E.E.S. has been successfully working with clients and corporations for
over 40 years. We have been leaders in the industry, constantly
developing innovative ways to address the needs of our clients. Our
consultants are generalists and 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, life-style
planning, RRSP management as well as income tax planning and
preparation, including cross border as applicable.
Our senior consultants hold Certified FInancial Planner (CFP) and Registered Financial Planner (R.F.P.) designations and have
financial planning experience ranging from 10 to 40+ years. We have
many other professional disciplines in-house such as legal, accounting, accredited Professional Retirement Planner
(PRP), Financial Divorce Specialist (FDS) and diplomas under Quebec Government regulated Institut Quebecois de Planification Financiere. Over the years we have developed a network of associates
across the country, with individuals joining us from various financial
As a fee only service 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 well being.
As a result, our clients are comfortable disclosing all of their
financial information, including their expectations and aspirations, in
a non-threatening environment. Our experience in this industry has
allowed us to design programs to meet individual needs.