Jesse was very helpful to me in my preparation of a disability tax credit application. She made the process very straightforward, and I was very impressed with her suggestions for what could and could not be applied for. Her knowledge of the process was excellent! I highly recommend her to anyone contemplating initiating this process.
Exceedia Consulting made the whole Disability Tax Credit process so much easier for me. I honestly had no idea where to start, but their team walked me through the process, step by step and made sure my mom's application was spot on.
Thanks to their help, my mother's DTC application was APPROVED, and I couldn’t be more grateful.
I appreciated their team's attention to detail and clear communication, which helped eliminate the stress and confusion of such a complex process. I highly recommend Exceedia for anyone looking to maximize their chances of success with the DTC application.
I have been utilizing Exceedia Consulting for over 10 years. Throughout all my life stages: purchasing of my first home, investment properties, marriage, kids and of course saving for retirement, Jesse has been there for me and assisted me. I would highly recommend her as she's very well versed in financial literacy.
Hi Catherine, it has been an incredible journey over the last decade and we are honored to be there through all the important stages in your life. I look forward to helping you experience many more successful milestones.
Elliot Mah2023.08.01
I've known Jesse for over a decade and have been retaining her services for personal finance planning and tax preparation for just as long. She's been essential in planning for our family's future. I would highly recommend working with her and Exceedia.
Hi Elliot, thank you for taking time to share your experience with Exceedia Consulting Ltd. It has been wonderful working alongside you all these years. It's been an honor to be there to help you navigate going from being a student, to homeowner and eventually to family man. I look forward to continuing to help you map out your financial goals and successes for decades to come!
Susan Schwartzenberger2023.07.18
Always explains what I need to know and helps me understand what my money is doing and if any changes need to be made. I would recommend exceedia consulting Ltd to anyone. Will help with any financial investments you have.
Hi Susan, thank you for allowing me to help navigate your financial journey over the last 15 years. Your commitment and dedication to following your financial plan has helped cushion all the unexpected financial events over the last 3 years. Thank you for your continued trust.
Audi Lou2022.02.19
Jesse has shown me how to budget and save in a way that decreases money stress and makes me feel like I have not only enough money but more than enough money. I find myself being able to pay for large expenses without feeling like I'm going backwards and without stressing about being 'out' that much money. I am in a hotel right now because I decided the winter roads weren't safe enough to get home for the long weekend. Normally the decision to be safe would be influenced by my bank account. Because of the way I now think about money and budget my money, I was able to feel like I'm having a fun spa night instead of stressing about spending unplanned holiday money and being tempted to drive further.
It has been a pleasure helping you get started on your financial planning journey with Exceedia Consulting Ltd. I find that most clients know what they SHOULD be doing, but need guidance with setting up financial buckets to keep organized. It really warms my heart to hear that you were able to sound financial decisions that are in alignment with your values, instead of feeling guilty when something unexpected arises. Thank you for taking the time to share your experience with our firm. ~ Jesse Vu, Senior Financial Planner
Clay2021.03.30
We were put in touch with Jesse for simple disability tax process info. What happened next changes our lives forever. Not only was Jesse able to effectively navigate the disability tax, she built out trust to involve her with our entire financial process. Jesse and her team changed our future forever and during covid. Not just a superstar advisor but some one we welcome into our lives.
It has been a wonderful experience getting to know your family. Even though COVID has created some extraordinary challenges to employment and created so much uncertainty, it has been an absolute joy to be able to get to work with you and Jenn. Exceedia is happy to offer in person meetings for clients who prefer one on one.
Laurie Heydon2021.03.28
I met Jesse Vu, part of the Exeedia Team, about a year and a half ago through my Financial Advisor.
I was interested to know that part of their services is doing taxes, and with the difficult year we experienced in 2020 with Covid, I decided to get my taxes done professionally this year.
Jesse was quick, efficient, and very knowledgeable. Of course she also found for me a pretty significant refund.
I also really appreciated that they use an electronic platform. I am not always available with my crazy work schedule and like to be able to respond in my own time.
I would definitely recommend Jesse Vu, Exceedia for both tax and financial advice.
Laurie Heydon
Thank you Laurie for sharing your experience with us. We do our best to meet the changing needs of our clients. Whether it is video meetings over Zoom, electronic signatures, or in person one on one meetings, we strive to make your experience as comfortable as possible. Esther Tsedey and Jesse Vu are happy to be part of your financial journey.
colin mallet2021.03.28
I can thoroughly recommend the financial services of Exceedia Consultants, particularly their consultant, Jesse Vu. Having suffered from Type 1 Diabetes for 60 years, I had never applied for the Canadian Disability Tax Credit, because of the bureaucratic and arbitrary nature of the process. Jesse made this simple, advising on the right wording and a knowledgable channel to gain rapid approval of the credit. This resulted not only in future credits, but a very welcome 10 years' back tax credit.
Thank you Colin for sharing your experience with us! Navigating through disability tax credits and coordinating your doctor with CRA can feel overwhelming. Thank you for allowing us the opportunity to help you finally access the credits you were eligible for, and thank you for recommending us to the Canadian Diabetes Association. We hope to help other Canadians receive their disability tax credits as well.
Jenn Galye2021.03.28
Jesse is an absolute genius when it comes to all things financial. She has helped our family find money we didn’t know about and move it to investments that make sense. She is a pleasure to work with and we have recommended her to our friends and family.
Thank you Jenn for taking the time to leave us feedback 🙂 about your experience. Exceedia Consulting Ltd was founded on the principles of sound financial management through education and planning. We all know how hard it is to plan without money, so we work hard to make sure you haven't missed out on any money you forgot you had, or didn't know you were entitled to! We look forward to working together with your family for years to come!
jason hughes2019.10.10
Being recently laid off, I am glad that I finally listened to Jesse and came and got some financial advice. The nightmare of paperwork that followed would have been to overwhelming and out of my wheelhouse. Jesse helped me navigate through it all and alleviated what could've been a huge disaster
Hi Jason. Thank you so much for taking the time to share your client experience. During times of transition like an abrupt employment change, all the paperwork can be overwhelming. At Exceedia, we are proud to provide private wealth management services to middle income families. Having someone on call whom you can ask about all aspects of your life from how to plan your employment transition to proper tax pre-planning, to fun things like where to travel, makes the financial journey more enjoyable. Clients don't pay us for more information. They pay us for results. Thanks for inviting us into your life to share this journey with you!
Jared Sarbit2019.09.03
Met Jesse last week, and she is an amazing person. Very knowledgeable, passionate, and I'm sure an excellent financial advisor!
Thank you for the wonderful comment and review! Our CEO, Jesse Vu, enjoyed the afternoon conversation about business growth and financial planning with you. The team at Exceedia Consulting Ltd is looking forward to a long and prosperous business relationship with Picture Perfect Cleaning Inc. It is always exciting to work together with another business owner who cares about their staff and clients as much as we do.
Natalie Grenier2019.02.07
My husband and I have been seeing Jesse Vu at Exceedia Consulting for just over a year. Jesse is very informative and always keeps us involved and up-to-date with the plan she has helped create for us. Her approach always makes us feel comfortable and we love that she is always there to answer our questions (no matter how naive) almost any hour of the day. We can't express enough how refreshing it is to have such a personalized financial experience. We went with Exceedia because we didn't want to just be a number and Jesse and her company have not disappointed.
Hi Natalie, it has been a pleasure serving you and your family. We have really enjoyed watching you and Shaun become you, Shaun and Sullivan. It is an honor to be invited into your life and be part of your adventures from home buying to simple things like trying to book a beer tasting around your crazy shift schedules. I look forward to being part of your family for decades to come!
Esther Hendricks2019.01.19
Jesse’s knowledge and compassion to help me make some better financial decisions has been outstanding and a godsend. Also her Understanding of my personality type with my spending habits was so bang on the truth, which gave me confidence to trust her to guide me to better handle my finances. Jesse is amazing!
Hi Esther, thank you for taking the time to review Exceedia Consulting Ltd. One of the most difficult aspects of financial planning is understanding how our relationship with money influences our decisions. At Exceedia, we get to know our clients really well before we make recommendations and behavioural financial coaching is a cornerstone of our practice. We really love our clients! One of our favorite things about meeting with you is getting a big hug and seeing that wonderful smile on your face.
joe baddas2019.01.04
Jesse Vu is so knowledgeable in everything i ask regarding my problems, especially when it comes to solutions to a specific problem. I have problems on my business, and struggling on how to fix lots of things, but when i told her my story, she is spot on giving advices. She is really helpful and understands if you really need answers to questions right away. I'm from Edmonton and i'm late for almost an hour on my 1st consultation, but instead of just using my remaining hour to discuss the plan, she ask me if i want to go back again after her next appointment and continue for another 3 hours discussing what needs to be done and make a plan for my problem.With her Help, i know for sure that everything will be fine on my future plans with my Family.
I definitely recommend Jesse (Exceedia Consulting Ltd.) to anyone looking for solutions to their problems regarding financial planning, taxation and many many more...
Thank you so much for your help, God Bless your Company.
Joe
Thank you for sharing your experience. At Exceedia, we are entrepreneurs too and we understand the demands of juggling a business and a family. It was lovely having Mariquita and Katie come visit as well. As a firm, we want to be all things to a few select people and we are honored that your family chose our firm to help guide your business and your personal finances. 2019 is going to be a great year together!
sandra khouri2018.02.27
I have been working with Exceedia for the last 2 years and I'm beyond happy with everything Jesse has done for me. From tax filing, to financial planning, to ensuring that I have the proper insurance, Jesse's services have helped minimize any money related stress in my life. By helping me save for my long and short term goals and by altering my spending habits, Exceedia has helped me become financially independent. I would highly recommend Exceedia to anyone who has just graduated University, is starting their career, and would like to start on the right path with money management.
Hi Sandra. Thank you for writing us a review. We absolutely enjoying working with young graduates as they start their careers and their financial journey. Many people think it's too soon when they finish school, but we have found that you can save for the finer things in life, while still enjoying things today. We look forward to following your travel adventures on Instagram :)
Jerry Thai2018.02.26
Great financial services planning. Highly recommended!
Hi Jerry. The team at Exceedia is always excited about connecting with other people in the community. We love supporting other businesses - especially successful realtors like yourself. It is always a pleasure to spend time with you to discuss strategies on how to help families purchase their first home, upgrade to their forever home, and position them to be able to purchase rental properties. We are looking forward to a fruitful 2018 together.
Will Adair2018.02.23
I have been with Exceedia for just over a Year now and what impressed me the most was that Jesse and Ethan were "Very Hands On " with me.
I would highly recommend Exceedia for any / all of your Financial planning requirements.
Hi Will. Thank you so much for taking the time to write us a review. The reason why we are able to dedicate so much time to our clients is because we are very particular about the types of clients we bring on. It is important to us that you have the care and attention you need. As financial advisors and tax consultants in Calgary, we know that we can do a better job when we work with the right type of people. We definitely look forward to celebrating another wonderful year together!
appointments @ shephardhealth2018.01.24
Jesse Vu has been wonderful to work with and she is amazing at what she does. She is so knowledgeable on products and services. She also seems to be available 24/7 to help me with any questions or concerns I have. I highly recommend her services to anyone I meet. Everyone in the office is professional and friendly.
Hi Jay, thank you for allowing Exceedia to be part of your financial journey. One of our strengths is helping medical professionals like yourself have a clearer 360 degree view of both your personal finances as well as your business finances.
Have you heard - we offer regular financial workshops around topics like how to build credit, rebuild and maintain good credit (great for youth and millennials), introductory tax classes for entrepreneurs, and fun classes like Paycheque 101.
If you're interested in any of these free classes, be sure to check them out at http://exceedia.ca/events
We look forward to continuing to serve you, your family and your business for years to come.
Erin Burrell2017.10.27
It's been a pleasure using Exceedia for my business. They are extremely knowledgeable and friendly. I would highly recommend them!
Hi Erin, thank you for taking time out to write us a review. We are very happy to provide you with financial advice for your personal planning as well as the new business you have created. We look forward to helping you save for your future house!
Skyrocket Your Sales with Customer Reviews. No coding required.
Verified Company
