Providing the advice and services for families, seniors 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 individual 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, seniors and families.

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Saving for Education

Post-secondary education can be expensive, however having the opportunity to plan for it helps with making sure that you’re capable to meet the costs of education.

The Best Way to Buy Mortgage Insurance

Before buying insurance from your bank to cover your mortgage, please consider your options. What does the insurance cover?

Life Insurance after 60- is it necessary?

You may have had life insurance for as long as you can remember. You knew it was important to make sure that your family would be taken care of and be able to pay their bills if anything happened to you. But now that you’re over 60, your children are grown, and your mortgage is paid off, you may feel you don’t need life insurance anymore. However, there are some circumstances under which it may still make sense for you to have life insurance: • You still have substantial debt. • You have dependent children or grandchildren. • You want to be able to leave a financial legacy.