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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Paying 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.

Estate Planning for Young Families

Estate Planning for Young Families

Estate Planning for Retirees and Mature Families

What happens when the children grow up and they are no longer dependent on their parents? Estate planning for mature families and retirees can bring up a number of issues including family dynamics and harmony.