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4 Services

1st Client Meeting (FIT Assessment)

2nd Client Meeting (Fact Finding)

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

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Client Tax Assessment

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Life Insurance Application

Investment Application

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Business Assessment Consultation

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Business Meetings (Professional Networking)

New Advisor Interview


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Exceedia Consulting Ltd

Business Consulting


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

Mon - Thu: 9:00am - 7:00pm
Fri: 9:00am - 5:00pm

+1 (587) 409-4431

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82 Reviews

  • You rock Jess 😎