What Clients Are Saying
ExcellentBased on 32 reviews
Trustindex verifies that the original source of the review is Google.
Susan Schwartzenberger2023-07-18Always explains what I need to know and helps me understand what my money is doing and if any changes need to be made. I would recommend exceedia consulting Ltd to anyone. Will help with any financial investments you have.Trustindex verifies that the original source of the review is Google.
Audi Lou2022-02-19Jesse has shown me how to budget and save in a way that decreases money stress and makes me feel like I have not only enough money but more than enough money. I find myself being able to pay for large expenses without feeling like I'm going backwards and without stressing about being 'out' that much money. I am in a hotel right now because I decided the winter roads weren't safe enough to get home for the long weekend. Normally the decision to be safe would be influenced by my bank account. Because of the way I now think about money and budget my money, I was able to feel like I'm having a fun spa night instead of stressing about spending unplanned holiday money and being tempted to drive further.Trustindex verifies that the original source of the review is Google.
Clay2021-03-30We were put in touch with Jesse for simple disability tax process info. What happened next changes our lives forever. Not only was Jesse able to effectively navigate the disability tax, she built out trust to involve her with our entire financial process. Jesse and her team changed our future forever and during covid. Not just a superstar advisor but some one we welcome into our lives.Trustindex verifies that the original source of the review is Google.
Laurie Heydon2021-03-28I met Jesse Vu, part of the Exeedia Team, about a year and a half ago through my Financial Advisor. I was interested to know that part of their services is doing taxes, and with the difficult year we experienced in 2020 with Covid, I decided to get my taxes done professionally this year. Jesse was quick, efficient, and very knowledgeable. Of course she also found for me a pretty significant refund. I also really appreciated that they use an electronic platform. I am not always available with my crazy work schedule and like to be able to respond in my own time. I would definitely recommend Jesse Vu, Exceedia for both tax and financial advice. Laurie HeydonTrustindex verifies that the original source of the review is Google.
colin mallet2021-03-28I can thoroughly recommend the financial services of Exceedia Consultants, particularly their consultant, Jesse Vu. Having suffered from Type 1 Diabetes for 60 years, I had never applied for the Canadian Disability Tax Credit, because of the bureaucratic and arbitrary nature of the process. Jesse made this simple, advising on the right wording and a knowledgable channel to gain rapid approval of the credit. This resulted not only in future credits, but a very welcome 10 years' back tax credit.Trustindex verifies that the original source of the review is Google.
Jenn Galye2021-03-28Jesse is an absolute genius when it comes to all things financial. She has helped our family find money we didn’t know about and move it to investments that make sense. She is a pleasure to work with and we have recommended her to our friends and family.Trustindex verifies that the original source of the review is Google.
jason hughes2019-10-10Being recently laid off, I am glad that I finally listened to Jesse and came and got some financial advice. The nightmare of paperwork that followed would have been to overwhelming and out of my wheelhouse. Jesse helped me navigate through it all and alleviated what could've been a huge disasterTrustindex verifies that the original source of the review is Google.
Jared Sarbit2019-09-03Met Jesse last week, and she is an amazing person. Very knowledgeable, passionate, and I'm sure an excellent financial advisor!Trustindex verifies that the original source of the review is Google.
Natalie Grenier2019-02-07My husband and I have been seeing Jesse Vu at Exceedia Consulting for just over a year. Jesse is very informative and always keeps us involved and up-to-date with the plan she has helped create for us. Her approach always makes us feel comfortable and we love that she is always there to answer our questions (no matter how naive) almost any hour of the day. We can't express enough how refreshing it is to have such a personalized financial experience. We went with Exceedia because we didn't want to just be a number and Jesse and her company have not disappointed.Trustindex verifies that the original source of the review is Google.
Esther Hendricks2019-01-19Jesse’s knowledge and compassion to help me make some better financial decisions has been outstanding and a godsend. Also her Understanding of my personality type with my spending habits was so bang on the truth, which gave me confidence to trust her to guide me to better handle my finances. Jesse is amazing!