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E.E.S. Profile

 
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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 backgrounds.

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.

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