In addition to our Uxbridge location, we also have offices in Whitby and Toronto to better serve your needs!
Michael P.W. Begg, CFP, CIM, AMP
APEX Financial Management: CO-FOUNDER, INSURANCE, MORTGAGES AND FINANCIAL PLANNER
APEX Investment Management of Designed Securities Ltd.: INVESTMENT ADVISOR AND PORTFOLIO MANAGER
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.
Michael and the APEX team look forward to helping you unlock your financial potential.
Shawn Malcolm
APEX FINANCIAL MANAGEMENT: CFA, CMA, CPA
APEX Investment Management of Designed Securities Ltd.: INVESTMENT ADVISOR AND PORTFOLIO MANAGER
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.
Denise Nanninga, BA, LLQP
APEX FINANCIAL MANAGEMENT: INSURANCE LICENSED
APEX INVESTMENT MANAGEMENT OF Designed Securities Ltd.: INVESTMENT ADVISOR
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.
Denise holds a BA in Economics from Wilfrid Laurier University. After completing her degree, she spent five years as a Broker’s Assistant with Richardson Greenshields in Toronto and 14 years as an Executive Assistant with Investors Group. After joining the APEX team in January 2012, Denise became an integral part of our daily operations and assists Michael with Account Management, Client Service, and Insurance Sales and Service (for Life, Disability, Critical Illness and Group Insurance coverage).
Denise, her husband Brad, and their family have called the Uxbridge area home for the past 20+ years. Denise is an active curler in the winter and enjoys gardening, and reading.
J. Barclay Hollinger
APEX FINANCIAL MANAGEMENT: INSURANCE SPECIALIST
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.
Lisa McPherson
LICENSED ASSISTANT
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 Hollinger
TRANSITION ASSISTANT
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.
Investment management services are provided through APEX Investment Management, a tradename of Designed Securities Ltd. (DSL). DSL is a member of the Canadian Investment Regulatory Organization and the Canadian Investor Protection Fund.