• Ees Timeline Montreal
    1968: The birth of E.E.S.

    Seeing a need for personalized and effective settlement of smaller estates, John Gibson established E.E.S. in Montreal under the name Executive Estate Services Ltd.

  • Ees Timeline Founder
    1968: The Founder of Fee-Only Financial Planning

    While settling estates, it became clear to Gibson that intelligent and successful individuals did not always handle their financial affairs to their most profitable advantage. With that, a new avenue of client service was opened to the fledgling company – personal financial planning. In providing objective, experienced, 'fee only' financial planning, analysis, counsel and advice to executives in 1968, Gibson became the pioneer of truly objective financial planning in Canada.

  • Ees Timeline Toronto
    1979: New Beginnings

    With the emergence of Toronto as the business and financial capital of the country, Gibson relocated his corporate headquarters to Toronto. In keeping with the company's steady growth as financial planning specialists, offices were maintained in Montreal.

  • Ees Logo Timeline
    1993:  Abbreviated Name, Increased Focus on Financial Planning

    To more closely reflect the growing financial planning practice of the company, the Executive Estates Services part of the company's official name was de-emphasized in favour of E.E.S. Financial Services Ltd. in 1993.

  • Ees Timeline Markham
    2000: A New Home in The Digital World

    With computers dramatically impacting how traditional in-person business might be conducted, the company relocated its headquarters to Markham, Ontario, a growing suburb of Toronto. The new, three-building head office, nestled in a four-and-a-half acre campus-like setting, is ideally poised for continued growth and expansion as they enter the new millennium.

  • Ees Timeline 2018
    2018: E.E.S. Celebrates 50 Years

    E.E.S. Financial Services Ltd. is proud to be embarking on their 50th anniversary, pioneering the past, and shaping the future. Since 1968, they've been serving clients with unbiased, objective advice as Canada's oldest fee-only financial planners.

For over 20 years Terry has been my personal CFO providing consistently strong advice and support on various matters, through good times and bad, and guided me to today’s strong financial position providing peace of mind, choices and security.

Marion MacKenzie

President, GCI Canada

Nestlé in Canada has enjoyed a long-standing relationship with E.E.S. Financial Services Ltd. where Terry Gibson and his team have provided holistic, independent financial counselling, including estate planning, for senior employees in the company. E.E.S. provides high standards of excellence in financial counselling tailored to the needs of the individual which is highly trusted, valued and appreciated.

Shelley Martin

President & CEO, Nestlé Canada

When John Gibson, founder of E.E.S., moved his business from Montreal to Toronto, I became a personal client of his in 1980.  I was at this time the President of Ortho Pharmaceutical (Canada, Ltd.) – a Johnson and Johnson Company.  I have remained a client of E.E.S. to this day, which includes having increased responsibilities within J&J and my retirement from the corporation in 1995.  I was so satisfied with the services I received that I opened the door to have access to E.E.S. for my Board of Directors.  E.E.S. supplied financial planning and advice services for many of my staff. 

Scott Gibson eventually took over my account and continues to guide me  -- profitably, I should add – in areas of tax planning and investment opportunities.  The support staff at E.E.S. are equal to meeting the high standard of performance I have come to expect from this company.  If I have one regret, it’s that I did not start with E.E.S. earlier than 1980!

Percy Skuy

E.E.S. Financial Services helped our family redefine our financial goals with a realistic balance between investing for our future and enjoying a nice lifestyle. E.E.S. Financial provides a truly proactive 360 approach to planning and wealth management including tax advice, investment advice, estate planning and most importantly education planning for our children.  I would not enjoy the lifestyle I have today nor be confident in my financial future if it had not been for becoming a client of E.E.S. Financial.

Krista Scaldwell

Vice President, Corporate Communications & Public Affairs, Great West Life Canada

Our family has been using the services of E.E.S. for over 20 years.  Over that time we have benefited from your tax, real estate and financial planning services.  We were fortunate to participate in two real estate ventures and both were winners!

As we look toward retirement, your planning services and supporting work have left us confident that we are well prepared for this next phase of our lives.

Jill & Stephen

Giving Back

Each year, the staff at E.E.S. give back to the community by purchasing Christmas gifts for a less fortunate family through our local church.

E.E.S. Holiday Drive

At E.E.S., we pride ourselves on giving back to the community through a number of charitable initiatives. Each year, the staff of E.E.S. shows their support of the holiday season by buying gifts for a less fortunate family through our local church.

Ees Givingback Hospital

E.E.S. & The Markham Stouffville Hospital

Hospitals aren’t normally places for parties, but when John and Diane Gibson contributed their donation to Markham Stouffville Hospital, there were a million reasons to celebrate. In 2008, E.E.S. donated 1 million dollars to the hospital in support of the facility’s expansion and redevelopment.

Ees Giving Back Scaw

Sleeping Children Around The World

E.E.S. has been a regular donor and proud participant of the Sleeping Children Around The World program, who have transformed the lives of over 1.5 million children in developing countries by providing a good night’s sleep.

In 2014, the Gibson's initiated a project to build deep water wells in Kenya. E.E.S. whole heartedly supported this project and helped build two deep water wells for two villages in Kenya.

African Deep Water Wells

In 2014 John and Diane Gibson drilled two deep water wells for two small villages in Kenya.

Satisfied Clients

E.E.S. has been successfully working with clients and corporations for over 50 years. We have been leaders in the industry, constantly developing innovative ways to address the needs of our clients. How can E.E.S. help you?