“Providing Effective, Integral,
Honourable Financial Solutions.”
…this is the philosophy of Jason Desaulniers CFP, CLU, CIM, CHS; and Excalibur Executive Planning Inc.
According to Brewster’s Dictionary of Phrases and Fables by Ebenezer Cobham Brewer, Excalibur was originally derived from the Latin phrase Ex calce liberatus, “liberated from stone”. Likewise, we seek to liberate our clients’ hard-earned wealth from the stone-like tax regime that encases it, through the use of efficient and effective risk management strategies.
Our objective is to provide Executive and Business Owner Financial Planning Services and Products delivered in a manner clearly different and superior to what is currently available to consumers in this area.
With experience dating back to 1996 in the Financial Planning, Insurance, Investment and Mutual Fund industry, we are qualified to fulfill this objective for our clients.
This website is designed to give you, the consumer, an overview of the services and products we provide and what you can expect from our firm. It is our sincere hope that you find our approach refreshing and that we may have the opportunity to be of service to you, your family or your business.
Excalibur Executive Planning Inc.
Jason Desaulniers CFP, CLU, CIM, CHS