Exceedia Consulting Ltd - Calgary
4.8/5
★
based on 8 reviews
About Exceedia Consulting Ltd
As independent advisors, we are able to pick out the best product that suit your unique situation.
Contact Exceedia Consulting Ltd
| Address : | 324 Marlborough Way NE, Calgary, AB T2A 6R9, Canada |
| Phone : | 📞 +877797 |
| Postal code : | 2 |
| Website : | https://exceedia.ca/ |
| Categories : | |
| City : | A |
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Kristen Joyce on Google
★ ★ ★ ★ ★ I have been with Exceedia for two years. Jesse has been my advisor and has been a great help. she got me lots of money for the disability tax credit. my investments I have with her continue to grow and you get a better rate then what you would with the bank.
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sandra khouri on Google
★ ★ ★ ★ ★ I have been working with Exceedia for the last 2 years and I'm beyond happy with everything Jesse has done for me. From tax filing, to financial planning, to ensuring that I have the proper insurance, Jesse's services have helped minimize any money related stress in my life. By helping me save for my long and short term goals and by altering my spending habits, Exceedia has helped me become financially independent. I would highly recommend Exceedia to anyone who has just graduated University, is starting their career, and would like to start on the right path with money management.
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Ma'am To you on Google
★ ★ ★ ★ ★ I have been working with Jesse for 7+ years. She always explains every step to me and works at my pace. I began with just life insurance and over the years I have added other products when I was ready.
Jesse has been an integral part in helping me plan for retirement as well as yearly goals. When I needed a mortgage specialist, she referred me to one who was wonderful. She did not receive any monetary reward for this.
Jesse meets with me regularly to ensure my goals are met and to review upcoming needs.
I would highly recommend Exceedia Consulting!
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Natalie Grenier on Google
★ ★ ★ ★ ★ My 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.
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colin mallet on Google
★ ★ ★ ★ ★ I 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.
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Clay on Google
★ ★ ★ ★ ★ We 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.
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Laurie Heydon on Google
★ ★ ★ ★ ★ I 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 Heydon
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Audi Lou on Google
★ ★ ★ ★ ★ Jesse 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.
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