Located in Uxbridge / Accounting
Finance & Insurance
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Family-owned accounting practice offering personal and corporate tax preparation and bookkeeping from its Uxbridge address.
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Open In Google MapsGet DirectionsAPEX Financial Management is an independent financial planning and insurance practice co-founded in Uxbridge in 2003 by Michael Begg (CFP, CIM) and Scott Crockatt. The team offers financial planning, life, disability and critical illness insurance, group insurance, and investment management through APEX Investment Management of Designed Securities Ltd., a member of the Canadian Investment Regulatory Organization. Advisors include Denise Nanninga, with more than 35 years in the financial services industry, Connor Begg, and insurance specialist Barclay Hollinger. The firm also serves clients from offices in Whitby and Toronto.
Claim your listing — coming soonAlterna Savings and Credit Union operates a full-service branch at 99 Brock Street West in downtown Uxbridge. As a member-owned financial co-operative, the branch offers everyday chequing and savings accounts, mortgages and home-equity lending, personal loans, credit cards, investment and retirement planning, and business banking. The Uxbridge location was formerly PACE Credit Union, which amalgamated with Alterna; it continues to serve local members with in-branch advice, a drive-thru and ATM access, and digital and mobile banking for 24/7 account management.
Claim your listing — coming soonCI Assante Wealth Management's Uxbridge office brings the firm's personal wealth-planning approach to local families, professionals and business owners. Advisors work one-on-one with clients to build strategies around their life goals, covering investment services, risk management and insurance, tax planning, estate planning, retirement planning and charitable giving. The office sits at 136 Second Avenue in Uxbridge and can be reached at (905) 852-3532. Assante has served Canadian investors for 30 years, backing its advisors with analysts, lawyers and other professional resources.
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