Jason Desaulniers CFP, CLU, CIM, CHS
Financial Planner, Excalibur Executive Planning Inc.
Jason has been working in the financial services and advice industry since 1996. He has held positions in the areas of investment and insurance planning with major banks, insurance companies, and credit unions across Western Canada. He is both a Certified Financial Planner (CFP) and Canadian Investment Manager (CIM), as well as a Chartered Life Underwriter (CLU) and Certified Health Insurance Specialist (CHS).
Following his experiences as a wholesaler serving the Alberta, Saskatchewan, and Manitoba region; Jason founded his company Excalibur Executive Planning Inc., in February of 2007. He specializes in working with business owners by designing and implementing well-rounded risk management and estate planning strategies, as well as comprehensive investment solutions. Many of Jason’s business owner clients come to him as referrals from advisors or other allied professionals.
Jason and his wife Tanya are busy raising their three daughters, and live just East of Edmonton, Alberta.