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Financial Planning
9 Services

Initial Financial Planning Consultation

Initial Consultation

2nd Stage: Plan Presentation

3rd Stage: Plan Implemenation

Policy Delivery

Delivery of Policy contracts and policies approved

Quarterly Financial Review

Annual Financial Review

Annual Financial Review

Client Meeting Request

Would you like to meet with me? Use this meeting to book an appointment that does not fall into any of the other categories

Investment meeting request: Deposit funds or request withdrawal

Meeting request by client to request changes to investment account
*withdraw funds, deposit additional funds, make changes to monthly PAC

Meeting Request: Questions about Financial Plan

Have questions about your financial plan? Want to understand what you have? Use this meeting request to book a time to have your plan reviewed and explained.

Financial Workshops and Classes
3 Services

Financial Planning: What are my options

Credit: How to Build, Rebuild and Maintain Good Credit

Supervisa: How to bring your parents and grandparents to Canada

Taxes
3 Services

Initial Tax Consultation

Initial Tax Consultation

Annual Tax Consultation Review Book

Bookkeeping Consultation

Business Consultation
1 Service

Business Consultation

Initial consultation services

Certified Cash Flow Specialist
3 Services

Initial Consultation

Cash Flow Plan Presentation

Cash Flow Plan Review

CAMPAIGNS - Disability Tax Credits/RDSP and Cancer Awareness
2 Services

Disability Tax Credit Consultation

I want to find out if I qualify for Disability Tax Credits / I want to open RDSP

Cancer Protection

I want to protect my family in case of illness

Phone and Web Meetings
2 Services

Phone Consultation

Skype Consultation

Networking
1 Service

Professional Networking

Professional Networking with industry professionals and building relationships

Hiring and Recruiting
3 Services

Associate Interview

Are you interested in working at Exceedia? Book an associate interview today to discuss career options available.

Associate Orientation

Associate Review

Volunteering
1 Service

Volunteer Interview

Family and Personal Commitments
1 Service

Personal Appointment


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Jesyvelle Cruz

Business Consulting


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

Mon: 12:00pm - 5:00pm
Tue - Fri: 9:00am - 7:00pm

+1 (587) 834-1456

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