Invest to Create Value

Investments are an important component of most quality financial plans. This comes together with a mix of registered and non-registered savings, income and pension plans to help achieve your short- and long-term goals. If you’re part of a larger employee group, Apex can offer objective advice on registered and non-registered savings and pension plans.

There is no one way to invest to create greater value. It’s creating the right value for you and your goals.

Investment Vehicles Apex can support you with include:

  • Registered Retirement Savings Plans (RRSP)
  • Registered Retirement Income Fund (RRIF)
  • Registered Education Savings Plans (RESP)
  • Segregated Fund Policies
  • Tax-Free Savings Accounts (TFSA)
  • Locked-In Retirement Account (LIRA)
  • Locked-In Retirement Savings Plan (LRSP)
  • Life Income Fund (LIF)
  • Group Retirement and Savings Plans
  • Open, Non-Registered Plans


    Ready to learn how you can create more value? It’s a conversation.

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