At E.E.S., we pride ourselves on providing objective, unbiased personal financial planning advice as Canada's oldest fee-only financial planners. We offer a wide range of services, tools, and expertise to assist individuals when planning and managing their personal finances. The Gold Level service provides complete and comprehensive financial planning on an ongoing and pro-active basis.
Our Bronze Level service is meant to provide everyone with a financial roadmap to reach their financial goals. Everyone needs independent, objective personalized advice to help them take control of their financial future. E.E.S. has been successfully working with clients and corporations for over 50 years.
Our Bronze Level service is meant to provide everyone with a financial roadmap to reach their financial goals. Everyone needs independent, objective personalized advice to help them take control of their financial future. E.E.S. has been successfully working with clients and corporations for over 50 years.
Services
E.E.S. has provided financial planning services for over 50 years to empower you and your family with the most relevant and current information when planning and managing your personal finances.
At E.E.S, our consultants can address concerns in all areas of financial planning, including: cash flow and debt management, investment principles, types of investment products, asset allocation, career transition, estate and will planning, retirement planning, lifestyle planning, RRSP management as well as income tax planning and preparation, including cross-border planning as applicable.
At E.E.S, our consultants can address concerns in all areas of financial planning, including: cash flow and debt management, investment principles, types of investment products, asset allocation, career transition, estate and will planning, retirement planning, lifestyle planning, RRSP management as well as income tax planning and preparation, including cross-border planning as applicable.
Access the E.E.S. resource page to stay up-to-date with the latest financial information and news, financial calculators, white papers, articles, and case studies from our financial experts. E.E.S. clients' dependants can access and download the 2020 e-file consent forms in order to begin filing their personal taxes.
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