APEX FINANCIAL MANAGEMENT - Key Persons
Darlene joined the Whitby APEX Financial Management office in January 2018. She has been in the Financial Industry since March 2016 when she joined Investors Group as the Executive Assistant to the Regional Director. During her time at Investors group she worked closely with John, Will and Denise so the choice to join John and Will in the start up of the Whitby APEX office was a natural and exciting transition. Darlene brings a 20-year background in developing and managing client relationships, marketing and office management.
Darlene and her husband Dave live in Oshawa where they have enjoyed raising their 6 grown children. For fun they now love to travel and enjoy time with family and all the grandchildren.
Denise joined the Whitby APEX Financial Management office on September 23 rd, 2018. She started her career in the financial planning industry in early 2006 with Investors Group, where she learned very quickly that building strong relationships with her clients was equally as important as continuously keeping up to date with effective financial planning practices. She attained her IFIC licence in 2006 and then completed the Life, Disability and Critical Illness insurance certifications. In 2015 she earned her Chartered Life Underwriter (CLU) designation and her Certified Financial Planner (CPF) designation. In 2016 she attained the Registered Retirement Consultant (RRC) certification.
Denise is currently registered to provide insurance advice in Ontario and investment and financial planning advice in Ontario and Newfoundland.
Denise and her husband Maurice moved to Durham Region in 1997 and have enjoyed watching their 3 daughters and 1 son grow into wonderful young adults in this family focused community. They became proud grandparents in 2019 and look forward to continuing to enjoy camping, travelling, and large family dinners with their ever-expanding family.
Denise Nanninga is an Investment Advisor with over 25 years of experience in the financial services industry. She has completed the Canadian Securities Course (CSC), Personal Wealth Management Course (WME), and has her Life Insurance License. She is registered to provide Investment Advice and to offer securities products in the province of Ontario and is Insurance licensed in Ontario and British Columbia.
Barclay Hollinger has been in the financial and insurance business since 2009 when he started with Investors Group and quickly developed a specialty in insurance planning. In 2015, Barclay left IG to become an independent broker and joined the Apex Financial Management team as an Insurance Specialist in 2021. Barclay is well versed in the insurance industry and is registered to write insurance business, which includes Life, Disability, Critical Illness as well as Personal and Group Health Insurance, in Ontario and British Columbia.
Barclay also has over 30 years' experience in the fitness industry as a personal trainer, specializing in Sports Conditioning. Barclay is active in his community coaching hockey and ringette. He and Marta live in Whitby with their three busy children. Barclay's passion is helping people, however he can.
John joined the APEX team at the end of 2017 and simultaneously opened the Whitby APEX Financial Management office. He has been in the financial planning business since 1995 establishing himself right here in the Durham region when he started his career with Investors Group.
John completed his IFIC license in 1995 and soon after his Life, Disability and Critical Illness insurance capabilities. In 1999, he earned his Certified Financial Planner (CFP) designation. He later completed his Branch Managers exam and earned his Registered Retirement Consultant certification (RRC). Most recently he completed the Canadian Securities Course (CSC). John is registered to provide investment advice and to offer securities products in the province of Ontario.
John started his family and career in the Oshawa/Whitby area and still calls it home today with two daughters. John's personal interests involve the outdoors including boating the Trent Severn system.
Lisa McPherson joined the APEX Investment Management team in October 2012. She is a Licensed Assistant with over 20 years of experience in the financial services industry, including completion of the Canadian Securities Course (CSC). Lisa has a strong background in client services and business operations. She assists with client account management and daily operations.
Lisa lives in Whitby with her husband, Andrew, and their three daughters.
Marta joined the APEX team in May 2018. She brings over 15 years of experience in administrative support from client facing to executive level capacities. At APEX, Marta helps to guide new advisors and their clients during the transition period and to provide support to the APEX team to enhance the client experience.
Marta and her husband, Barclay, live in Whitby where they are raising their three children. Marta enjoys the outdoors, flow riding, spending time with family and friends, and is an avid reader.
Along with Scott Crockatt, Michael co-founded APEX Investment Management in Uxbridge in 2003. He has been in the financial planning business since 1998, when he began his career with Investors Group.
Michael earned his Life Insurance license in 1998, adding life, disability, and critical illness insurance capabilities. In 2001, he achieved his Certified Financial Planner designation (CFP). He later completed the Canadian Securities Course (CSC), and achieved his Chartered Investment Manager (CIM) designation, while also attaining a certificate in advanced investment advice. In 2011, Michael also successfully completed the Ontario Mortgage Agent course, and is licensed through the Mortgage Domain, a division of Dominion Lending Centre.
Michael P.W. Begg is registered to provide investment advice and to offer securities products in the province(s) of Ontario, Nova Scotia, and Newfoundland.
Michael and his wife Nichole reside in Uxbridge, where they are raising their three young sons and are active in the community. Michael is a hockey and baseball coach, acting Conservation Director and Youth Director of the Uxbridge Bassmasters, and is a volunteer with both the Huck Finn and Catch a Dream fishing derbies.
Rod Kingdon joined the APEX team on February 1 st, 2018. He is currently a Chartered Professional Accountant having obtained his Certified General Accounting degree in September 1999. His main background is in the accounting/financial field where he was an internal auditor for both Canada Packers and the Royal Bank of Canada. He later became a Small Business Lending Manager with the Royal Bank before starting his own Accounting Practice in 1999 which he continues today. Rod joined the financial planning business when he joined Investors Group in 2004. He has focused mainly with financial advice to the small business market.
Rod has 5 adult children and 5 grandchildren which he constantly enjoys. Since losing his wife to breast cancer in 2017, Rod has recently re-married. He enjoys getting out and seeing what the world has to offer.
Along with Michael Begg, Scott co-founded APEX Investment Management in Uxbridge in 2003. Scott began his business career in Toronto in 1975, working in purchasing and materials procurement in the manufacturing sector for twenty years, and serving as an Office Manager.
Scott started in the financial planning business in1998, when he started with Investors Group after taking the Canadian Securities Course (CSC). Scott also earned his Life Insurance license in 1998, adding life, disability, and critical illness insurance capabilities. In 2001, Scott achieved his Certified Financial Planner designation (CFP). In 2011, Scott also successfully completed the Ontario Mortgage Agent course, and was licensed through the Mortgage Domain, a division of Dominion Lending Centre.
Scott and his wife Deborah moved to Uxbridge in 1984 along with their two children, where they were active in a number of community groups and activities. They became proud grandparents in 2011 and are actively involved in their grandchildren's lives. They currently reside on Wood Lake in Muskoka but retain deep roots in Uxbridge and a great sense of pride in the community where they raised their family.
Shawn Malcolm joined the APEX Investment Management team in 2014, bringing with him over two decades of experience in the investment industry. Shawn is a Chartered Financial Analyst (CFA) and a Chartered Professional Accountant (CMA, CPA).
Shawn's wealth of experience includes 15 years with major Canadian investment dealers as an Investment Advisor and Portfolio Manager, as well as several years with the Investment Industry Regulatory Organization of Canada (IIROC), Canada's national self-regulatory organization.
Shawn Malcolm is registered to provide investment advice and to offer securities products in the province of Ontario.
Shawn is active in the community as a baseball and hockey coach in Oshawa, where he resides with his wife, Amanda, and their two children, Matthew and Emma.
Will joined the Whitby APEX Financial Management office on February 1st, 2018. He has been in the financial planning business since 2000 establishing himself right here in the Durham region when he started his career with Investors Group Financial Services. In 2001, while at Investors Group, Will took on the role of Financial Planning Specialist. In this role he was responsible for supporting fellow consultants in building and presenting financial plans to their clients. Will continued in this role for the remainder of his career, 16 years at Investors Group. Will completed his IFIC license in 2000 and soon after he followed up completing his Life, Disability and Critical Illness insurance certifications. In 2017, he earned his Certified Financial Planner (CFP) designation. He later completed his Registered Retirement Consultant certification (RRC). Will is currently registered to provide investment, insurance, and financial planning advice in the provinces of Ontario, Alberta, and Nova Scotia.
Will and his wife Cheryl reside in Whitby, where they are raising their two daughters. The family is active in the community. In Will's spare time you can find him hanging out with his family at the hockey rink. Will holds his Hockey Canada High Performance trained coaching certification and has a passion for the game and the love of teaching the game to future generations.