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APEXA Nation is Growing!
We are excited to share that Carte Financial Services Inc., Customplan Financial Advisors Inc., Metro Direction Financial Inc., and PROLINK are all now officially live on APEXA! Welcome to the #APEXANation family!
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APEXA on the Road!
This month, our Training Team had the pleasure of hosting training sessions with BMO and The Gryphin Advantage Inc. in Toronto as well as Boulos Financial Group in Quebec.
The APEXA team is gearing up for a busy and exciting year onboarding new clients following the industry-wide announcement that all new Advisor contracts must be submitted through APEXA in 2020.
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