Our Team

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Tracey A. Minshull

Office Manager

403-243-2390
403-243-3486
1-888-544-5227

 

Having over 25 years office management and administrative experience in the Financial Planning industry, Tracey Minshull brings incredible knowledge, along with first-class client service, not just to the Apex team, but to the industry as a whole.  Tracey ensures that all order processing, from insurance applications and medical requirements to investment processing and placing trades, are completed accurately so that all Apex clients have a stress-free experience as they begin to reach their financial goals.

Of course, Tracey does take some time for her own goals, which often involve spending time with her family (husband, two children, and 3 adored grandchildren) at their lake property in BC, enjoying boating, swimming, and golfing. However, a true native Calgarian, she also enjoys spending time at her Calgary home gardening and scrapbooking.

 

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Rosemary Gibson-Craig

Executive Assistant

403-243-2390
403-243-3486

Rosemary joined the Apex team bringing her experience and administrative knowledge from both the insurance and investment worlds.   Upon entering the Apex office, clients are greeted with warmth and genuine care for helping them receive their goals.  Along with her strong administrative support, Rosemary also manages David’s very busy calendar, ensuring to work around client’s schedules as well.

When not at the office, Rosemary is also an avid runner, having run in several marathons.  Her two dogs try their best to keep up with her and her husband and 2 children are always there on the sidelines routing her on.

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Roxy Acheson

Insurance Associate

403 875-1573

Roxy’s professional career began with ATB in 1980, leaving in 1990 to raise her family while completing both the Real Estate Course and the Canadian Securities Course. Upon returning to the work force, Roxy pursued a new career as a mortgage broker for sixteen years. She then worked one year in new home sales and recognized the perfect career progression would be providing insurance for her clients.

When not spending time with her children Sarah and Mark, or involved in a charity, she enjoys reading, golf and travel.

 

Benefit Statement:

What we do is to maximize your asset gearing across various financial instruments, so that you can achieve greater leverage on your wealth creation. This means that you can reach your financial destination on time, whilst reducing unforeseen risk along the way.

If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.

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