E.E.S. clients' dependants can access and download the 2022 e-file consent forms in order to begin filing their personal taxes. Individuals must provide E.E.S. with a copy of this form and confirm that the information is accurate.

Our RRSP white paper contains a general overview of RRSP investments, including contribution limits, Canadian residents working in the U.S, and withdrawing RRSP funds.

Use our Personal Income Tax Calculator to calculate you net take-home pay after deductions.

The Underused Housing Tax (UHT) is an annual 1% tax on the ownership

of vacant or underused housing.

As 2022 draws to a close, it is important to think about your overall financial situation to ensure you have considered year-end tax issues and strategies.

CRA's 4th Quarter Prescribed Interest Rate.

CRA announces spousal loan interest rate as of July 1st, 2022.

Ottawa is extending the repayment deadline for interest-free loans taken from the Canada Emergency Business Account (CEBA)

Federal government extends work from home expense deduction into 2022

Court probate application streamlined for small Estates.

Changes to Ontario’s Estate Laws - Schedule 9 of Bill 245

CRA announces spousal loan interest rate as of July 1st, 2020.

CRA announces interest rates for the third calendar quarter

Did you get a suspicious email, phone call, letter, or text message from someone claiming to be the CRA.

CRA announces interest rates for the first calendar quarter

CRA announces interest rates for the fourth calendar quarter

Adopting Title Protection for Financial Planners and Financial Advisors

Tax relief for families when they need it most

The Bank of Canada increased its target for the overnight rate to 1 ½ per cent.

Although digital advice will play a greater role, financial planners will need to promote the value of professional, holistic advice.

Enter your desired payment and its frequency- and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your loan payment!

Should you lease your next automobile or finance it? Find out with this calculator!

Even a small difference in the fees you pay on your investments can add up over time. Use this calculator to see how different fees impact your investment strategy!

Use this calculator to help develop or fine-tune your education savings plan.

This calculator helps you determine either how long or how much periodic distributions can be taken out of an investment before it runs out.

Use this calculator to determine your maximum mortgage and how different interest rates affect how much you can borrow.

Are you better off buying your home, or should you continue to rent?

This calculator is designed to help you calculate different payment options from your Registered Retirement Income Fund (RRIF).

What will it take to reach your savings goal? This financial calculator helps you find out.

This calculator is designed to help compare a Tax Free Savings Account (TFSA) to a Registered Retirement Account (RRSP) and an ordinary taxable savings account.

Now that Tax time is over, you are probably asking….How long should you keep your income tax records?

Did you know!!

CRA announces interest rates for the second calendar quarter

At E.E.S., we pride ourselves on providing objective, unbiased personal financial planning advice as Canada's oldest fee-only financial planners.

With a myriad of factors that collectively determine the path we take in determining our financial future, navigating this terrain can often feel like finding the right pieces of a puzzle in order to form the complete picture that represents the goals you would like to achieve.