash flow is of utmost importance when building wealth and creating the lifestyle you want. We help our clients allocate in the most tax efficient manner today, so that they can have the cash flow they desire in retirement. 

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Investment Planning

The only proven asset management philosophy is the one that takes emotion out of the equation and relies on a…

Retirement Planning

Planning fo retirement isn’t just about contributing to your RRSP or group pension plan. It’s also about how you’ll live…

Taxation Planning

We take a common sense approach to reducing your taxes but not at the expense of sound investment strategies, never…

Cash Flow

We pride ourselves on being able to offer our clients a wide range of investment solutions to ensure they are…

Risk Management

Creating an effective financial plan also involves identifying and mitigating risk. Understanding your tolerance for risk – including those related…

Estate Planning

Estate planning involves wealth preservation and the orderly transfer of assets during your lifetime or upon death. To do so…
who we are

Meet Our Team

Morris Saad<small> CIM<small>®</small> , FMA, B.A.</small>

Morris Saad CIM® , FMA, B.A.

Portfolio Manager
Ian Goodman<small> CFA</small>

Ian Goodman CFA

Portfolio Manager with Harbourfront Wealth Management
Rebecca Palmer

Rebecca Palmer

Sales Associate
Ainsleigh Saad

Ainsleigh Saad

Office Manager