MEET OUR TEAM
Jesse Vu, BSW, EPC, CHS, QAFP
CEO, Principal Advisor
As the principal advisor in Exceedia’s family division, Jesse’s practice focuses primarily on helping middle-income families get organized, find money, and learn how to make better financial decisions. One of her passion projects is helping families access the disability tax credit – something so many people have struggled to apply for. Jesse spends time getting to understand your way of thinking about money, exchanging ideas, and making course corrections.
A meeting with her is always thought-provoking and interesting as she helps you uncover how your financial personality impacts your financial decision-making. What makes Jesse’s approach unique is her patience and skill in working with people who are starting out, starting over, or just overwhelmed with the idea of finances.
People are busy. Jesse’s clients take comfort in knowing someone has a full picture of their financial life and a good understanding of what is important to them. A strong believer that true financial planning requires 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.
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.
Raminder Sahota, BASc
Associate Advisor
As an associate advisor in Exceedia’s family division, Raminder’s practice focuses primarily on helping young families start their financial journey. Families recognize the importance of planning but are often struggling to balance their competing priorities of preparing for their future and their short-term goals while juggling their current limitations of cash flow. Raminder’s approach allows families to have an all-in-one financial strategy that provides money for today without sacrificing money for tomorrow.
Mosi Taylor-Cole, BA, LLB
Family Law Lawyer, Square Law
Mosi Taylor-Cole provides our firm with family law expertise. To date, Mosi has worked exclusively in family law and understands that being involved in legal matters can be stressful. Mosi ensures that his clients are properly cared for and that their matters are handled with privacy and respect. From cohabitation agreements, including pre and postnup agreements, to assistance with parenting and separation orders, Mosi can help clients navigate the often emotional landscape of family law.
Nader Ben Aissa, BA, JD
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.