Exceedia Consulting Ltd.
Calgary
(13)
Calgary
(13)
We provide comprehensive financial planning services for families and small business owners. Our practice specializes in self employed businesses with less than five staff.
13 customer reviews
Dana Coldwell
A plus. Jesse is looking out for her client first.
Reviewed on Facebook
Phuong Tran
Jesse Vụ giúp phuong là m bao hiếm các thứ cho tien để dà nh nếu có ai có ý định muốn giúp xin Phone số Phone nà y 587 779 4156 cam ơn các bạn nhieu
Reviewed on Facebook
Alicia Wickham
Heroes come in many different sizes - One of my heros is barely 5 feet tall but she is knowlegeble and feisty and she has my back financially. I can't say enough good things about Jesse. Coming from a background where you think you have it figured out - it was tough at first to see what I DIDN"T know and worse to find out what i "thought" i knew was actually hurting me. Jesse gets right to the heart of it. After four years with Jesse I have learned more then I ever thought possible. She helped us buy a house five years faster then our initial plan, she helped us not be "house poor" so that we are not affected by the economy and structured it all so that we could still save (lots!!) for our future and retirement, made us realize our love of travel and helped us to save for that AND saved us huge in taxes. Through all of that she has remained the same. She is always up to date on the newest programs, changes in tax laws, changes in insurance laws and plans our portfolio around these changes. Even now that she has her large office (and she is expanding again in 2017!) She is the same Jesse and has the same quality of service and her love of her job is addicting to be around and absorb. I trust her impecably. Call her office. More...
Reviewed on Facebook
John Lester Ildefonso
As a team of professionals, the high quality of work and/or service they provide to their clients (my mom being one of them) is very exceptional and definitely deserved to be recommended to every Canadian - the company's vision and mission is about providing excellent financial service to give financial peace of mind to every Canadian - This statement is very evident in the way they do business. Jesse is highly knowledgeable and very professional in whatever she does. On behalf of my family, we trust her, we trust the firm as a whole. I might even say that this review could be just an understatement compared to the quality of work they have been doing. More...
Reviewed on Facebook
Wes Kowalchuk
Having attended 2 sessions with Jesse, I find her to be incredibly knowledgeable and educated about the material. Her common sense approach to helping and educating people who don't understand insurance and financial planning is very enlightening. As her approach is one of education , she tells you where and what to look for, as well as what to be wary of. The internet is a great place for information but the source is not always credible, or trustworthy. I trust Jesse. I highly recommend to anyone who is concerned about their financial future to sit down with Jesse and let her educate you! More...
Reviewed on Facebook
Joseph Arcojada Dichoso
She helps me a lot. I learned about taxes and saving money.
Reviewed on Facebook
Robert Santos
If you're new to Canada or you speak Tagalog, Exceedia has someone who can speak Tagalog and help you learn about taxes
Reviewed on Facebook
Ella Ngo
One of the smartest financial advisors I know. She knows a lot of strategies to help people find money.
Reviewed on Facebook
Adam Sanderson
She knows her stuff. Got back more than I have ever been able to get and also taught me tons about tax and financial strategies
Reviewed on Facebook
Theressa Haney Meeder
One of the most caring teams in the company and excited to build a new industry together
Reviewed on Facebook
Agatha Ndonui
What a great team!
Reviewed on Facebook
Emily Tran
Jesse has been a good resource of information and she is always trying to learn more so she can help people. She is the only company I know who will spend hours scanning receipts and documents to make sure you don't miss any deductions. She helped a friend get through an audit and worked late into the night every day until CRA was done. If you don't know what exceptional service is, you need to contact her. More...
Reviewed on Facebook
Vivian To
Jesse is very skilled and knowledgeable about personal income taxes and small business taxes. If you are looking for someone to help you, she is your girl!
Reviewed on Facebook
