Our Ideal Customer

For our family market, our ideal clients who people are looking for comprehensive financial planning through cash flow planning, debt management, creation of capital reserve emergency fund, risk management plan through insurance and tax planning, need assistance building a financial road map and require tax consulting. The biggest indicator of success is their commitment to behavioural financial planning.

For our business clients, we serve businesses that are in startup phase as well as businesses in growth phase. We are best able to serve businesses that wish to have tax planning, business planning, investments, insurance, group benefits and lending under one umbrella.

About Us

We are a company invested in the long-term economic well-being of our families and our community. Through financial literacy, financial planning and tax savings our team of dedicated professionals will serve our clients with the highest standards of ethics, knowledge and service with a value-based, holistic solution to meet the changing needs of Canadian families. We will align your financial goals with not only with your balance sheet, but also guide you towards achieving significance in your life.

Education. Financial planning. Tax & Business Consulting.

Peace of mind.

Together.

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Thank you to all our guests and followers! To celebrate our recent milestone of crossing over 500 new likes on Facebook, we will be giving away: 5 gift cards of $100 each to CHAPTERS To qualify: 1. Like our Facebook page https://www.facebook.com/ExceediaConsulting/ 2. Write...

Business Grants for Growing Businesses

Want to find out how to get your business to the next level with government training grants? Contact us to find out if we can help you.
Businesses We Recommend
Your brand and your logo is the first thing that someone sees of you. Too many people try to choose the cheapest option and find themselves having to fix it later. Jan was an absolute pleasure to work with. She spent hours ensuring my logo reflected my vision and she did such an amazing job that we offered her company a contract to work with our business clients. I am impressed with her work ethic and her strive for excellence for the client.
We are proud to be scholarship donors for this great organization that helps newcomer youth adjust to life in Canada
A friend had invited me to a business workshop that was being offered and I agreed to attend. I have to say that the 6 Steps to Grow Any Business seminar was enlightening. It was as if everything I have been struggling to build by myself had been translated into an easy to digest formula. For the first time in a long time, I had clarity about my process. I accepted their free consultation and I was introduced to our business coach Kevin Simpson. Here are the highlights to how Action Edge has transformed our business: Having the DISC profiles completed helped us better understand the communication in the team, this tool along with the proper guidance helped translate my personality to better communicate with my team. We attended 90 Day Growth Club as a team. Here's the crazy part - after the 90 Day Growth Club, the trajectory of our company changed forever - less than one month after Growth Club, we did a record $60,000 month in September (previous months were $20,000) and only two months later, we put in an offer to move to an office 2.5x the size of our current location because it was TOO SMALL to fit our growth. Thank you to the amazing team at Action Edge Coaching - to Jarrod who has taught workshops for our team, to Wendy who always greets us warmly by name, to our wonderful coach Kevin - I could never convey enough appreciation about how much your efforts both individually AND collectively have changed the lives of our associates at Exceedia Financial Solutions, Exceedia Consulting Ltd., Exceedia Financial Tax Services
Josephine and her husband are a hard working couple
Friendly staff who understand your unique needs as a female patient.
If you want to be pampered with paraffin treatments, hot towels and an attentive aesthetician with over 13 years experience, Sally will be sure to impress you.
They are quite responsive and can been able to provide our clients with pricing lower than any other quotes.
Top Forum Activity
Jesse Vu answered Which Invoicing / Accounting Software Do You Use??
29 days ago • 1 Like
QuickBooks Desktop is preferable to QuickBooks online for accounting purposes. However, QuickBooks online is designed to sync with online programs more efficiently. (more)
Leonora Balongaya answered What Bookkeeping/accounting Software Do You Use for Your...
18 days ago
Hi, Our company is using QuickBooks. Accounting software should always support the need of the company, use the proper accounting software that can provide you with the information/reports you... (more)
Leonora Balongaya answered How Can I Get More Clients to My Auto Dealership Through...
6 days ago • 1 Reply
Come join the Exceedia free business directory. send me you email address so I can send you information on how to be included in our business directory. We can set up your can free landing page as... (more)
Leonora Balongaya answered I'm Looking to Build a Management Team for a Start Up...
6 days ago • 1 Reply
What do you need to be done? I believe I can help on the financial and accounting aspect. Let me know if I can help. (more)
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Our Team
Jesse Vu from Exceedia Consulting Ltd.
Jesse Vu
CEO, Senior Consulting Advisor
Leonora Balongaya from Exceedia Consulting Ltd.
Leonora Balongaya
Financial and Business Strategist
Jason Agdoro from Exceedia Consulting Ltd.
Jason Agdoro
Financial and Business Strategist
Ethan Dang from Exceedia Consulting Ltd.
Ethan Dang
Managing Partner
Mahsa Ghavari from Exceedia Consulting Ltd.
Mahsa Ghavari
Administration and Tax
Jessel Lo from Exceedia Consulting Ltd.
Jessel Lo
Financial and Business Strategist
Jon Mah from Exceedia Consulting Ltd.
Jon Mah
Administration and Tax
Omotoke Fayokun from Exceedia Consulting Ltd.
Omotoke Fayokun
Administration and Tax
Jesyvelle Cruz from Exceedia Consulting Ltd.
Jesyvelle Cruz
Financial and Business Strategist
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