Book Online

New Client Meetings
4 Services

1st Client FIT Meeting

2nd Client Meeting (Fact Finder)

3rd Client Meeting (Plan Presentation & Implementation)

4th Client Meeting (Plan Implementation & Applications)

Existing Client Meetings
4 Services

Client Review 1st Meeting

Client Review 2nd Meeting

Client Meeting Request

Skype Meeting Request

Tax Services
1 Service

Client Tax Assessment

Applications
2 Services

Client Meetings - Insurance Applications

Client Meetings - Investment Applications

Business Consultations
1 Service

Business Assessment Consultation

Professional Networking
2 Services

Business Meetings (Professional Networking)

New Advisor Interview


Cej45a3fqgaffbnbrpii?signature=389f71d96c67d7d899609d0def7b3194bc5c339fe7b55f226aafd8f59ed5f5c4&policy=eyjjywxsijoicmvhzcisimv4cglyesi6ndyzmzm2mtq2oh0%3d

Exceedia Consulting Ltd

Business Consulting


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

Mon - Thu: 9:00am - 6:00pm
Fri: 9:00am - 5:00pm

+1 (587) 409-4431

Visit Our Website

 Google

 Better Business Bureau

Refer Your Friends And earn rewards!

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