Meet the Excalibur Planning Team

Jason Desaulniers CFP, CLU, CIM, CHS

Financial Planner, Excalibur Executive Planning

Jason has been working in the financial services and advice 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. He is both a Certified Financial Planner (CFP) and Canadian Investment Manager (CIM), as well as a Chartered Life Underwriter (CLU) and Certified Health Insurance Specialist (CHS).

Following his experiences as a wholesaler serving the Alberta, Saskatchewan, and Manitoba region; Jason founded his company Excalibur Executive Planning, in February of 2007. He specializes in working with business owners by designing and implementing well-rounded risk management and estate planning strategies, as well as comprehensive investment solutions. Many of Jason’s business owner clients come to him as referrals from advisors or other allied professionals.

Jason and Chantal live in Edmonton where they enjoy exploring the extensive North Saskatchewan River trail system when time allows.

Tami Romanchuk, CFP®, CLU®

Insurance Specialist

Tami has been building her extensive career in the financial services industry since 2003. Throughout her journey, she has excelled in diverse roles, including Associate, Advisor, and Insurance Sales Director. In recognition of her innovative approach, she received an award for creating a unique study group that enhanced collaboration and success among the advisors she supported.

Tami’s experiences have shaped her deep passion for helping clients navigate the complexities of financial planning and risk management. Drawing from personal and professional insights, she is dedicated to alleviating the stress that often accompanies these processes. Her commitment is further fuelled by the challenges faced by friends and family during unexpected health crises, which highlighted the critical importance of preparation.

In 2022, Tami’s dedication to financial preparedness took on new meaning when she became her own first Critical Illness claim after being diagnosed with a meningioma brain tumor while her daughter was just one year old. Having experienced the impact of an unplanned health event firsthand, she is even more determined to help others get their financial affairs in order, recognizing that tomorrow is never guaranteed.

Based in Victoria, BC, Tami is an active community leader who has served on several boards, including the Edmonton Folk Music Festival, Advocis Edmonton, Advocis Banff School (Past Chair), Toastmasters, and most recently, the Cobble Hill Events Society (CHES). Her volunteer work spans organizations such as the Canadian Cancer Society, Women in Leadership Foundation, and Big Brothers Big Sisters.

In her personal life, Tami enjoys concerts, camping, and exploring the outdoors with her family. A former avid motorcyclist with over 20 years of experience, she embraces life’s adventures with enthusiasm and purpose.

Catherine Saunders

Office manager & Licensed New Business Group Administrator

With over a decade of experience as a customer service administrator and seven years in management roles, Catherine brings a wealth of expertise to her position as Office Manager and Licensed New Business Group Administrator. She has developed her skills across various industries, including six years in retail and ten years in the insurance sector, joining Excalibur in May 2014.

Committed to ongoing professional development, she completed a Business 101 course in 2016 and has been Life and Accident & Sickness (A&S) licensed since 2019. In her current role, she oversees the company’s day-to-day operations, including payroll, staff training, compliance, ad design, new business processing, and customer service. She specializes in managing group insurance new business, ensuring a seamless experience for clients and stakeholders alike.

Outside of work, Cat enjoys riding her Spyder, gathering around fire pits with friends, fishing, and visiting family in Newfoundland.

Kimberly Kilbreath

Licensed Investments Assistant

With over 20 years of experience as a Financial Planner and Advisor with leading chartered financial institutions, [Name] specializes in investment planning and brings a wealth of knowledge to her role. She joined Excalibur in April 2024, contributing her expertise to deliver exceptional service to clients.

Known for being highly client-oriented and detail-focused, she takes pride in ensuring that every client receives the best care and personalized attention.

Outside of work, Kim enjoys reading, learning new things, and spending quality time with her husband.

Tami Winter

Unlicensed Administrative Assistant

Tami began working with BPGS/EEPI in November 2019, initially focusing on providing administrative support to life insurance clients. In 2021, she transitioned to serving investment clients, expanding her expertise in client service.

In addition to her client-focused responsibilities, [Name] plays a vital role in supporting the office’s daily operations. Her duties include answering phones, handling mail, and assisting wherever needed. She also takes on various administrative projects and provides backup coverage for both life insurance and investment client services.

In her spare time, Tami enjoys a variety of hobbies, including crafting, reading, and spending quality time with her family.

Amanda Kain

Unlicensed Life Insurance Administrative Assistant

Amanda joined the team in September 2021 after successfully completing her student practicum with the office. She graduated with distinction from Portage College in 2021, earning an Office Administrative diploma. Since starting her role, she has been a dedicated member of the team for over three years.

In her role, Amanda provides essential support to the life insurance team, ensuring smooth operations and exceptional service to clients.

Outside of work, she enjoys shopping, trying new restaurants, snowboarding, and paddle-boarding. She’s also a proud cat mom to Marinara, who she adores for providing endless cuddles.

Chantal Lacasse

Unlicensed Administrative Assistant | Group Benefits

Chantal brings 16 years of experience in the liquor industry, where she excelled in dispatch, logistics, and training. Now embracing a new challenge in the financial services industry, she leverages her exceptional organizational skills, keen attention to detail, and passion for supporting team success.

As an endurance athlete and world traveler, Chantal has tested her limits in extraordinary places such as Everest, the Grand Canyon, and the Liwa Desert. These adventures have shaped her resilience, adaptability, and drive to thrive in dynamic environments.

Chantal is also deeply committed to her community, dedicating decades to volunteering at the Edmonton Folk Festival and Blues Festival, as well as supporting organizations like the Alzheimer’s Association, Food Bank, and Hope Mission. Her dedication to giving back and fostering meaningful connections underscores her collaborative spirit.

Outside of work, Chantal treasures time spent with her family, friends, and their beloved dog. She enjoys music, good food, and cherishing moments with loved ones. With her diverse background and dedication to service, she is excited to bring her skills and energy to the financial services field.