Important Scheduling Notice
Effective November 1, 2026, Alberta will remain on UTC−6 year-round. Due to the upcoming change, you may notice that some scheduling platforms, including Zoom and Microsoft Teams, may already display incorrect appointment times during this transition. Please double-check your meeting times and confirm with us if you notice any discrepancies

Income For Life

Download a free copy of our "Guaranteed Income For Life Report”

Disclaimer: We will not sell your information and that by entering your information we will then provide access to the report

*First Name
*Last Name
*Phone Number
*Email Address
*Verification
verify
Completely Automated Public Turing test to tell Computers and Humans Apart
* Denotes Required Fields This form REQUIRES MANUAL input. Do not use form fill or G fill.

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.

 

 

Privacy Policy | IA Privacy Policy
 

©2024 Excalibur Planning

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.
Version 5.3.1
Site Map | Login | Powered By: Techweavers Inc.