Welcome to Excalibur Planning
In addition to providing a profile of our firm and the many services Excalibur Planning offers, this web site has been designed to become a useful resource to clients and visitors.
This site is for general information purposes only. The information contained in this site must not be taken or relied upon by the reader as legal, accounting, taxation, financial or actuarial advice.
For these matters, readers should seek independent professional advice. Please refer to insurance company illustrations, policy contracts and information folders regarding any insurance matters referred to in this site.
Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.
The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.