Founded in 1982, Excalibur Executive Planning, Inc. is an independent, fee-only financial advisory firm staffed by CERTIFIED FINANCIAL PLANNER™ professionals. The company provides comprehensive financial planning and wealth management services tailored to executives, professionals, business owners, and retirees. Their mission is to offer objective, unbiased financial advice to help clients achieve their financial goals, operating under a fiduciary standard which requires them to act in their clients' best interests.

Founded in

Canada