Exceedia Consulting Ltd.

05/28/2026

Retirement income strategies benefit from diversification. Insurance solutions can complement other income sources. Coordination supports long term sustainability. Review income diversification options.

05/26/2026

Professionals often underestimate health related financial risks. Insurance helps manage the impact of illness on income and savings. Proactive planning supports resilience. Learn about health related protection strategies.

05/21/2026

Business continuity planning prepares organizations for uncertainty. Insurance supports stability during unexpected disruptions. Preparation helps protect employees and operations. Evaluate your continuity planning.

05/19/2026

Estate planning supports legacy and stewardship. Insurance can help preserve assets and support charitable intentions. Coordination strengthens long term impact. Review legacy planning options.

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.

05/14/2026

Retirement planning is about managing trade offs. Insurance can help reduce certain risks while supporting income stability. Balanced approaches support informed decisions. Explore retirement planning considerations.

05/12/2026

Tax efficiency requires ongoing attention as circumstances change. Insurance planning may support long term tax outcomes when aligned properly. Regular reviews help maintain effectiveness. Reassess your tax strategy.

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...

05/07/2026

Family planning involves anticipating future needs. Insurance helps protect against unexpected events that can disrupt goals. Early planning supports long term resilience. Learn more about family protection planning.