Jesse Vu, CCS, EPC, QAFP
CEO, Principal Advisor, Seniors, Families and Self Employed
As the principal advisor in Exceedia’s family division, Jesse’s practice focuses primarily on helping families and self employed build financial road maps that address not only their financial wants and desires but also identify critical financial events that can occur along the way. What makes Jesse’s approach unique is her integrated process that incorporates one’s personal strategies with assets and income from their operating/holding company. While many business owners recognize the importance of planning, they are often too busy growing their business. As a result, miss potential planning opportunities.
The focus of Jesse’s clients, amongst other things, is that they want to know their needs will be met and possible risks mitigated. A strong believer that true financial planning cannot occur in the absence of a trusting relationship, many of Jesse’s clients have been to her home and met her children. Most client appointments with Jesse finish with a big hug and it is not unusual for clients to shed a tear or two during emotional meetings.
Charlie Wilkinson
Associate Advisor
Charlie began her financial career in 1997. A strong believer in solution-focused planning, Charlie wants you to have your cake and eat it too – just not all at once! As a member of the sandwich generation, Charlie understands how overwhelming it is to navigate the financial system for yourself, while trying to help aging parents who expect their children to look after them. Too much jargon and complex explanations can intimidate clients and interfere with their ability to make sound financial decisions. Charlie’s practice emphasizes the importance of a trusting relationship coupled with simple concepts, her clients always leave her office with a smile.
Jonathan Mah, BA
Associate Paraplanner
Jonathan Mah is a member of the financial planning team and works under the direction of a senior financial planner preparing and constructing plans outlined by the financial planner. Financial plans get regularly updated as your situation changes; Jonathan helps gather new information and provide the senior planners with updated projections to ensure your financial plan is always relevant to your life circumstances.
Mahsa Gharavi, BA
Bookkeeping and Accounting
Businesses understand the complexities of running a business are often weighed down with the responsibilities of bookkeeping and accounting. With over a decade of experience and passion for attention to detail, Mahsa Gharavi ensures our self-employed business owners keep CRA (Canada Revenue Agency) compliant records. To demonstrate her ongoing commitment to provide our clients with the highest standards of service, Mahsa is pursuing her CPA (Chartered Professional Account) designation.
Micheline Varas, BA, RHU, RFC, EPC, GBDS
Sr. Vice President, Customplan Financial Advisors Inc.
Corporate & High Net Worth Risk Mitigation Specialist
Micheline Varas provides our business owner and high net worth clients with creative, cost and tax-effective expertise. Beginning her career in the Financial Services Industry over 25 years ago, she has developed a solid reputation working in conjunction with several insurers and their respective underwriters.
She is a consulting resource for our private wealth clients, large institutions and corporations on executive compensation and pension maximization planning. Her extensive experience in the areas of Income Replacement, Critical Illness, Long Term Care Insurance enabled her to be the first Canadian recipient of the GBDS (Group Benefits Disability Specialist) designation.
A current Top of the Table (MDRT) member, she has numerous industry and non-industry publications, holds various training and educational events and has been a speaker at international congresses. Micheline is one of the founding moderators for the Canadian Initiative for Elder Planning Studies and was also named one of 50 Women of Influence in Canada’s insurance industry.
With continuous CRA (Canada Revenue Agency) changes, business owners have had to revise their financial planning so not to face large tax liabilities. With Micheline’s assistance, we can help our private wealth clients access retained earnings in a tax-effective manner, while mitigating risk in the event of an unforeseen event.
Nader Ben Aissa, BA, JD (Doctor of Law)
Corporate Lawyer, Hooey and Company Lawyers
Nader Ben Aissa provides our firm with expertise in corporate law. He acts as corporate and commercial legal counsel for owner-managed businesses in a variety of sectors, including agriculture, tech, oil and gas, construction and hospitality. In 2018, Nader joined Brent Hooey to establish Hooey and Company Law.
Nader provides representation in a wide range of sophisticated and routine transactions for our corporate and shareholder clients, including contractual negotiations and drafting; start-up ventures, financing and private placement investments (equity and debt); acquisition, mergers and sales of businesses; commercial real estate acquisitions, sales and leasing.
Predrag Tomic, TEP
Wills, Estates, Trusts Lawyer, Field Law
Predrag Tomic provides our clients with wills and estate litigation expertise for matters involving complex estate and trust disputes and guides families through the probate and estate administration process. Witnessing firsthand the financial and legal consequences of either lack of planning, or poorly created estate plans, Peter helps our clients clearly address their wishes while ensuring they understand the responsibilities they are delegating when they designate an executor.
Peter has presented on estate topics for the Legal Education Society of Alberta and CPLED and frequently teaches adult education courses about estate planning and executor duties. He is currently a Trust and Estate Practitioner through the Society of Trust and Estate Practitioners.
Latest News
Applications for the Canada Emergency Business Account starts TODAY!April 8, 2020 - 11:48 am
Rules changed to allow more struggling business owners access to CERB, Wage Subsidy. Summer jobs program increased to 100%April 7, 2020 - 4:57 pm
Accepting Applications starting April 6th – Canada Emergency Response Benefit (CERB)April 5, 2020 - 12:50 pm
