Services

“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.

Financial education classes

We offer both free workshops as well as paid courses:

Personal Finance

Personal and Business Taxes

Business Startups

Accounting and Bookkeeping

Financial planning

Financial planning services include:

We offer fee-only advice as well as fee-based advice

Cash Flow Planning

Debt Management and financing

Risk Management Plan (Insurance)

Investment Planning

Estate Planning

Exceedia Services

Tax Services Include:

Tax consulting for individual and small business

Bookkeeping

Special wholesale pricing for Quickbooks online

Accounting

Cash Flow Planning

Financial Statements

Tax Preparation and filing

Assistance with CRA collections and related issues

Business Consulting Services:

Happy Business Startup School

Business plans

Grant funding and grant proposals

Business lending resources

Startup planning

Business growth planning

Succession planning

Risk management for businesses

Exceedia Divider

Our products

Cash Flow

Cash Flow Plan

Behavioural Coaching

Financial personality assessment

Life Planning

Debt and Financing

Mortgages

Loans (secured and unsecured)

Line of Credit (Secured and unsecured)

Grant funding (public and private)

Private lending

Alternative lending (B Lenders)

Small Business Owner Lending

 

Emergency Fund

High Interest Savings Accounts

High Interest Investment Accounts

Money Market Funds

GICs

Risk Management Plan

Life Insurance

Disability Insurance

Critical illness insurance

Long term care insurance

Simplified issue & guaranteed issue

Fully underwritten, standard issue

Travel insurance

Health and Dental Supplemental

Group benefits

Health Spending Accounts

Assistance with WCB

Assets and Wealth

Segregated Funds

Annuities

Pensions

Group Savings and Retirement

Mutual Funds

RRSP, TFSA, RDSP, RESP

LIRA, LIF, RRIF

Investment loans

Rental Property Purchase Plan

Insured Retirement Products

Estate Planning

Peace of Mind Life Planner

Estate planning

Succession planning

Estate planning workshops and classes

Strategic Alliances with Fiduciary Trusts

Strategic Alliances with Corporate and Estate Lawyers

Next Steps...

Are you ready to start your financial journey with Exceedia?

Exceedia Consulting Ltd