We are Apex.

Wealth Management & Fiscal Optimization

Financial Planning

“Success comes when preparation meets opportunity.” We will listen to you, get to know you and then, help you plan to achieve YOUR financial goals.

Investments

Let us put our years of experience to work for you, in finding the best managers and the best asset allocation mix to fit your risk profile and your personal investment time horizon.

Insurance

We are 100% independent for all the banks and insurance companies. Therefore, we have the flexibility to shop for you to find the best available product at the best available price, in order to respond to all you insurance needs.

Incorporation

The partnerships we have in place allows us to guide you, worry-free, through your incorporation process. We will put in place for you YOUR optimal fiscal structure.

Accounting & Tax Consulting

We firmly believe that your team of financial security advisors should be well rounded and fully aware of your financial situation as a whole. For you to trust us with your financial doings, we pride ourselves in bringing a plus-value to the table that you won’t find anywhere else.

Estate & Trust

We will be there for you every step of the way to protect your assets and plan optimally for the future for your loved ones.

Our Process

We help you consolidate all of your wealth management and fiscal responsibilities via one central point of contact that manages a group of highly qualified individuals to help you save time while optimizing and growing your wealth portfolio.

Our team

Philippe Bouchard

Philippe Bouchard

Partner – Financial Security Advisor, Mutual Funds Representative for SFL Investments Financial Services Firm

Philippe founded a few years ago the financial management firm Apex inc. He graduated from Stony Brook University, NY, with a B.Sc. in Finance. He also studied masters at HEC Montréal in the MSc program. Finance. Since then, he has accumulated nearly 15 years of experience in the financial and corporate finance markets. For several years, he worked for investment banks such as RBC Capital Markets and JP Morgan, mainly in Toronto. Between 2007 and 2014, he also worked as an independent trader, specializing in interest rate derivatives, the Montreal Stock Exchange (TMX) and the Chicago Board of Trade (CBOT) before becoming a financial security advisor, particularly with health professionals and entrepreneurs. In his spare time, Philippe practices different sports, mainly baseball, hockey, golf and tennis. Over the years, he has also developed a strong interest in travel, although the pace at this level has slightly decreased lately as he now has 2 boys of 2 and 7 years that he loves and with whom he likes to spend more time. quality time.

philippe.bouchard87@sfldessources.ca

Melanie Bosse

Mélanie Bossé

Partner – Financial Security Advisor, Mutual Funds Representative for SFL Investments Financial Services Firm

Co-owner of the Vaudreuil-Dorion Financial Center for 3 years Mélanie has more than 15 years of experience in business development, more specifically in the commercial lending sector for the information technology sector, and has more than 10 years of experience in property management. Before starting her career in the financial sector, she was a business manager and followed a university degree in business administration – concentration finance. With her area in mind, Melanie is involved as an administrator at the Vaudreuil-Soulanges Chamber of Commerce and Industry. With her clients and her team, she is recognized for her business acumen, her dynamism, her strategic vision and her concern for the clientele. When not analyzing numbers,

melanie.bosse@sfldessources.ca

Martin Labelle

Martin Labelle

Partner – Financial Security Advisor, Mutual Funds Representative for SFL Investments Financial Services Firm

Martin has solid business management experience in various industries. For nearly 25 years, Martin has supervised and led successful multi-disciplinary teams, despite several difficult corporate turnaround mandates. With a bachelor’s degree in management accounting (CMA) and his expertise in business management, it is mainly thanks to his dynamism, his sense of business, his analytical skills and his great determination that he has managed to meet these many challenges. Recently, after spending almost two years on a major family project, Martin decided to take on a new challenge, this time as an entrepreneur. He chose to become a financial security advisor and mutual fund representative and to partner with the Vaudreuil-Dorion Financial Center.

martin.labelle@sfldessources.ca

Denise Binette

Denise Binette

Executive Assistant

dbinette@francinelavallee.ca

Jolyane Chartrand

Jolyane Chartrand

Executive Assistant

reception@francinelavallee.ca