Services

At Exceedia Consulting, we provide expert assistance in the following areas:

Investments

  • RESP
  • TFSA
  • RRSP
  • Insured Retirement Plans
  • LIRA
  • Pensions
  • Group Retirement
  • Non-Registered Plans

Financial Planning

  • Maternity leave transition planning
  • Pre-retirement planning
  • Post-retirement planning
  • Elderly parent planning
  • Estate planning
  • Charitable giving planning
  • Peace of mind Life Planner
  • Business consulting services
  • Tax consulting services

Insurance

  • Disability Income Insurance
  • Critical illness Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance
  • Health Spending Accounts
  • Health Wellness Accounts

People typically receive advice from many different financial advisors as the need arises. This advice is often specific to one area of a financial plan and may not consider the impact on other areas of an individual’s financial life.

Our comprehensive financial planning service consists of a complete and objective analysis of your overall financial situation and includes Retirement Income Projections, Tax & Estate Planning, Investment Planning, Wealth Protection Strategies, Planning for Family Members with Special Needs, Education Planning and Charitable Giving Strategies.

Our comprehensive financial planning service coordinates all of the different aspects of your financial plan so you can be confident that all of the pieces are working together.

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