Apical Financial Group
It’s your financial security & your peace of mind. We understand that. We are your local financial advisor for investment, insurance, pensions, retirement planning, and personal income tax.
Your mortgage should speak to your individual needs, situation, and financial goals. We provide best rate and simple process for all your residential, commercial, or private financing needs.
Whether you’re approaching retirement, starting out in your career, or looking to invest for you and your family’s future and education, our team of professional financial advisors can help.
We offer insurance advice, providing cover for those moments when life throws you a curveball. We look at what cover you require, at what level, and create a portfolio that’s tailored to your needs.
"Upgrade your corporate insurance strategy with customized solutions covering risk assessment and employee benefits. Rely on our expertise for peace of mind, freeing you to pursue your corporate objectives. Discover our services now."
Amarjit & Sukhbeer founded Apical Financial Group in 2017 with a vision to provide bespoke services from lending, financing, securing retirement, and estate planning with license in British Columbia, Alberta, Manitoba and Ontario. They have combined experience of over 30 years banking/lending and customer service and are passionate about fulfilling client’s needs and dreams.
Client's Testimonials
Staff is super friendly and helpful. They were able to finish my application in a very timely manner. They answered all questions I had. I definitely recommend them for anyone looking for an Investment or mortgage adviser to finish my application in a very timely manner. They answered all questions I had. I definitely recommend them for anyone looking for an Investment or mortgage adviser
Sukhbeer Mangat from Apical Financial Group assisted me throughout the entire process of obtaining life insurance for both myself and my wife. She is highly educated and experienced, and she provided us with the appropriate product selection and insurance coverage to meet our financial goals and needs. I strongly recommend their services to anyone seeking any type of insurance coverage,
Apical Financial Group's insurance content is easy to understand and covers a lot of important topics. They make complicated insurance stuff simple, so everyone can get it. They talk about different types of insurance, like life and health, in a helpful way that helps you make smart decisions. It's a great place to learn about insurance.
Appreciate all the support and guidance they provide at every step of the way. Transparency is another plus point, recommended for all financial assistance
Sukhbeer has been my advisor for myself & partner for many years. She always gives insightful information while remaining professional & caring at the same time. Would recommend others to her as well!!
We're a committed team dedicated to assisting individuals in reaching their financial aspirations.