Exceedia Financial Service Inc
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Through financial literacy, financial planning and tax consulting our team of dedicated professionals will serve you with the highest standards of ethics, knowledge and service with a value-based, holistic solution. We will align your financial goals not only with your balance sheet, but also guide you towards achieving significance in your life. Our mission is to build an inter-generational financial road map that allows you to understand your financial goals as they relate to your personal values and beliefs, unify and simplify your consumer debt, teach you how to recapture your financing costs, plan for your predictable and unpredictable emergencies, create a risk management plan that will minimize financial devastation in the event of loss of employment, disability, illness or premature death. We will prepare you for retirement with a predictable, guaranteed paycheque and inter-generational legacy planning to ensure your wishes continue to the next generation. more... See more text

Products and Services

  • Small Business Consulting Services,
  • Long Term Care Insurance,
  • Financial Planning,
  • Tax Consulting,
  • Travel Insurance,
  • Life Insurance,
    • Financial Advisors,
    • Tax Preparation For Individuals,
    • Disability Insurance,
    • Wealth Stewardship,
    • Critical Illness Insurance,
    • Financial Literacy Workshops,
    • Business Planning,
    • Segregated Funds,
    • Registered Disability Savings Plans,
    • Mutual Funds,
    • Tax Preparation For Small Business,
  • more...
  • less...

Brands Carried

  • Exceedia Financial Tax Services,
  • Destination Travel,
  • IA Clarington,
  • Exceedia Financial Literacy,
  • BMO Life Assurance,
  • Industrial Alliance,
    • Manulife,
    • Sun Life Assurance,
    • Ivari,
    • Exceedia Consulting Ltd.,
    • IA Excellence,
    • B2B Bank,
    • Humania,
    • Peak Investments,
    • Equitable Life Of Canada,
    • Exceedia Financial Solutions,
    • Canada Protection Plan,
  • more...
  • less...

Specialties

  • Financial Literacy And Education,
  • Tax Preparation,
  • Cash Flow Planning,
  • Financial Advisors,
  • Tax Consulting,
  • Value Based Financial Planning,
Location
203-3016 19th Street NE, Calgary, AB T2E 6Y9
Useful Information

Opening Hours *Holiday hours

Monday
Tuesday
Wednesday
Thursday
Friday
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    CaroleE156586
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    After my divorce I was looking for a new financial advisor.I didn't know where to go. Jesse was recommended to me. It was a very different experience. She asked me a lot of questions about what I wanted. I had a hard time trusting people because most advisors just wanted to know how much money I was going to give them. Jesse spent 6 hours with me explaining a lot about finances before I hired her. If you are looking for someone who knows what they are doing and actually cares, go see Exceedia

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