Who are we and are we qualified?

Excalibur Executive Planning Inc.
Jason Desaulniers CFP, CIM

  • Working in the industry since 1996.
  • Independent Financial Planner and
  • President – Excalibur Executive Planning Inc. 2007 - present
  • Sales Director, Prairies – Transamerica Life 2005 - 2007
  • Recruiting Manager – Clarica Financial Services – 2005 - 2005
  • Financial Planner - RBC Investments Financial Planning - 2001 - 2005
  • Financial Planner – IOF Foresters – 2000 - 2001
  • Financial Advisor – VanCity Credit Union 1997 – 2000
  • Member Service Advisor – Surrey Metro Savings Credit Union 1996 - 1997
  • CFP (Certified Financial Planner)
  • Professional Proficiency Exam 2000.
  • CIM (Canadian Investment Manager) designation 2003.
  • Associate Certificate in Financial Management, Financial Planning (honours) – British Columbia Inst of Technology 2000.
  • Conduct & Practices Handbook completion 1999.
  • Canadian Securities Course completion 1998.
  • Investment Funds in Canada completion 1997.
  • Member Canadian Association of Insurance and Financial Advisors (ADVOCIS) since 2000.
  • Member Financial Planning Standards Council of Canada since 2000.

 

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