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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Shared Ownership Critical Illness

Shared Ownership Critical Illness offers business owners and incorporated business professionals a way to access the retained earnings in their corporation or provide benefits to a key employee. Talk to us to see how we can help you.

2019 Federal Budget

The 2019 budget is titled “Investing in the Middle Class. Here are the highlights from the 2019 Federal Budget.

The Difference between Segregated Funds and Mutual Funds

Segregated Funds or Mutual Funds? What's the difference?