HELPING CANADIANS GET ORGANIZED,

FIND MONEY AND MAKE BETTER FINANCIAL DECISIONS

What is important to me?

We get to know and understand your way of thinking about money and discover what is important to you.

The majority of financial issues stem from the inability to recognize the role their emotions play in their decision-making.

PRE-FIT QUESTIONNAIRE

MONEY PERSONALITY QUIZ

Where am I today?

Making good decisions requires complete information.

Our next step involves working together to match your financial aspirations with your current resources.

CASH FLOW ANALYSIS

FINANCIAL ORGANIZATION

HONEST ANALYSIS – An honest audit helping you understand where you money has been going

How do I get where I need to go?

Putting your decisions into action requires a clear set of specific steps.
Our personalized plan is the product of objective analysis about where you are headed financially.

It’s a document that lays out assumptions about your future and helps you focus on factors that you can control.

PRIORITY ACTION LIST

CASH FLOW ANALYSIS

Meaningful Milestones

How do I know if I am on track?
Which step of the six steps of financial security have I progressed or regressed to over time?

TARGET MAP – A map helping you see how close or far you are from your goals

Which step of  “6 Steps of Financial Security” am I on?

6 STEPS TO FINANCIAL SECURITY

HELPING YOU FIND MONEY YOU DIDNT KNOW YOU HAD

How We Help

Education

We provide comprehensive financial education to empower individuals with the knowledge and skills necessary to achieve their financial goals and secure a stable future.

FInancial Planning

Financial planning is a process, a series of financial decisions that you make to achieve financial security while still maintaining your goals and lifestyle.

Tax Consulting

With a careful tax-planning strategy in place, you can grow the wealth you have accumulated while minimizing your tax burden.

 

Seniors Concierge

Seniors Concierge serves financially secure, independent seniors, offering professional assistance to maintain their independance.

Children Wealth Plan

Whether you’re a parent, or recently found out you’re going to be one, you might not be aware of how the Canada Child Benefit works. We can help you make sense of it and plan your child’s future.

Robo-Advisory

We will provide you with comprehensive, full-service financial planning and portfolio management that encompasses all your needs at a much lower fee than traditional financial advisory services.

 

Latest News

Susan Schwartzenberger
Susan Schwartzenberger
2023-07-18
Always explains what I need to know and helps me understand what my money is doing and if any changes need to be made. I would recommend exceedia consulting Ltd to anyone. Will help with any financial investments you have.
Audi Lou
Audi Lou
2022-02-19
Jesse has shown me how to budget and save in a way that decreases money stress and makes me feel like I have not only enough money but more than enough money. I find myself being able to pay for large expenses without feeling like I'm going backwards and without stressing about being 'out' that much money. I am in a hotel right now because I decided the winter roads weren't safe enough to get home for the long weekend. Normally the decision to be safe would be influenced by my bank account. Because of the way I now think about money and budget my money, I was able to feel like I'm having a fun spa night instead of stressing about spending unplanned holiday money and being tempted to drive further.
Clay
Clay
2021-03-30
We were put in touch with Jesse for simple disability tax process info. What happened next changes our lives forever. Not only was Jesse able to effectively navigate the disability tax, she built out trust to involve her with our entire financial process. Jesse and her team changed our future forever and during covid. Not just a superstar advisor but some one we welcome into our lives.
Laurie Heydon
Laurie Heydon
2021-03-28
I met Jesse Vu, part of the Exeedia Team, about a year and a half ago through my Financial Advisor. I was interested to know that part of their services is doing taxes, and with the difficult year we experienced in 2020 with Covid, I decided to get my taxes done professionally this year. Jesse was quick, efficient, and very knowledgeable. Of course she also found for me a pretty significant refund. I also really appreciated that they use an electronic platform. I am not always available with my crazy work schedule and like to be able to respond in my own time. I would definitely recommend Jesse Vu, Exceedia for both tax and financial advice. Laurie Heydon
colin mallet
colin mallet
2021-03-28
I can thoroughly recommend the financial services of Exceedia Consultants, particularly their consultant, Jesse Vu. Having suffered from Type 1 Diabetes for 60 years, I had never applied for the Canadian Disability Tax Credit, because of the bureaucratic and arbitrary nature of the process. Jesse made this simple, advising on the right wording and a knowledgable channel to gain rapid approval of the credit. This resulted not only in future credits, but a very welcome 10 years' back tax credit.
Jenn Galye
Jenn Galye
2021-03-28
Jesse is an absolute genius when it comes to all things financial. She has helped our family find money we didn’t know about and move it to investments that make sense. She is a pleasure to work with and we have recommended her to our friends and family.
jason hughes
jason hughes
2019-10-10
Being recently laid off, I am glad that I finally listened to Jesse and came and got some financial advice. The nightmare of paperwork that followed would have been to overwhelming and out of my wheelhouse. Jesse helped me navigate through it all and alleviated what could've been a huge disaster
Jared Sarbit
Jared Sarbit
2019-09-03
Met Jesse last week, and she is an amazing person. Very knowledgeable, passionate, and I'm sure an excellent financial advisor!
Natalie Grenier
Natalie Grenier
2019-02-07
My husband and I have been seeing Jesse Vu at Exceedia Consulting for just over a year. Jesse is very informative and always keeps us involved and up-to-date with the plan she has helped create for us. Her approach always makes us feel comfortable and we love that she is always there to answer our questions (no matter how naive) almost any hour of the day. We can't express enough how refreshing it is to have such a personalized financial experience. We went with Exceedia because we didn't want to just be a number and Jesse and her company have not disappointed.
Esther Hendricks
Esther Hendricks
2019-01-19
Jesse’s knowledge and compassion to help me make some better financial decisions has been outstanding and a godsend. Also her Understanding of my personality type with my spending habits was so bang on the truth, which gave me confidence to trust her to guide me to better handle my finances. Jesse is amazing!

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