Exceedia Consulting Ltd.

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.