Jesse Vu, CCS, 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.
Esther Tseday
Personal Financial Planner
Esther Tsedey spends her days inspiring Canadian families to invest time in protecting what matters most. Using her skills as a Personal Financial Planning (PFP) specialist, Esther has brought so much joy and peace of mind to many households.
Esther has almost two decades of field experience in business, medical and community development work. Her love for community stems from the years she spent with the Calgary Flames, Calgary Fire Headquarters and Alberta Health Services.
She remains very active in the community with her bible education volunteerism work. She pledges annually a minimum of 840 volunteer hours.
Esther loves family. She grew up with 3 brothers and two very loving parents. Esther grew up knowing that love means putting other people’s needs ahead of your own. She loves spending time teaching these same core values to her Little Treasure, her nephew Daniel.
Esther sees herself as having a superhero complex. She is interested in help you . Her personal goal is to have an impact on every single one of her clients. With her ability to find solutions coupled with her strong desire to help, there isn’t always anyone better to have in your corner.
Rachel Hong
Executive Assistant
Originally from Korea, Rachel has a strong background in Administration holding a Bachelor of Arts degree in International Trade. She brings over several years of administrative experience to the table with expertise in data management and paying attention to detail. She combines strong business acumen with building relationship and communicating effectively within the executive team and the clients.
Rachel was offered a position at Exceedia in 2020 as the Executive assistant. Her primary role is to ensure the office runs smoothly from front reception duty to helping advisors with onboarding through client communication. She has proven to be competent in scheduling and correspondence to improve office support.
Doro Omonigho
Administrative Assistant
As a new member to the Exceedia team, Doro Omonigho is an aspiring Financial Advisor seeking to make a difference in the lives of the people he comes across. He has a diploma in financial services coupled with experience working in the retail industry. These things have helped shape Doro’s desire to learn how to help people to better their financial situation, and have taught him how to deal with people’s problems and concerns.
Growing up with a big family of 6 with 3 other brothers and 2 great parents, Doro understands the value and importance of family. He believes strong families build strong communities. He actively spends a pledged minimum of 840 hours a year volunteering his time providing Bible education to others in his community.
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.
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