Jason Desaulniers has been a leader in the financial services industry since 1996, dedicated to helping businesses and families achieve financial security through comprehensive financial planning and risk management strategies. As the President of Excalibur Executive Planning, Jason leads a team providing customized advice in investment management, group benefits, insurance, and succession planning, with offices in Edmonton and Cold Lake, Alberta. In 2019, Excalibur expanded its offerings by acquiring BP Group Solutions, further enhancing expertise in group benefits and retirement plans.

Jason is a lifelong learner, holding certifications as a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Canadian Investment Manager (CIM), and Certified Health Insurance Specialist (CHS). He frequently presents on financial and risk management strategies to organizations across Western Canada, sharing insights to help clients secure their futures.

Jason has served in numerous leadership roles, including several years as President of Advocis Edmonton, and he currently serves as Sponsorship Chair for Advocis Banff School. His volunteer work spans organizations like Junior Achievement, Scouts Canada, the Edmonton Food Bank, and the Edmonton Folk Fest. Jason’s previous 12 years of involvement with BNI reflects his dedication to building meaningful professional connections.

A proud father of three adult daughters and a grandfather, Jason is passionate about forming relationships that go beyond business, often turning clients into lifelong friends. He believes trust and genuine care are the cornerstones of meaningful connections.

Outside his professional life, Jason is an accomplished endurance athlete. He earned a Guinness World Record at Everest Basecamp in 2022, a testament to his determination and commitment—qualities he brings to his work helping clients “Wealth Disaster Proof” their businesses and families.