Exceedia Consulting Ltd Reviews & Testimonials

4.9 (55)

Reviews: 55


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100% of customers would recommend Exceedia Consulting Ltd

Catherine Gulinao

Catherine Gulinao star-alt star-alt star-alt star-alt star-alt

"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."

8 months ago

Google review

Elliot Mah

Elliot Mah star-alt star-alt star-alt star-alt star-alt

"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."

9 months ago

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Susan Schwartzenberger

Susan Schwartzenberger star-alt star-alt star-alt star-alt star-alt

"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."

9 months ago

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Audi Lou

Audi Lou star-alt star-alt star-alt star-alt star-alt

"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 wi..." Read more

2 years ago

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Clayton Galye

Clayton Galye star-alt star-alt star-alt star-alt star-alt

"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 on..." Read more

3 years ago

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Lindsay Dolejsi

Lindsay Dolejsi star-alt star-alt star-alt star-alt star-alt

"Jesse and her team are masters at finding and saving you money. I might even get to retire one day now that I have these wonderful people in my life!! Highly recommended by me and my family."

3 years ago

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Laurie Heydon

Laurie Heydon star-alt star-alt star-alt star-alt star-alt

"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..." Read more

3 years ago

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colin mallet

colin mallet star-alt star-alt star-alt star-alt star-alt

"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 knowledg..." Read more

3 years ago

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Jenn Galye

Jenn Galye star-alt star-alt star-alt star-alt star-alt

"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."

3 years ago

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BJ Leong-Holloway

BJ Leong-Holloway star-alt star-alt star-alt star-alt star-alt Verified customer

"Jesse guided, inspired and educated me to see things differently. I am in the process of making simple effective lifestyle changes to help me work towards my financial goals."

4 years ago

Marianne Wilkat

Marianne Wilkat star-alt star-alt star-alt star-alt star-alt Verified customer

"After having just had our initial meeting, I am very hopeful that useful suggestions will be made and positive things will happen."

4 years ago

Cindy Hartle

Cindy Hartle star-alt star-alt star-alt star-alt star-alt Verified customer

N/a

"I have been working with Jesse for 10+ years. She always goes above and beyond in finding money and savings. She has given me excellent advice that has led me to growing my money, finding top notch investments, and hidden tax savings."

4 years ago

jason hughes

jason hughes star-alt star-alt star-alt star-alt star-alt

"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"

5 years ago

Google review

Jared Sarbit

Jared Sarbit star-alt star-alt star-alt star-alt star-alt

"Met Jesse last week, and she is an amazing person. Very knowledgeable, passionate, and I'm sure an excellent financial advisor!"

5 years ago

Google review

Natalie Grenier

Natalie Grenier star-alt star-alt star-alt star-alt star-alt

"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. W..." Read more

5 years ago

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Kristen Joyce

Kristen Joyce star-alt star-alt star-alt star-alt star-alt

"I have been with Exceedia for two years. Jesse has been my advisor and has been a great help. she got me lots of money for the disability tax credit. my investments I have with her continue to grow and you get a better rate then what you would with the bank."

5 years ago

Google review

Dana Coldwell

Dana Coldwell star-alt star-alt star-alt star-alt star-alt

"A plus. Jesse is looking out for her client first."

5 years ago

Linda Chan

Linda Chan star-alt star-alt star-alt star-alt star-alt

"Jesse is great to work with. Spent three hours with her tonight and the advice she gave was great. How many advisors will stay up this late to help you answer any and all financial questions you might have so you can sleep at night? I highly recommend her services."

5 years ago

Google review

Esther Hendricks

Esther Hendricks star-alt star-alt star-alt star-alt star-alt

"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!"

5 years ago

Google review

joe baddas

joe baddas star-alt star-alt star-alt star-alt star-alt

"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...." Read more

5 years ago

Google review

Carole Everington

Carole Everington star-alt star-alt star-alt star-alt star-alt

"When I got divorced I had to find a new financial advisor. Every advisor I met seemed more concerned about how much money I was going to give them instead of actually helping me. Thats why I decided not to use anyone. A friend of mine told me to go to a financial workshop that was offered at Exceedia. I liked that Jesse didn't try to get me to sign up for an..." Read more

6 years ago

Google review

bushra muharram

bushra muharram star-alt star-alt star-alt star-alt star-alt

"I have been working with Exceedia for the past four months; specifically attending their financial literacy workshops. The workshops cover diverse topics such as building credit, buying a house, mortgages, cash flow, taxes...etc. I have enjoyed attending these workshops; they are informative, engaging and Jesse (the facilitator) is an expert in these areas (..." Read more

6 years ago

Google review

Eugenia Montiel

Eugenia Montiel star-alt star-alt star-alt star-alt star-alt

"I worked with Jesse Vu and the team at Exceedia Consulting for three months. Mainly, I focused on researching public and private grants for clients and during my tenure, I also had the exciting opportunity to be exposed to learning about financial strategies in planning. Jesse always took the time to teach us the processes and strategies, in my case more spe..." Read more

6 years ago

Google review

sandra khouri

sandra khouri star-alt star-alt star-alt star-alt star-alt

"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 habi..." Read more

6 years ago

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Jerry Thai

Jerry Thai star-alt star-alt star-alt star-alt star-alt

MaxWell Capital Realty

"Great financial services planning. Highly recommended!"

6 years ago

Google review