Canada's #1 Group Benefits Plan for Business
The Chamber Group Plan is Canada’s most respected group health benefits plan. The plan is one of the few in the country that doesn’t require an employee minimum for a business to qualify.
Find out why the Chamber Group Plan is the leading group benefit plan in Canada.
Why you should offer health and dental benefits to your employees
Your instinct may be to focus on employee engagement and great management to retain staff, but don't forget about benefits—92% of employees say they are important to their overall job satisfaction.
Providing health benefits can cut down on recruiting expenses, give you a competitive edge when hiring, and reduce the need for excessive pay increases every year.
Recruit better people and retain them for longer. Offer them peace of mind with comprehensive health benefits. Request a quote for a group health plan today.
Meet Our Advisor
Jason Desaulniers
CFP, CLU, CIM, CHS CERTIFIED FINANCIAL PLANNER
President & Financial Planner
Office: 1-888-594-1857
Direct: (780) 983-0328
Email Address: [email protected]
Office Address:
5241 Calgary Trail, Suite 134
Edmonton, AB T6H 5GB
5104A - 50 Ave
Cold Lake, AB T9M 1P1
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.
Led by Jason Desaulniers, EEPI and BPGS and the team have offices in Cold Lake and Edmonton, AB. What started as a practice focusing on Corporate Risk Management and Corporate Financial Planning strategies, has expanded to offer holistic advice to families and the businesses that serve them.
Excalibur Executive Planning offers advice and strategies in the areas of:
- Group Benefits and Group Retirement Plans
- Investment Management Services and Retirement Income Planning
- Buy-Sell and Shareholder Agreement Insurance
- Registered Disability Savings Plans
- Key Employee Insurance
- Life Insurance, Critical Illness and Disability Protection
- Creditor Protection through the use of Insurance and Segregated Funds
- Business Succession Planning
- Corporate Living Buy-outs.
- Individual Pension Plans and Executive Pension Plans.
Jason has been working in the financial services 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. Jason is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) , Canadian Investment Manager (CIM), and Certified Health Insurance Specialist (CHS). Jason believes strongly in lifelong learning, and as such completes professional course work each year.
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. He has served in various Board leadership roles both with business networking 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 in the Fall of 2022.