Best financial advisors in Calgary: find options near you

Being just two years from retirement, I needed confirmation that our retirement investments would meet our future income needs. Hervin demonstrated exceptional skill in analyzing our various investment streams in the most tax-efficient way possible and provided the reassurance I needed. His friendly personality and approachable manner put us at ease from our first meeting. He generously shares his wealth of knowledge and experience and his passion for his clients’ financial well-being is obvious as he explains various financial options. I highly recommend Hervin Pesa for retirement planning advice.

We met with Hervin initially in late June and were very impressed with his financial knowledge/skills. We purposely went with a «Fee For Service» advisor as we were not interested in being «sold» products, but rather receive a non-biased review of our finances and future plans. From our first meeting the advice that Hervin provided us, more then paid for the fees charged. Our only regret is that we waited until we were almost retired before consulting him. Hervin was a pleasure to work with and we look forward to managing our plans with him in the future.

We recently met with Hervin and were extremely happy with the service he provided in completing our retirement plan. He has a broad knowledge of all things related to financial planning, and provided us with a comprehensive and detailed plan for our retirement finances. He was a pleasure to work with throughout the process and I highly recommend booking an initial consultation with him where he will go over in detail the services he provides. Thanks Hervin!

We recently had a consultation with Hervin Pesa and were incredibly impressed! He has a wealth of financial knowledge and was able to answer all of our questions and concerns about our finances and future plans with my fiance.

Hervin was also very easy to talk to, which made the whole process feel relaxed and comfortable. We felt like he truly listened to our goals and didn’t pressure us into anything.

If you’re looking for a financial advisor who is knowledgeable, approachable, and puts your needs first, then Hervin is the perfect choice!

We initially made contact with Hervin to help us make decisions about whether or not we could retire; we wondered, did we have enough money put away? Little did we know that Hervin would provide us with the answer to that question and much much more. He very skillfully listened to us and was able to create a realistic and understandable model for a successful retirement. Hervin has an exceptional ability to hone in on what your personal values are and can quickly translate that into viable economic solutions to support your values. I have recommended Hervin’s service to my friends and will continue to do so.

My wife and I met with several professionals, but Hervin truly stood out.

Right from our initial meeting, Hervin showed a genuine commitment to understanding our unique financial situation and family goals. Unlike other planners, he delved into aspects of our lives and aspirations that we hadn’t considered ourselves, steering clear of a one-size-fits-all retirement timeline. As a young couple, we were looking for this.
Hervin’s ability to grasp our distinct financial objectives was evident, and by our second meeting, he presented a comprehensive plan tailored to meet each of our goals.

Importantly, he remained open to feedback and adjustments as our circumstances evolved, demonstrating a willingness to adapt the plan accordingly.

Accessibility was a key aspect of Hervin’s service – always available to address our queries or provide insights on specific financial matters. The reasonable and well-structured fee further highlighted the value of his expert guidance.

For the first time in a while, I felt a sense of reassurance about our family’s financial future, thanks to Hervin’s dedication and personalized approach. Initiating our financial journey with excitement, I appreciated the thorough process that left us well-equipped. While Hervin’s services provided everything we needed within the service period, we will retain his expertise annually to ensure continued financial success.

I highly recommend setting up an initial meeting with Hervin; his diligence and commitment will make a noticeable difference in your financial outlook.

We just finished a 1hour free consultation with Hervin Pesa. In this hour he spent time getting to know us as well as our financial situation. He was mostly concerned with the advice he could give us NOW, than with setting us up for future paid consultation services. Hervin challenged my assumptions on saving and planning for mine and my family’s future. He opened my eyes to what seemed like simple obvious facts that I had never considered. But before doing all that, he gave me assurances that what I’ve done financially up to this point have placed our family in a good position for the future. His assurances made me feel comfortable about our financial decisions so far and alleviated stress and fear for the future. Thank you, Hervin. I will definitely recommend you to everyone!

World Financial Group is very professional in their services. The office environment is really good. The staff members are very friendly and helpful.
They provide good financial literacy, which is essential for our life and they stay committed in helping their clients achieve their financial goals. I highly recommend World Financial Group for all your financial services.

World Financial Group has been amazing to work with! Their team is professional, knowledgeable, and truly dedicated to helping clients secure their financial future. They take the time to educate and guide you through every step, making financial planning simple and stress-free. Highly recommend their services to anyone looking for trustworthy financial advice.

The staff is incredibly cooperative and always willing to assist. They took the time to provide me with valuable financial knowledge, which was both informative and practical. I feel much more confident about managing my finances thanks to their guidance. Highly recommend this service to anyone looking for expert advice and great customer service.

I had a great experience with the team on managing my finances and with helping my friends and family as well. Learned a lot of things. They showed me a lot of options to save and grow my money in safer ways. I got my savings annual report yesterday and already gained a 24% growth on my investment account which with also cover for any critical illness and my life.

Working at world financial group has been a positive experience. the team is supportive and management is approachable and transparent. I appreciate the opportunities and growth and the work-life balance offered. Overall, its great place to work.

I couldn’t be happier with the financial education provided by this WFG office. Their team is exceptionally knowledgeable, and their commitment to empowering clients with top-notch financial insights is truly commendable. I’ve gained so much valuable information that has greatly benefited my financial planning. Highly recommend their services to anyone looking to improve their financial literacy. I’m genuinely delighted to be part of the WFG community!

Thank you, WFG, for your outstanding support and education!

Mahendra

I have all great things to say about WFG 1925 18 Ave NE Calgary office. Very friendy and helpful receptionists and awesome staff.
Gurmeet pajji has made excellent arrangements of the office settings with individual rooms for staff, the meeting room, exam room, lunch room and all that.
If you want to get free financial education/advice, this is the right place to be in! I never knew there are so many things to learn and understand in the financial field and know about how to grow the money and at the same time save on taxes, until I visited this office. Very friendly, knowledgeable personnel who explain things in detail.
An awesome experience visitng this office everytime!
Best regards,
Sunil

We previously had our investments with a large firm where we often felt like just another client. Working with Ryan has been an absolute breath of fresh air. The way he provides personalized guidance, makes us feel truly supported in our financial journey. Ryan operates with unwavering integrity and is always open to answering our questions. As a dedicated family man, it feels as though he genuinely cares about what’s best for our family’s financial future. With him, we know we are in good hands.

We have been working with Ryan for a year. He keeps us on track with everything financial. Ryan really goes above and beyond in every aspect of financial planning.
He is very personable and family oriented which aligns with our values
Ryan always accommodates and makes time for us. If you are looking for peace of mind when it comes to retirement planning and someone you can trust and help you achieve your financial goals, definitely reach out to Ryan!!

We have been working with Ryan for over 2 years, and he has been a great help to ensure our retirement plan is on track. He is very attentive to our needs and helps us with all our concerns. We would and have recommended him to anybody that is looking for a financial advisor.

I wish I would have started working with Ryan years ago! He is knowledgeable, organized and always available to answer our questions. Highly recommend Ryan to anyone!

Ryan has been such a blessing to work with. He has made investing and finances enjoyable (which i never thought possible). He is extremely personable and shows that he cares not only about our future, but our day to day life as well. I am so grateful to be able to put my trust in him, and know that my future is in good hands. I would highly recommend Ryan and his team.

My wife and myself recently transferred our portfolio to MRG Wealth and Ryan made this process very easy and comfortable for us. Throughout the process Ryan was extremely transparent, very patient with all of the questions we had, and developed a strategy that we are both excited to work towards. If you need to contact Ryan, his response time is excellent, and he has been great at sending follow up emails to recap the discussions/path forward.

We highly recommend using Ryan and MRG Wealth.

We absolutely love Ryan’s knowledge and enthusiasm, he is SO great at following up and coming alongside us to make sure we are on track financially. I also appreciate how much effort he puts in at staying updated on how our family is doing, milestones reached, or personal successes. We always feel like he truly cares about our family and is working hard to see us be successful and prepared financially. We highly recommend Ryan!

John is efficient, reliable, and always finds a solution to meet our goals. He truly cares about his clients and makes the effort to understand us on a personal level. Even our kids know John! We’ve been working with him for several years now and plan to continue for many more to come.

We have had the pleasure of working with John as our financial planner for several years now, and we couldn’t be more satisfied with his services. John’s knowledge and attention to detail are truly exceptional. He has a remarkable ability to explain complex financial concepts in a clear and understandable manner, which has been invaluable to us in planning for our future.

John’s guidance and expertise have been instrumental in helping us navigate various financial decisions over the years. He takes the time to thoroughly understand our goals and objectives, and then develops a comprehensive financial plan tailored to our specific needs. We have complete confidence in John’s recommendations, knowing that they are always well-researched.

What sets John apart is not only his expertise in financial planning but also his genuine care for his clients. He goes above and beyond to ensure that we feel informed, supported, and empowered to make sound financial choices.

In summary, we highly recommend John to anyone seeking expert financial guidance.»

I first met John outside of the context of looking to acquire financial services. Through casual discussion I discovered what he did for a living which quickly led to me asking questions about options for myself. It didn’t take long for him to impress me enough with his knowledge to hand over control of half of my retirement savings to him to manage. Since then, about 3 years, I have been very satisfied with John’s level of service, his concise, efficient communication, and his performance in the management of my money. John understands the sensitivities in the IG tools he uses and keeps me well informed on what the possible outcomes of my current path are, and any opportunities to adjust course.

We’ve been working with John for about 5 years and could not imagine finding a better fit for our financial planning and management needs. John has always been proactive and taken an educational approach with us, so that we make informed decisions. He takes his time and understands our family needs to recommend the best solutions for us and had been very flexible with working around our busy schedules, making things convenient for us. We trust John and feel confident that he has helped us minimize risk and optimize our future potential.

We have been working with John for 3 years and can not be happier. He did a complete evaluation of our investments and has successfully put us on track to meet our retirement goals. The new software he has gives you an easy way to visualize your expected retirement savings and then see how long it will last over those post work years at the lifestyle you want. I always used to worry about saving enough for retirement but no longer. I am extremely happy with John and would highly recommend him for your investment needs.

John has been a great resource for all things financial. He has helped both myself and my dad invest better, get life insurance and help us with overall financial peace of mind. He took the time to explain things for my retired father and he feels confident and secure in the financial planning process. If you are looking for a financial guru, I would highly recommend John.

I am fortunate to have found a trusted advisor in John. I have been working with John for over five years now. Each time we meet, he provides me with insights into the market, trends and adds value to my financial decisions. John’s proactive approach to financial planning helps me think differently on my journey to where I need to be. I couldn’t think of a better fit for my financial planning needs.

Hervin was a preasure to work with, and helped us immensely with our retirement plan and outlook.
His in-depth analysis of our unique sitiation was pragmatic and professional. We would recommend to family and friends!

Contacting Langford Financial was a great decision. Although we were managing our money well, it was nice to meet Willis and have the reassurance that we needed to now retire with a plan in place and with peace of mind. There were so many things I didn’t understand about investing and Willis took the time to explain things clearly. I would highly recommend!

If you are nearing retirement, newly retired, or well into that stage of life and need some honest, reliable financial advice and tax planning services, I highly recommend Willis and Nancy Langford at Langford Financial. I have been working with them since the fall of 2020 and am really happy I made the switch.

I needed much better advice than I was getting from my new bank rep as I was actively preparing for retirement. I found Langford Financial online and booked a review meeting. I was happy that I was sent a complete list of all the information that would be needed prior to my initial meeting so I arrived prepared.

From that initial meeting, I decided to have Willis prepare a retirement plan for me. After we reviewed everything he had prepared, I felt much more confident in what was to come financially during retirement and how I could manage it. That’s when I decided to transfer my investment portfolio from my bank to Langford Financial so they could manage it with and for me. I felt they really had my best interests at heart.

It was a pleasant surprise that their approach combined both income planning for retirement and tax planning for both the immediate future and well into retirement. This has proven to be very helpful as it has ended up saving me a lot of money (a lot!) by using credits that had been missed by the company I previously used to prepare my taxes.

I really like working with Willis and Nancy. They are very quick to answer any questions I have and can accommodate virtual or in-person meetings based on what is needed. They also produce a regular newsletter that I really enjoy. It has lots of tips in it and some very good in-depth information that helps me make better decisions—or at least ask better questions!

Moving to Langford Financial was a great decision for me. It has lead to better financial planning and decision-making and much greater peace of mind for me at this time of life.

What we wanted in a Financial Planner, was not just reasonable returns now, but good personal advice in our preparation for our retirement and what happens when retirement actually arrives. We wanted someone who would be walking with us, guiding us on our way to retirement.
From the first time we found the web site for Langford Financial Inc, we could see the knowledge of Willis and Nancy and a real effort to educate and pass on their knowledge through seminars, workshops and their personal service. Once I reached out through their web site for more information, Willis was quick to respond, offering and giving whatever information I was looking for and never was there pressure to commit to anything.
The feeling of comfort and ease when talking with Willis was inviting enough for us to want to meet with Willis and Nancy, just to see firsthand if there was a connection and what working with them would look like.
And when we did meet for the first time, that feeling of comfort and ease was very evident. It was a unique experience for us to be able to sit down and get to know a financial planner (or a team of both Willis and Nancy) and not have any sales pressure on us. Just getting to know Willis and Nancy was important for us. We needed to be comfortable with them and see their competence in the business, and it was obvious that Willis and Nancy wanted to know us better so they could know how best to help us.
Once we decided to move our accounts over to Langford Financial, we found their process was comforting and refreshing as Willis and Nancy first worked at evaluating our complete situation. They dug down to get a complete picture of where we were at, where we wanted to be and how to get there. This took some reflection on our part but once we saw how they put it all together in our «Financial House In Order» binder, we were confident we made the right decision to go with Langford Financial.
Since the time we started working with Willis and Nancy I have attended many of their seminars and can say the information they have been teaching has been amazing. Always relevant, and consistent with their desire to help those coming up to retirement, and covering so many different situation as everyone has a different life situation. I know more than one of the tax saving strategies they taught at their seminar’s will work for my wife and I, so we are very happy about that.
We would definitely recommend Langford Financial, not just for all your retirement planning needs, but they have great ideas on savings for your grandchildren too!
Paul and Elaine Radder

It took me awhile to decide if I wanted to work with Langford Financial as it was a bit beyond my price range. I did end up making an appointment, and it was one of the best ways I have ever spent my money!! I am so happy and grateful to Willis that I did this. I now have a retirement strategy which will save me much more money than the cost of the service. Willis is non biased, very knowledgeable, and very helpful!! He did not try to sell me anything. He answered all my questions in depth, and told me things that i would have never known regarding finances. Willis is also very personable and non-judgemental. I am recommending this service to friends and family.

I contacted Langford Financial to see if they could help me with specific questions on retirement & estate planning, efficient tax strategies, CPP and OAS benefits, and income draw down strategies. I was very nervous at first about whether they would be a good fit for my needs, but my concerns were quickly put to rest and Willis and his team made me feel at ease right from the very first meeting. They are very easy to work with, are very knowledgeable and resourceful, are able to break down complex matters into an easy to understand manner, and are always quick to respond to any questions. They reviewed my situation and were able to tailor a plan to fit my specific needs, to my complete satisfaction. The plan included amongst other things, the best way to utilize efficient income tax strategies. helped me to understand the correct draw down of assets which would result in larger savings, and provided guidance on insurance products and efficient estate planning. As a result, I have a much clearer picture of my financial situation now and feel very confident and satisfied in the plan that they have proposed for me, going forward. What I appreciated the most about Willis and his team was that, in addition to their friendly, personable and professional approach, at no time was there ever any pressure to purchase any products.
I am very happy with the service I received from Willis and his team and would recommend Langford Financial to anyone looking for advice on their retirement planning needs. You will not be disappointed!

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It was a pleasure to work with Ken Doll as a financial planner. It was money well spent to see how our investing over the years translated into a retirement plan. It gave me the confidence to give my retirement notice. He responded to all our questions and explained everything to our satisfaction. He revised the plan several times until we were confident that the plan worked for us. He gave us other issues to consider in retirement beyond just having enough money as he knew our priorities and lifestyle. I have already passed on his name to friends.

I have been working with Matt and Chris for just over a year. They have been extremely diligent in helping me understand my investment recommendations, market changes, and how I can best design my portfolio to meet my personal goals. They are a very supportive and responsive team that wants to see their clients succeed. I would recommend the Alpha Bull team to anyone looking to increase their returns and understand what options are available to them.

My husband and I, both retirees, have been with Alpha Bull from when they first started up. We love that Matt Donnelly comes to our home to go over our portfolio and thoroughly explains our finances on a regular basis. He is very personable and knowledgeable always giving us ideas to enhance our growth. We have been with other investment groups throughout the years and by far Alpha Bull has done wonders with our investments.

I’ve just recently switched all my investments over to Alpha Bull Canada, and what a pleasant experience so far! Both Chris and Matt (as well as all of their office staff) are true professionals and genuinely good people. Their attention to detail is impressive, which makes me feel very confident that making this switch is going to help me realize all of my financial goals; I highly recommend this team.

I previously had Dennis Audette (ABC Senior Advisor) as my financial advisor, when Dennis retired and Matt took over the transition was seamless. Matt is first of all very personable and knowledgeable when it comes to my own financial requirements now that I’m retired. I haven’t met in person any of the other ABC staff but have talked to some of them on the phone or over emails, Chris is much like Matt as in being very personable and knowledgeable when it comes to the financial game, also would like to mention Bailey B. I always look forward to the monthly account statement from Bailey, her greeting and message are always up tempo and positive! I HIGHLY recommend ABC Wealth for any financial or retirement needs!
Thanks Warren C. Duncan.

We’ve been working with Alpha Bull for a while now and couldn’t be happier. They’re super knowledgeable, easy to talk to and always explain things in a way that makes sense. We trust their advice and feel more confident with our finances thanks to them. Highly recommend.

I’ve had Matt and the Alpha Bull team as my advisors for years. I’ve been very pleased with my exceptional returns and highly recommend them. I’ve had several advisors in the past, but have moved everything over to Matt due to those exceptional returns. I know my retirement funds are in safe hands. Thanks, Matt and the Alpha Bull team!

Matthew and the team at Alpha Bull are fantastic. They are great at explaining your finances so that you can understand them and always very responsive to questions.

Dealing with Arif and Ben has been a great experience so far. My first meeting with them was strictly a discussion around financial goals and current financial situation, so no recommendations were made until they had evaluated these first. I always felt that my interests came first and the financial strategies they recommended were clearly based on the goals we had discussed. Unlike other advisers I had spoken with in the past, I never felt like unwanted products were being pushed on me. I look forward to working with KL Advisory in the future and would recommend them to anyone I know.

We recently used Arif for our life insurance policy and would highly recommend his services. He was very professional, knowledgeable and personable. Arif explain every step and all of our options so we felt comfortable making our final decision. We will definitely be using KL Advisory Group for our future investment and insurance needs.

KL advisory group is fantastic and amazing.

Not only are they a one stop location for all you financial and insurance needs, but they’re personable and will always do what is in your best interest. They’re always happy to give professional advice and they’re not afraid to share and give you the «hard truth» when it’s what you need.

They have been really great when it come to changes with our growing family.

Ben and Arif, you guys are truly the rockstars of the finance and insurance world!!!!

I started using KL Advisory Group because I was constantly dealing with new people at the large financial institutions that didn’t understand my personal and business needs. KL has been amazing! I use several of their services and they have always provided great service at good value. They are way better than going to a big financial institution, because you get hands on service and you don’t have to deal with a new person each year. I look forward to our long business and personal relationship.

KLAG is definitely your one stop shop, and now their snazzy new location even has free parking!

I use their services for investing and for critical illness and disability insurance. They even did a free assessment on my vehicle insurance and told me to stay with my current company as it was working the best for my needs – I value their honesty. As I know very little about the financial industry, it is broken down to very simple terminology and they really take the time to understand my goals. I feel empowered and confident and am excited for a future of continued support. I would highly recommend KL Advisory Group for all your needs!

Arif and the team at KL Advisory Group have been a huge help over the years with setting up our insurance policies, RESP’s, various investments, and retirement planning. I would highly recommend KL Advisory Group to anyone looking for professional advice in growing their investments.

Dealing with Ben and Arif has been a great experience for me. The level of professionalism and quality of work is amazing to see. I am glad to be connected to them for the services I need.

I was looking for a fee-for-service advisor to review my finances and provide an unbiased, professional opinion to ensure I was on the right track. My meeting with Russ gave me the confidence I needed in my financial plan. He was transparent, knowledgeable, and truly client-focused. You can tell how passionate he is about what he does and that he genuinely wants to help you reach your financial goals. I highly recommend him to anyone seeking financial advice!

Russ was awesome to deal with. I wanted to figure out if I was on the right track for retirement as I have been handling our finances on my own. He was able to take my questions and thoughts and put it into a plan that gave me an insight into how much more we needed to save and when we could retire. The important part was to figure out what we could spend in retirement and leading up to retirement. I would recommend Russ to anyone looking for a clear answer without a sales pitch on securities or additional products.

Russ is fantastic! I am a beginner in the finance space and he spent extra time walking me through the basics answering every question (there were many) I had in a simple and easy to underStand way. He focused on what is best for me and my current situation and we came up with several options for how to achieve my goals. I absolutely recommend Russ whether you are new to understanding your finances or experienced.

I will continue to be working with Russ!

My meeting with Russell was phenomenal. From the start, he proved to be an attentive listener, showing empathy that went far beyond the numbers.

I appreciated his genuine commitment to doing what’s best for his clients. Russell dedicated more time than expected to our introductory session, addressing my concerns, answering all my questions, without any pressure to commit.

What truly stood out was his transparency and honesty. He pointed out areas where my needs might be better served by another expert and even connected me with someone in his network. Although we didn’t move forward together, I was thoroughly impressed by his integrity and client-first approach!

We are incredibly grateful to Russ for his outstanding help with our retirement planning. From the very first meeting, he demonstrated a deep understanding of our financial goals and tailored a plan that perfectly suits our needs. Russ’s expertise, patience, and attention to detail made the entire process smooth and stress-free.

He took the time to explain complex concepts in a way that was easy to understand, ensuring we felt confident in every decision. His personalized approach and genuine care for our financial well-being truly set him apart. Thanks to Russ, we now feel secure and optimistic about our financial future.

We highly recommend Russ to anyone seeking a knowledgeable and trustworthy financial advisor. His dedication and professionalism are second to none!

I’ve known Russ, in the financial planning space for years. And time is what it takes to earn the experience to advise people with their finances. Feel comfortable connecting with Russ for financial advice only in Calgary!!

We received advice only retirement planning services from Russ and are very satisfied with the thorough and thoughtful models he provided to us. If you save $xx each year, you can retire at age xx with $XXX, with several different scenarios (realistic, conservative, and optimistic) of what is possible. I’m really glad we went through this exercise and grateful for the education.

I can’t say enough about working with Ian and team! Since moving our investments over to Ian, he has come out twice to meet with us in person (Calgary —–> Kelowna). His team (Kathy and Rebecca) are always so kind, helpful, and accommodating! Highly recommend!

My husband and I recently used Ian and his team to make a plan for our finances and the entire experience was first class. Not only was every person we dealt with incredibly customer focused, the support and advice received was superb. So glad we chose Ian for our planning, he made the whole process easy to understand and we were very well taken care of.

Ian and his whole team are knowledgeable, professional and friendly. Extremely helpful. Shoutout to Kathy too for all her help.

After moving from Ontario to Alberta, my wife and I were lucky enough to find Ian while searching for a financial planner here in Calgary. He has worked with us to complete a full financial plan which is very detailed with specific actions and follow ups for all involved which we appreciate. He even set things up so we can see real time progress towards the goals that we set which we love. Ian always explains what it is he is recommending, with support material, so we know exactly what we are purchasing and how it will benefit us in the short and/or long term. It’s very clear that Ian really cares about his clients and it shows in his work. The team Ian has with him is also second to none. Overall just a great experience.

I had the pleasure of meeting Ian McCulloch and his amazing team earlier this year as my partner has been using Ian’s services for approximately 7 years.

I had my investments sitting in some accounts at a credit union, to which there was very little to no assistance from anyone at that institution to help me with my investments and retirement planning.

It was within minutes of my first zoom meeting with Ian that I knew that I wanted this man and his team to help me reach my goals.

My partner and I just had our Estate & Financial Planning meeting last week with Ian and Taylor and we were blown away with the information provided and how it was presented to us. I thought Ian was going to jump through the screen with his excitement as to where we stand financially today and where we will be at retirement time right through to age 95!

The plan provides for with «what if’s» of the world (which was my biggest concern, and is no longer) down to how we can find the money for a major repair to our home that we have been putting off doing.

We are excited for our retirement, so much so my partner was going to work until 66 years old, now he is counting down the days until June 2024 when he is now thinking of retirement.

I look forward to continually working with Ian and his marvelous team of professionals. Thank you all you made this transition between institutions effortless. Thanks everyone.

S. Jeffery

MORE THAN JUST A SUIT

Recently, we had the pleasure of working with Ian and his team on an Insurance Policy. He was gracious and patient with our many questions (sometimes the same question multiple times) Ian wanted to make sure that we totally understood all the details of our policy. So no question is a stupid question.
Knowing little about Insurance, we were overwhelmed with all the information and options. Ian walked us through all the process and details.
He’s thorough and well informed. Ian used his knowledge to make certain that the policy we were choosing was the best matched to our needs.
You will feel comfortable with his easy going manner and down home kind of guy attitude. He’s friendly, good sense of humour and was a pleasure to work with.
His team is supportive and efficient. Kathy kept us well informed with emails and setting up Zoom calls. Sun Life rep, Thomas, filled in any blanks and provided good overall picture as well.
You will be confident and satisfied with the level of attention that Ian and his team provide.

Ian McCulloch has been an exceptional Financial Advisor for me and my wife as we reach the retirement phase of our life. It’s obvious Ian has taken many other folks through this stage as he holds abundant knowledge in all things financial. Needless to say, we learnt lots!

Coupled with his large professional team, we appreciate all parties were very flexible with our schedule. I never dreamt we would meet up as often as we did, but we wanted to gain a comprehensive understanding to fine tune our big plan.

Ian has a great understanding of how to retire successfully. We have complete trust in Ian’s judgement and insights in all our financial decisions.

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.

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.

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.

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.

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!

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.

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.