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New Client Meetings
4 Services

1st Client Meeting (FIT Assessment)

2nd Client Meeting (Fact Finding)

3rd Client Meeting (Plan Presentation & Implementation)

4th Client Meeting (Plan Implementation & Applications)

Tax Services
1 Service

Client Tax Assessment

Existing Client Meetings
3 Services

Client Review 1st Meeting

Client Review 2nd Meeting

Client Meeting Request

2 Services

Life Insurance Application

Investment Application

Advisor Practice Management
1 Service

Business Assessment Consultation

Professional Networking
1 Service

Business Meetings (Professional Networking)


Exceedia Consulting Ltd

Business Consulting

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

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

+1 (587) 409-4431

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79 Reviews

  • Jesse is so helpful and positive and I am so cheap! ! LOL! I am glad she is a part of living plan. Her guidance is a blessing and she is tearing...
  • I am starting out on my own as a consultant and decided to book a meeting with Jesse. She had a lot of valuable information that really helped me t...