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EXCEEDIA CONSULTING LTD.

4.6/5 (75)
NameEXCEEDIA CONSULTING LTD.
Address324 Marlborough Way NorthEast, Calgary, AB T2A 6R9
Phone +1-587-349-2455   +1-587-779-5337  
Email ID
SpecialityWealth Creation and Preservation, Risk, Investment and Cash Flow Management and Risk, Asset Allocation, Financial Coaching, Planning and Workshops, Emergency Funding, Life Insurance, Tax, Estate, Critical Illness, Disability & Long-Term Care Planning
AboutExceedia Consulting Ltd. provides a holistic planning process for middle-income families, post-retirement widows, and blue-collar self-employed business owners under a comprehensive wealth management plan. Through this journey into wealth management, you will gain a better understanding of your approach to financial decision-making, learn what matters to you, and receive guidance to consider appropriate trade-offs to achieve the best possible financial outcome for you. Exceedia Private Wealth serves high net worth business owners, offering access to chartered accountants, corporate and estate lawyers, and supports complex transitional planning.
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