Providing the advice and services for families and business owners under a comprehensive wealth management plan is far beyond the capacity of any one professional advisor. It requires a well-coordinated, collaborative effort by a team of professionals from the legal, insurance, investment, estate, business and tax disciplines to provide the scale of planning, advice and resources needed. Exceedia Consulting Ltd combines asset management, cash management, risk management, financial planning, lifestyle management and other services to provide each family with the essential elements for addressing the pivotal issues it faces as it navigates the complex world of wealth management. Exceedia Private Wealth is an advisory company set up to look after the finances of high net worth business owners and families.

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The Difference between Segregated Funds and Mutual Funds

Segregated Funds or Mutual Funds? What's the difference?

Financial Planning for Business Owners

Financial Planning for business owners is often two-sided: personal financial planning and planning for the business. Business owners have access to a lot of financial tools that employees don't have access to; this is a great advantage, however it can be overwhelming too. A financial plan can relieve this. A financial plan looks at where you are today and where you want to go. It determines your short, medium and long term financial goals and how you can reach them. For you, personally and for your business.

RRSP Tax Savings deadline - March 1, 2019

If you want to see how much tax you can save contributing to your RRSP for the 2018 tax filing year, enter your details!

Comparing TFSAs and RRSPs - 2019

If you are seeking ways to save in the most tax-efficient manner available, TFSAs and RRSPs can both be effective options for you to achieve your savings goals more quickly. However, each plan does have distinct differences and advantages / disadvantages. Let’s take a look at their key features

2019 Financial Calendar

Financial Calendar for 2019- All the deadlines you need to know to maximize your benefits!

6 Steps to Retirement Success

Retirement planning can be challenging, we’ve outlined what we feel are 6 steps to retirement success. Talk to us about a complimentary comprehensive review of your retirement plan.