Excalibur Executive Planning and BPGS Partner For Success And Growth

Bryon Pearman of BP Wealth & Insurance Inc. o/a BPGS or BP Group Solutions & Jason Desaulniers of Excalibur Executive Planning Inc. are both pleased to announce a partnership which became official on March 1, 2019.

This partnership is not only exciting for both firms but will also allow them to offer clients a wider breadth of services and expertise rooted in shared core values of client service, responsivenessand professionalism.

This is an exciting time for the newly merged firms and their clients and they are determined to keep providing clients with the same dependable service and essential professionalism.

About BP Group Solutions

BP Group Solutions (BPGS) was founded by Bryon Pearman, a 23-year financial advice veteran and the visionary of the company. Since founding BP Group Solutions, it has grown into a thriving practice that helps businesses across northeast Alberta to coordinate benefits for their employees. Even as the business has grown and evolved, there are key values that remain at the heart of BPGS.

The firm’s mission is to be the Lakeland’s foremost provider of group benefits to small businesses and to be known for professionalism, personal service and community spirit. Their primary aim is to enable small businesses to offer their employees important benefits, helping them to retain their biggest assets — their people. Getting health and life insurance through BPGS is always a smart choice as the firm provides a detailed needs analysis and leaves no worries about getting the best coverage: experienced benefits professionals make sure that clients have exceptional coverage, so they can rest assured that their loved ones and the legacy of their businesses will remain cared for far into the future.

BP Group Solutions is an exclusive Chambers Plan Advisor for Cold Lake, Bonnyville, St. Paul, Lac La Biche and Fort. McMurray, Alberta. BP Group Solutions is also proud to be the provider of the Chambers of Commerce Group Insurance Plan throughout northeast Alberta.

About Excalibur Executive Planning Inc.

Jason Desaulniers of Excalibur Executive Planning has over 23 years of experience in the Financial Planning, Insurance, Investment and Mutual Fund industry. The firm specializes in tax-efficient corporate risk management, insurance and investment strategies, and operates across Western Canada. Its goal is to provide the tools, information, and service that will help business owners and their families make more lucrative and informed financial decisions that secure their futures. At Excalibur Executive Planning Inc., every client is valued and seen as unique, and the financial planning process is approached according to very specific needs and comfort level.

Excalibur Executive Planning Inc. has always maintained the highest levels of professionalism and is always poised to ensure that clients have a full and complete understanding of all areas to be covered during the financial planning process, including details of financial products and investments they may wish to purchase using the firm’s services. Just as the company’s name, Excalibur, was derived from the Latin phrase Ex calce liberatus,  which means to be liberated from stone, it seeks 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.

Positioning for the Future

The new partnership offers an intriguing opportunity to explore the ongoing development of the Canadian employee insurance landscape. Working together, both firms will continue to help employers across north-eastern Alberta to build premium employee benefits plans that balance rock-solid health coverage and valuable retirement planning with cost-effective premiums. BP Group Solutions works with over 20 benefits providers to create tailored plans that are continually updated to give clients the best deal possible, while Excalibur Executive Planning Inc. is perfectly positioned to offer the level of service BPGS clients have come to expect.

Both partners know how important benefits plans are to employees: they pay for healthcare when they are sick and one day, will pay for their retirement and provide aid for their loved ones. They are acutely aware that employees are any organization’s most valuable asset and helping them stay healthy and happy keeps an organization dynamic. So they are both fully committed to keeping the spirit of a small business alive in every way, including getting to know clients personally, providing correspondence, and thinking outside the box to ensure that each client is getting exactly what is required. Their main concern is to keep up the highest levels of productivity in their clients’ organizations, by ensuring their employees have the best workplace morale because of airtight and morale-boosting long term insurance plans.

This move is an excellent and mutually advantageous step for both firms as they continue to venture into new services and opportunities that will further expand their joint relationship with customers, old and new. They are committed to maintaining the status-quo when it comes to top-notch service, optimism and vision. Valued clients can be assured that the merger will usher in an inspiring and productive era for both firms as they both contribute their skills and align for long term success under a common goal.

What you need to know

The merger has been highly successful and the highest levels of profitability and productivity will still exist. Clients will continue to work with the same fantastic people that they always have in the past as all staff are being retained in their current roles. Continuity, efficiency and the best customer service are assured as always.

BP Group Solution’s office locations will remain in Cold Lake and Ft. McMurray, and will have a new office location in Edmonton. Their phone numbers and other contact details will remain the same.

Both firms are grateful to each and every one of their clients & partners for their loyalty and friendship over these many years and now look forward to how this partnership can help to benefit everyone even more into the future. We look forward to a fruitful partnership and better client service!

For any questions about this exciting news or what it means for working with us, please contact us at any time.