Our Vision and Mission

PEACE OF MIND FOR EACH AND EVERY CANADIAN FAMILY

We are a solution focused company invested in the long-term economic well-being of our families and our communities. Through financial literacy, financial planning, tax savings and development of the micro and small business community, our team of dedicated professionals will serve you with the highest standards of ethics, knowledge and service with a value-based, holistic solution to meet the changing needs of Canadian families. We will align your financial goals not only with your balance sheet, but also guide you towards achieving significance in your life.

Our mission is to build an inter-generational financial road map that allows you to understand your financial goals as they relate to your personal values and beliefs, unify and simplify your consumer debt, teach you how to recapture your financing costs, plan for your predictable and unpredictable emergencies, create a risk management plan that will minimize financial devastation in the event of loss of employment, disability, illness or premature death. Your financial plan will include strategies to use pennies to buy dollars. We will prepare you for voluntary unemployment with a predictable, guaranteed paycheque and ensure proper inter-generational legacy planning to ensure your wishes continue to the next generation.

Whether it's personal or business goals, we will be there beside as your trusted guide to help you achieve peace of mind.

 

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Exceedia Financial Solutions

Exceedia Consulting Ltd.
Exceedia Consulting Ltd.
4.7 out of 5 stars
0 reviews
3016 19 St NE #218
Calgary, AB T2E 6Y9, Canada
(587) 779-5337
Exceedia Consulting Ltd.
Tony Smith
5 out of 5 stars
Professional, knowledgeable, caring. The associates at Exceedia Financial Services Inc spent time learning who I was and what I really cared about and built me a financial plan that I was excited to start. Instead of telling me to buy something I didn't understand, they took time to listen to me. If you are looking for a company that cares about their clients more than making a sale, you have come to the right place.
Exceedia Consulting Ltd.
John Lester Ildefonso
5 out of 5 stars
As a team of professionals, the high quality of work and/or service they provide to their clients (my mom being one of them) is very exceptional and definitely deserved to be recommended to every Canadian - the company's vision and mission is about providing excellent financial service to give financial peace of mind to every Canadian - This statement is very evident in the way they do business. Jesse is highly knowledgeable and very professional in whatever she does. On behalf of my family, we trust her, we trust the firm as a whole. I might even say that this review could be just an understatement compared to the quality of work they have been doing.
Exceedia Consulting Ltd.
Carole Everington
5 out of 5 stars
When I got divorced I had to find a new financial advisor. Every advisor I met seemed more concerned about how much money I was going to give them instead of actually helping me. Out of frustration I decided not to use anyone. A friend of mine told me to go to a financial workshop that was offered at Exceedia. I liked that Jesse didn't try to get me to sign up for anything after the class. I came to another class about financial planning and learned a lot about the difference between buying investments and getting a financial plan. I decided book a consultation. Jesse spent most of her time listening to me and asking me questions I had never been asked before from an advisor. She probably spent ten hours with me teaching me after that about taxes and my credit before I decided to hire her. If you are looking for a financial advisor who cares more about you and where you are going than how much money she can make off you, call Jesse. I'm glad I met her.

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