Education. Financial planning. Tax Consulting.
Peace of mind. Together.
Emphasis on the Holistic Nature of Business and Personal Financial Life planning
We certainly understand that portfolio management is an integral part of any successful financial plan, but it isn’t the only element that contributes to success. The fact is that we coordinate and provide advice on many other elements of your financial life such as retirement planning, estate planning, income tax planning, risk management, cash flow planning, philanthropy, investments not actively managed by Exceedia Consulting Ltd. such as pension plans, and many other areas.
We believe that a fee that is represented by only one element of your financial life (i.e. investments), may inevitably result in some of the other areas that are so important to your success is ignored.
Business owners have more financial complexity to their affairs. Our integrated personal and business financial plan incorporates all of the elements of a personal comprehensive financial plan while at the same time integrating the assets and income of a business owner’s operating company and/or holding company.
While many business owners recognize the importance of personal financial planning, they are often too busy growing their businesses to spend much time doing personal and/or business planning and, as a result, miss potential planning opportunities. Some of the common questions we can help answer include the following:
How much and what type of income should I be withdrawing from my company?
Should I wind up my holding company?
What are the tax and other implications to my business if I were to die tomorrow?
Do I have enough life insurance? Should my business own life insurance?
Does my will deal properly with my business?
How can I avoid taxes at death?
If you are a business owner, contact us to further discuss how our holistic financial plan will benefit you.
Company Details
- Employees
- 13
- Founded
- -
- Address
- 324 Marlborough Way Ne, Calgary,alberta T2a 6r9,canada
- Phone
- 587-349-2455
- In****@****edia.ca
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- exceedia.ca
- Keywords
- Financial Planning, Tax Consulting, Tax Preparation, Business Consulting, Business Startup and Growth, Risk Management Planning, Cash Flow Planning, Government Grants, Business Lending, Business Plans, and Holistic, value based, financial planning.
- HQ
- Calgary, Alberta
Exceedia Consulting Ltd. Questions
Exceedia Consulting Ltd.'s helpline number is 587-349-2455
Exceedia Consulting Ltd.'s website is exceedia.ca
Exceedia Consulting Ltd.'s LinkedIn profile is https://ca.linkedin.com/company/exceedia-consulting-ltd-
Exceedia Consulting Ltd. has
13 employees.
View email and phone details for 13
employees at Exceedia Consulting Ltd..
Exceedia Consulting Ltd.'s industry is
Financial Services
Exceedia Consulting Ltd.'s top competitors are
Accel Professional Corporation, Cpas,
Olsen Joly Llp Chartered Professional Accountants,
Proverus Llp Chartered Professional Accountants,
Eclipse Llp,
Myerson Wealth,
Avisar Chartered Professional Accountants,
Effe Consultancy Pvt Ltd,
Metropointe Capital,
Exceedia, Llc,
Mcrally.
Exceedia Consulting Ltd.'s support email address is Info@exceedia.ca
Exceedia Consulting Ltd.'s categories are Financial Services
Exceedia Consulting Ltd.'s founding year is 2000
