“Like everyone we get frustrated by financial products that don’t work properly.  As solution strategists, we do something about it. We’re all about innovation and empowerment.  The world has enough problem finders. It needs solution finders.”

Jesse Vu, CEO and Founder

 

A new idea

In 2000, Jesse Vu became frustrated with the financial industry’s diminishing performance.  Despite having access to a myriad of financial products, access to information in an instant, Canadian families were no better equipped to prepare for their financial security.  Having a background in strengths perspective solution model, she was able to help empower families in her previous career as a social worker.  But could the same principles be applied to the financial industry?

She set to work.  After fifteen years of experience, she founded Exceedia Consulting Ltd. with a vision of financial peace of mind for each and every Canadian family.

Long term economic well-being for the community

Exceedia was founded on the principle of community – creating interdependence amongst financial professionals to ensure truly holistic planning reflective of our personal values, traditions and goals. Exceedia was born in Calgary, Alberta and it is here at the main office that Exceedia’s solution strategists are hard at work every day, constantly finding ways to make finances work better.

We offer both free workshops as well as paid courses:

Personal Finance

Personal and Business Taxes

Business Startups

Accounting and Bookkeeping

Financial planning: What are my options

Peace of Mind Life Planner

Estate Planning

What to do when someone passes away

Individual and Small Business Services

Bookkeeping

Special wholesale pricing for Quickbooks online

Accounting

Cash Flow Planning

Financial Statements

Tax Preparation and filing

Payroll, GST

Assistance with CRA collections and related issues

Fee-only Planning / Fee-based Advice / Product-based Advice

Behavioural Financial Coaching

Debt Management and financing

Risk Management Planning

Life, Critical illness, Disability, Long term care

Travel insurance

Health and Dental Insurance

Investment Planning

Annuity, GIC, High Interest Savings, Segregated funds

Mutual Funds, ETF

Estate Planning

Happy Business Startup School

Business plans

Grant funding and grant proposals

Business lending resources

Startup planning

Business growth planning

Succession planning

Risk management Plan

Business overhead expense, key person insurance

Group benefits

Group savings

Health spending account