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Exceedia Consulting Ltd

Name: Exceedia Consulting Ltd
Address: Calgary, AB, T2E 6Y9, CA
Telephone: (587) 349-2455
Price range: $$$

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4.8 Google Review

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Calgary, Alberta, T2E 6Y9, Canada

(587) 349-2455 exceedia.ca

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bushra muharram

Mar 19, 2018

I have been working with Exceedia for the past four months; specifically attending their financial literacy workshops. The workshops cover diverse topics such as building credit, buying a house, mortgages, cash flow, taxes...etc. I have enjoyed attending these workshops; they are informative, engaging and Jesse (the facilitator) is an expert in these areas (one could tell after attending the workshops). Exceedia offers these workshops FREE of charge which shows their genuine interest in educating people, sharing their knowledge and expertise and helping people achieve not only their financial goals but also their life goals. After attending these workshops, not once was I asked to buy a product of theirs or register for anything which shows me their number one priority is building relationships with clients based on trust and not profit. I highly recommend these workshops. They are great and I learned a lot from them! As I am at the start of my career life, I would like to start off on the right foot in managing money, building wealth and achieving my financial and life goals and I feel Exceedia is the right place to do that.

sandra khouri

Feb 26, 2018

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.

Eugenia Montiel

Mar 7, 2018

I worked with Jesse Vu and the team at Exceedia Consulting for three months. Mainly, I focused on researching public and private grants for clients and during my tenure, I also had the exciting opportunity to be exposed to learning about financial strategies in planning. Jesse always took the time to teach us the processes and strategies, in my case more specifically for grants, but in general, I observed and admired the same committed attitude towards her clients. Not only she dedicates the time to listen, explain and cater the various services according to each client’s circumstance, but I realized she is so passionate about financial planning that teaching about it becomes natural or part of who she is. This is her strength. Definitely, Jesse would go the extra mile devoting time, building quality relationships, as well as delivering results to clients. As much as she focuses with clients, she devotes time to her team sometimes staying very long nights to train us in strategy and processes. If you want to take a sneak-peak and have fun, as much as Jesse does with financial planning, check one of the workshops called “Understanding How Money Works and Pay Less Taxes” It is worth your time!

appointments @ shephardhealth

Jan 24, 2018

Jesse Vu has been wonderful to work with and she is amazing at what she does. She is so knowledgeable on products and services. She also seems to be available 24/7 to help me with any questions or concerns I have. I highly recommend her services to anyone I meet. Everyone in the office is professional and friendly.

Brett Anderson

Oct 15, 2017

I went into my meeting with Exceedia today not knowing how they could best help my business and left with an assurance that I have another strong member of my team who is pulling for my team's success; I feel confident that Exceedia is being lead by a committed, seasoned business veteran, who is driven by an internal passion, that's undeniably contagious!!! Jesse Vu is not your average, run-of-the-mill financial advisor or business owner. Jesse has something to offer every new business owner, and quite possibly nothing to do with financial services at all! I recommend giving whatever time necessary to get to know Jesse, as she will reciprocate unlike very few people I've encountered in 15 of business and has so much insight because of her burning desire for personal and professional success.

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