Exceedia Consulting Ltd.

10/24/2026

What if ChatGPT gives you the RIGHT answer… but you still make the WRONG financial decision? 🤯

3 clients asked me the SAME question:

💰 Should I take CPP at 60, 65, or 70?

And guess what? They didn't all get the same recommendation.

Why? Because your retirement isn't just about numbers. It's about knowing which questions to ask.

AI can give you answers in seconds. But what happens when you don't even know what you're missing?

That's why I built my own financial planning software at Exceedia—to go beyond generic calculators, compare personalized strategies, and SHOW clients how their decisions could affect their financial future.

✅ The right questions.
✅ The right analysis.
✅ A strategy built around YOU.

Because good financial advice isn't just about giving answers. It's about asking the questions you never thought to ask.

👇 Are you taking CPP at 60, 65, or 70? Tell me in the comments!

09/04/2026

🚀 BIG NEWS: The Exceedia App is officially here!

We’ve been working on something designed to make managing your financial life a whole lot easier — and today, we’re excited to finally share it.

📱 Introducing the Exceedia App.

Our goal has always been to make financial planning feel more organized, accessible and connected. The Exceedia App brings more of your financial world together in one convenient place — and puts it right at your fingertips.

Whether you're at home, at work or on the go, staying connected with Exceedia just got easier.

This launch is more than a new piece of technology for us. It’s another step toward the kind of client experience we believe financial services should deliver: simple, convenient, secure and built around you.

And we’re just getting started.

💚 To our clients who continue to trust us with their financial journeys — thank you. Your needs, questions and feedback continue to shape how Exceedia evolves.

📲 The Exceedia App is here.

Welcome to the next chapter of Exceedia.

06/04/2026

Last reminder — are you registered yet?

If you or someone you love lives with a medical condition that affects daily activities, it may be worth learning more about the Disability Tax Credit.

This session is designed to be practical, clear, and easy to follow. We will talk about what the credit is, why it matters, and how it may connect to refunds, child-related benefits, and long-term savings opportunities.

📅 Friday, June 5
Register here:
https://booking.exceedia.ca/jessevu/lite/am-i-missing-out-on-money-centre-for-active-living-friday-1

📅 Saturday, June 6
Register here:
https://booking.exceedia.ca/jessevu/lite/am-i-missing-out-on-money-centre-for-active-living-saturday

Spots are limited. You do not know what you may qualify for until you ask.



Horst and Emmy Werner Centre for Active Living
1475 Anderson St
White Rock, BC, V4B 0A8

06/02/2026

This could be worth learning about.

The Disability Tax Credit may lead to meaningful financial support, depending on your situation:

✅ Up to $4,500/year in potential tax refunds
✅ Up to $11,000 in Child Tax Credits
✅ Up to $90,000 in government grants and bonds for long-term savings

The problem? Many people who may qualify never apply.

We are hosting a plain-language session to explain the Disability Tax Credit, who it may apply to, and why it can matter.

📅 Friday, June 5
Register here:
https://booking.exceedia.ca/jessevu/lite/am-i-missing-out-on-money-centre-for-active-living-friday-1

📅 Saturday, June 6
Register here:
https://booking.exceedia.ca/jessevu/lite/am-i-missing-out-on-money-centre-for-active-living-saturday

Find out what you may be missing.



Horst and Emmy Werner Centre for Active Living
1475 Anderson St
White Rock, BC, V4B 0A8

06/01/2026

H elping you get organized, find money and make better financial decisions for over 20 years.

05/19/2026

💰 Are you missing out on money you may qualify for?

Many Canadians are eligible for valuable tax credits and benefits but never apply because they simply do not know what is available.

The Disability Tax Credit can be an important starting point. Depending on your situation, it may help open the door to tax refunds, child-related credits, and long-term savings opportunities through government grants and bonds.

We are hosting an easy-to-understand session on the Disability Tax Credit and who may qualify.

Horst and Emmy Werner Centre for Active Living
1475 Anderson St
White Rock, BC, V4B 0A8

📅 Friday, June 5
Register here:
https://booking.exceedia.ca/jessevu/lite/am-i-missing-out-on-money-centre-for-active-living-friday-1

📅 Saturday, June 6
Register here:
https://booking.exceedia.ca/jessevu/lite/am-i-missing-out-on-money-centre-for-active-living-saturday

Don’t leave money on the table.

05/18/2026

DON’T ASSUME YOU WOULDN’T QUALIFY

A lot of people assume they would not qualify.
A lot of people are wrong.

The Disability Tax Credit can be confusing, and many Canadians never look into it. That means they may miss refunds, benefits, and long-term savings opportunities that could help.

We’re hosting a clear, no-jargon discussion to help you understand what it is, who it may help, and what steps to take next.

📅 Friday, June 5
👉 Register here: https://booking.exceedia.ca/jessevu/lite/am-i-missing-out-on-money-centre-for-active-living-friday-1

📅 Saturday, June 6
👉 Register here: https://booking.exceedia.ca/jessevu/lite/am-i-missing-out-on-money-centre-for-active-living-saturday

📍 Horst and Emmy Werner Centre for Active Living
1475 Anderson St, White Rock, BC V4B 0A8

Come learn what may be available.

05/11/2026

💰 Are you missing out on valuable tax credits and benefits?

Many Canadians qualify for support and do not even realize it.

The Disability Tax Credit may help unlock meaningful financial support, including potential tax refunds, child benefits, and access to long-term savings opportunities through government grants and bonds.

This could mean:

✅ Up to $4,500/year in potential tax refunds
✅ Up to $11,000 in Child Tax Credits
✅ Up to $90,000 in government grants and bonds for long-term savings

Join us for a practical, easy-to-understand discussion about the Disability Tax Credit and find out whether you or someone you love may qualify.

📅 Friday, June 5
👉 Register here:
https://booking.exceedia.ca/jessevu/lite/am-i-missing-out-on-money-centre-for-active-living-friday-1

📅 Saturday, June 6
👉 Register here:
https://booking.exceedia.ca/jessevu/lite/am-i-missing-out-on-money-centre-for-active-living-saturday

Don’t leave money on the table.
Come learn what may be available to you.



Horst and Emmy Werner Centre for Active Living

1475 Anderson St

White Rock, BC, V4B 0A8

05/09/2026

Could someone in your family qualify for the Disability Tax Credit and not even know it?

This is one of those benefits many people overlook because they assume it only applies in very limited situations. But the rules may be broader than people realize, especially when a medical condition affects daily life.

The Disability Tax Credit may help unlock meaningful financial support, including potential refunds and access to government savings programs.

Join us for a practical conversation about how the credit works and what to look for.

Horst and Emmy Werner Centre for Active Living
1475 Anderson St
White Rock, BC, V4B 0A8

📅 Friday, June 5
Register here:
https://booking.exceedia.ca/jessevu/lite/am-i-missing-out-on-money-centre-for-active-living-friday-1

📅 Saturday, June 6
Register here:
https://booking.exceedia.ca/jessevu/lite/am-i-missing-out-on-money-centre-for-active-living-saturday

A little information could make a big difference.

HELPING CANADIANS GET ORGANIZED, FIND MONEY AND MAKE BETTER FINANCIAL DECISIONS What is important to me? We get to know and understand your way of thinking about money and discover what is important to you. The majority of financial issues stem from the inability to recognize the role their emotions...

02/10/2026

Many Canadians are unknowingly leaving thousands of dollars on the table every year.

Tax credits. Refunds. Government programs.
If you’re not actively looking for them — you’re probably missing them.

Join us for “Am I Missing Out on Money?”, an eye-opening seminar designed to help everyday Canadians uncover tax credits and benefits they may qualify for but don’t even know exist.