Exceedia Consulting Ltd

📍 financial advisors in Calgary

Exceedia Consulting Ltd

7.4

Exceedia Consulting offers a truly exceptional level of financial guidance. Clients consistently praise the personalized attention and clarity provided, going far beyond simply processing taxes or recommending insurance. The firm's team appears dedicated to fostering long-term client relationships, adapting strategies as individual circumstances evolve.

What sets Exceedia apart is the evident commitment to empowering clients with financial literacy. Their expertise seems to translate into straightforward explanations and actionable advice, lessening stress and promoting a sense of control over personal finances. This approach builds confidence and delivers significant peace of mind.

Information about financial advisor in Calgary - Exceedia Consulting Ltd

Service options
  • Online appointments
  • On-site services
Accessibility
  • Wheelchair-accessible toilet
Amenities
  • Gender-neutral toilets
  • Toilet
Crowd
  • LGBTQ+ friendly
Planning
  • Appointment required
  • Appointments recommended
Parking
  • Free of charge street parking

Customer Reviews

★★★★★

Exceedia Consulting Ltd has a rating of 4.9 out of 5 based on over 34 reviews on Google

Jesse was very helpful to me in my preparation of a disability tax credit application. She made the process very straightforward, and I was very impressed with her suggestions for what could and could not be applied for. Her knowledge of the process was excellent! I highly recommend her to anyone contemplating initiating this process.
Lester Stehmeier (☆ 5/5)
Lester Stehmeier (☆ 5/5)
Exceedia Consulting made the whole Disability Tax Credit process so much easier for me. I honestly had no idea where to start, but their team walked me through the process, step by step and made sure my mom's application was spot on. Thanks to their help, my mother's DTC application was APPROVED, and I couldn’t be more grateful. I appreciated their team's attention to detail and clear communication, which helped eliminate the stress and confusion of such a complex process. I highly recommend Exceedia for anyone looking to maximize their chances of success with the DTC application.
Lisa N (☆ 5/5)
Lisa N (☆ 5/5)
I've known Jesse for over a decade and have been retaining her services for personal finance planning and tax preparation for just as long. She's been essential in planning for our family's future. I would highly recommend working with her and Exceedia.
Elliot Mah (☆ 5/5)
Elliot Mah (☆ 5/5)
I have been utilizing Exceedia Consulting for over 10 years. Throughout all my life stages: purchasing of my first home, investment properties, marriage, kids and of course saving for retirement, Jesse has been there for me and assisted me. I would highly recommend her as she's very well versed in financial literacy.
Catherine Gulinao (☆ 5/5)
Catherine Gulinao (☆ 5/5)
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!
Ma'am To you (☆ 5/5)
Ma'am To you (☆ 5/5)
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.
Natalie Grenier (☆ 5/5)
Natalie Grenier (☆ 5/5)
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.
sandra khouri (☆ 5/5)
sandra khouri (☆ 5/5)
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Information about Exceedia Consulting Ltd

Address

Exceedia Consulting Ltd is located at 324 Marlborough Way NE, Calgary, AB T2A 6R9, Canada

Phone

The phone number of Exceedia Consulting Ltd is +1 587-774-6673

Business Hours

Monday: 11:00–17:00
Tuesday: 11:00–17:00
Wednesday: 11:00–17:00
Thursday: 11:00–17:00
Friday: 11:00–17:00
Saturday: Closed
Sunday: Closed

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