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.
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.
Our senior consultants hold the Certified Financial Planner (CFP) designation and have financial planning experience ranging from 10 to 40+ years. We have many other professional disciplines in-house such as legal, accounting, Financial Divorce Specialist (FDS) and diplomas under the Quebec Government regulated Institut Quebecois de Planification Financiere (IQPF).
As fee-only planners, we do not sell any financial products nor do we have any financial affiliations with organizations that sell financial products. We are strictly educators and communicators of financial concepts and ideas. This provides our clients with the confidence that our advice is 100% objective and focused on their personal requirements. As a result, our clients are comfortable disclosing all of their financial information, including their long term expectations and aspirations, in a non-threatening environment. Our experience in this industry has allowed us to design customized programs to meet individuals' changing needs.
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.
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.
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.
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.
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.
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.
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.
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!
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.
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.
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.
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.
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 John and Diane Gibson drilled two deep water wells for two small villages in Kenya.
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?
