IA Financial Group
Sun Life
IDC Worldsource Insurance
Empire Life
Hub Financial
Financial Horizons Group
Barrington Wealth Partners
Punjab Insurance
ProLink Financial Group
Custom Plan Financial
Metro Direction
Carte Financial Group
Canada Protection Plan
Canada Financial
Wealthlink Financial Services
CitiStar Financial
AgenZ Group
OM Financial Group
MGA Canada
Metro Direction
BMO Insurance
AJ Insurance Services
Alpha Financial Services
Equitable Life of Canada
BMO Insurance
Groupe Cloutier
Royal Bank of Canada
Merit Trust Financial
Trinity Financial
A. T. Financial Group
AWM Financial
Groupe AFL
Bridgeforce Financial
Assumption Life
Boulos Financial Group
Foresters Financial
Canada Life
WAY Financial
UNI Wealth
Nicola Wealth
Insure Life Financial Group
Independent Financial Services
Global Pacific
Excel Insurance Agency
Alliance Financial Group
Bridgeforce Pacific Place
Pacific Place Financial Services
Multi Courtage
Desjardins Group
Affinity Financial Wealth Management
UV Insurance
Royal Brokers
Gryphin Advantage
Veracity Insurance Enterprises
Global Insurance Solutions
Hatitac Financial
Lawyers Financial Logo

From Paperwork to Paperless

All the information you need in one convenient place.
Contracting made simple with eContracts and eSignatures.
Paperwork to Paperless
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We Help Advisors

Our all-in-one solution simplifies and reduces workload,
giving you more time to prospect, sell, and service clients.

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Simple and secure online profile.
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Updates to your profile are automatically shared with all of your contracted parties in APEXA.
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Compliance tracking and notifications for license requirements.

We Help MGAs & Carriers

In APEXA, accurate and timely contract and advisor data is just a few clicks away.
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Receive automated alerts when an Advisor is out of compliance or makes changes to their profile.
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Save the effort of validating license documents, monitoring renewals and updating Advisor information.
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Reduce workload bottleneck from incomplete contract applications, misplaced forms or manual follow ups.
Financial Horizons Group logo

Heidi MacDonald, Executive Vice President, Distribution and Operations

Financial Horizons Group

An industry first with carriers and MGAs working together to build a common platform. The result will be an online contracting and compliance solution to simplify processes and allow us all to concentrate on our advisors and the business as a whole. We are very proud to be part of this exciting project!


Les Herr, President & CEO

Stantive Technologies Group Inc.

As a 32-year veteran of the insurance business I would say the most important asset our industry has is our reputation. And our reputation relies on the quality and suitability of the financial advice customers receive from their financial advisor. This initiative from APEXA, supported by financial services companies and MGAs, gives a third-party assessment of an advisor's contracting and conduct information in one central online location. This is a very valuable tool and in my view, will only help strengthen our industry, and ultimately grow consumer confidence.


David A. Gray CFP, CLU, CH.F.C. Vice-President, Insurance Distribution and Strategic Initiatives (Retired)

Sunlife Financial

This has been a great project and in my 41 years we have not seen this type of collaboration across the industry.