“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.
Behavioural Financial Coaching
Debt Management and financing
Risk Management Planning
Life, Critical illness, Disability, Long term care
Annuity, GIC, High Interest Savings, Segregated funds
Mutual Funds, ETF
Grant funding and grant proposals
Business lending resources
Business growth planning
Risk management Plan
Business overhead expense, key person insurance
Health spending account