Book Online

New Client Meetings
5 Services

1st Client FIT Meeting

2nd Client Meeting (Fact Finder)

3rd Client Meeting (Plan Presentation & Implementation)

4th Client Meeting (Plan Implementation & Applications)

Client Policy Delivery

Tax Services
2 Services

Client Tax Assessment

Business Bookkeeping Meeting

$150.00

Business Consultations
2 Services

Business Assessment Consultation

Business Start-Up Coaching Session

$350.00

Existing Client Meetings
3 Services

Client Review 1st Meeting

Client Review 2nd Meeting

Client Meeting Request

Professional Networking
2 Services

Business Meetings (Professional Networking)

New Advisor Interview

Online Meetings
1 Service

Skype Meeting


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Exceedia Consulting Ltd

Business & Events


218, 3016 19 Street NE
Calgary, AB T2E 6Y9
Canada

Mon - Fri: 9:30am - 9:00pm

+1 (587) 409-4431

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85 Reviews

  • I have been Jesse's client for almost 10 years. I trust her advice with investments, goal setting and any financial advice I need.
  • Very meticulous, customer oriented, Exceedia where is you always benefit