Really informative session and I’m curious to know more about what Exceedia could offer me. |
Meeting with Jesse Vu was very helpful and supportive. |
Meeting with Jesse Vu was very helpful and supportive. |
Some smart planning on Jesse's part provided me with a very impressive return on my taxes this year. I am able to contribute to my RRSP and continue doing an aggressive build to my retirement. Thanks Jesse!!! |
Very helpful |
Jesse went over exactly what we wanted to discuss while giving us some different ideas/options on how to attain our different goals. As always,it was a great and informative meeting! |
10/10 |
I am in the process of learning more efficient ways to grow my financial assets while paying down my debt. My questions were answered in a way that I could understand and how the road map will be set up. |
It was very educational, interactive, opened up my mind on things to consider when looking at and creating my financial plan, what should be looked at for my small pet care and house sitting business, open and friendly atmosphere, felt comfortable, tax considerations are things I recall. |
Jesse and Charlie were very professional in the meeting we had with them. They offered a lot of good advice. In short we were very impressed with their knowledge. We would recommend going to them for help. |
It was a great discussion. Thanks for your time. I always learn something new whenever I meet Jesse :) |
it was very good, I left feeling slightly overwhelmed and depressed but am aware I am in good hands and that things will turn around with the help I feel I am getting |
Amazing so far! Takes the anxiety out of the financial part of my life. |
Very helpful advice to get us back in the right financial direction. Knowledgeable team that can guide you through all the steps to pursue your financial goals. |
I am always pleased to meet with Jesse because I come away feeling that things are taken care of. We went over some new products and features that will make my life simplified i.e. new booking system, Legacy Shield and Kronos. Jesse continues to add products and services that are beneficial to everyone. Her business is always moving forward which means I am too!! Cindy |
Lots of things i learned from Jesse regarding my problem , i didn't even thought of All the advice she gave me... people with problems needs to know this Lady. She is by far, talking things that comes directly from her heart, she just really wants to fix your problem, thanks a lot !!!! |