Our Story: Building Trust Since 2008
For over 15 years, Apex Financial Solutions Inc. has been dedicated to simplifying finances for Canadians, providing reliable and accessible solutions tailored to your unique needs.
in Toronto
Our Mission
To empower Canadians with straightforward, transparent financial solutions that make managing money easier and more accessible. We believe everyone deserves clear guidance and reliable support on their financial journey, without complexity or confusion.
Our Vision
To be Canada's most trusted partner in personal finance, recognized for our commitment to client success, innovative solutions, and unwavering dedication to making financial services simple, secure, and accessible for all Canadians.
Key Milestones in Our Journey
Over 15 years of growth, innovation, and unwavering commitment to serving Canadian families and businesses.
Apex Financial Solutions Inc. was founded in Toronto with a mission to simplify financial services for everyday Canadians. Started with a team of 5 dedicated professionals.
Achieved significant milestone of serving 5,000 satisfied clients across Ontario, establishing our reputation for reliability and personalized service.
Expanded operations to serve clients across all Canadian provinces, bringing our trusted services to families and businesses from coast to coast.
Introduced comprehensive online platform, making our services more accessible and convenient for clients to manage their finances anytime, anywhere.
Celebrated serving over 25,000 Canadian families and businesses, reinforcing our position as a trusted financial partner during challenging times.
Implemented advanced security protocols and encryption technology to ensure the highest level of protection for client information and transactions.
Proudly serving over 40,000 clients nationwide with a team of 150+ professionals dedicated to delivering exceptional service and innovative solutions.
Our Core Values
We build lasting relationships through honest communication, transparent practices, and unwavering commitment to doing what's right for our clients.
Your success is our priority. We listen carefully, understand your unique needs, and deliver personalized solutions that truly make a difference.
We continuously evolve our services and technology to provide you with modern, efficient solutions that simplify your financial life.
We maintain the highest standards in everything we do, from service quality to security, ensuring you receive nothing but the best.
Our Impact in Numbers
Building trust through transparency and proven results across Canada
Trusted by Thousands Across Canada
From Vancouver to Halifax, we've helped Canadians achieve their financial goals with personalized solutions and expert guidance.
Our Dedicated Team
Meet the professionals committed to helping Canadians navigate their banking journey with expertise and care
Meet Our Leadership Team
Our executive leadership brings decades of combined experience in Canadian financial services. Sarah Chen, Chief Executive Officer, holds an MBA from Queen's University and has 15 years of experience guiding financial technology companies. Michael Thompson, Chief Operations Officer, is a CPA with expertise in regulatory compliance and operational excellence across major Canadian banks. Jennifer Martinez, Chief Technology Officer, leads our digital innovation initiatives with her background in fintech development and cybersecurity. Each leader is committed to making banking solutions accessible and straightforward for all Canadians.
Our Financial Services Specialists
Meet the specialists who help Canadians navigate their banking needs daily. David Park is a Certified Financial Planner (CFP) with 12 years of experience helping families plan for major life events and retirement goals. Amanda Foster specializes in small business banking solutions, holding a Bachelor of Commerce from UBC and working with over 200 Canadian entrepreneurs. Robert Singh focuses on digital banking transitions, helping clients adapt to online and mobile banking platforms with patience and expertise. Lisa Chen assists newcomers to Canada with opening their first Canadian bank accounts and understanding the banking system.
Customer Support and Advisory Team
Our dedicated support team ensures every client receives personalized attention. James Wilson, Senior Client Advisor, has been helping Canadians compare banking products for 8 years and holds certifications in financial services. Patricia Lee specializes in account management and relationship building, ensuring clients find the right fit for their banking needs. Kevin Brown leads our bilingual support team, providing services in English and French across all provinces. Maria Rodriguez focuses on accessibility services, ensuring our platform works for clients with diverse needs and technical comfort levels.
Regulatory Compliance & Industry Recognition
Our commitment to excellence is reflected in our comprehensive regulatory compliance, professional certifications, and recognition from leading industry organizations across Canada.
Provincial Registration
Registration #: ON-2019-847562
Registered with the Financial Services Regulatory Authority of Ontario (FSRA) since 2019. Our registration ensures compliance with all provincial regulations governing financial service providers in Ontario.
Regulatory Body:Financial Services Regulatory Authority of Ontario
Registration Date: March 15, 2019
Status:Active & In Good Standing
Federal Compliance
FINTRAC Registration #: M20458796
Registered with the Financial Transactions and Reports Analysis Centre of Canada (FINTRAC) as a Money Services Business, ensuring full compliance with federal anti-money laundering regulations.
Regulatory Body: FINTRAC
Registration Date: April 22, 2019
Compliance Status:Fully Compliant
Privacy Certification
PIPEDA Compliant
Fully compliant with the Personal Information Protection and Electronic Documents Act (PIPEDA). Our privacy practices have been independently audited and certified by the Office of the Privacy Commissioner of Canada.
Certification:PIPEDA Compliance Verified
Last Audit: September 2024
Next Review: September 2025
ISO Certification
ISO 27001:2013 Certified
Certified for Information Security Management Systems (ISMS), demonstrating our commitment to protecting client data through internationally recognized security standards and best practices.
Certification Body:Canadian Standards Association (CSA)
Certificate Number:ISO-27001-CA-2020-1847
Valid Until: June 2026
Professional Memberships & Industry Affiliations
Canadian Bankers Association
Member since 2019
Membership ID: CBA-ON-2019-4782
Financial Planning Association of Canada
Corporate Member since 2020
Membership ID: FPAC-2020-8934
Toronto Board of Trade
Active Member since 2019
Member ID: TBOT-2019-15672
Better Business Bureau
Accredited Business - A+ Rating
Accreditation ID: BBB-ON-2019-9845
Industry Awards & Recognition
Excellence in Client Service
Canadian Finance Awards 2024
Awarded November 2024
Top Rated Service Provider
Ontario Business Excellence 2024
Awarded March 2024
Innovation in Technology
FinTech Canada Awards 2024
Awarded June 2024
Verification Notice:All licenses, certifications, and memberships listed above are current and can be independently verified through the respective regulatory bodies and organizations. For verification inquiries, please contact us at416-555-1234.