Jesse Vu, BSW, EPC, QAFP
CEO, Principal Advisor
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.
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.
Mark Casiano
Intern
As an intern in the Financial Planning division, Mark began his professional career in electrical engineering. As someone who is interested in solving puzzles and creating solutions that bring joy to others, he found that he was not able to do that as an engineer. Mark’s practice has primarily emphasized the importance of risk management for young families. As an intern with Exceedia, Mark is now exploring the area of comprehensive planning for self-employed and middle-income families.
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.
