We health-disaster proof businesses and business owners, through the use of corporate risk management. 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 professionals’ and business owners’ hard-earned wealth from the stone-like tax regime that encases it, through the use of efficient and effective insurance strategies, while also reducing risk.Since February 15, 2007, Excalibur Executive Planning has offered risk management, investment planning and financial planning solutions to businesses and families. In 2019, EEPI acquired BP Group Solutions to further enhance offerings in the area of Group Benefits and Group Retirement plans.Specialties: Our specialties include reviewing and proposing comprehensive and tax-effective risk management strategies for owners of small- to mid-size businesses. This often includes advanced life insurance strategies, split-dollar or shared-ownership critical illness insurance strategies, etc. We also assist business' owners' with key-person needs, as well as buy-sell / shareholder agreement funding strategies. Furthermore, we work in the realm of Group Benefits and Group Retirement planning; while also assisting Professionals and Business Owners with their own investment management and retirement planning. We offer advice and strategies in the areas of: Group Benefits and Group Retirement PlansInvestment Management and Retirement Income Planning Buy-Sell and Shareholder Agreement InsuranceRegistered Disability Savings PlansKey Employee InsuranceLife Insurance, Critical Illness and Disability ProtectionCreditor Protection Business Succession PlanningCorporate Living Buy-outs.Individual Pension Plans and Executive Pension Plans. Jason has presented on financial planning and risk management strategies to numerous groups across Western Canada. These have included RBC Dominion Securities, BMO Nesbitt Burns, Daystar Financial, Desjardins Financial Security, and both the College of Alberta Denturists, as well as the Denturist Association of Alberta.Jason has been an active member of the community. He has volunteered with a number of organizations, including NABI, Junior Achievement, and Scouts Canada; and served in various Board leadership roles both with business groups and not for profits.Jason is an accomplished endurance athlete and earned a Guinness World Record while completing an Obstacle Course at Everest Basecamp Fall 2022.
Listed skills include Estate Planning, Financial Advisory, Financial Planners, Retirement Savings, and 45 others.
