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Other Areas of Involvement

In addition to personal financial planning for individuals, E.E.S. Financial Services Ltd. offers a number of related services.

These include:


Early Retirement Incentive Programs
This program is designed to provide education and guidance to employees not only to help them choose among their options, but also, to help them manage their affairs .....

Termination and Downsizing Counselling
Corporate workforce reductions are very difficult for a corporation to manage effectively. Employees are faced with uncertain futures and are forced to make .....

Special Company Benefits
When companies introduce new benefit packages or make changes to their existing plans, they have a responsibility to communicate these changes to their .....

Resource to the Corporate Compensation Committee
It is often difficult to determine how and where to best utilize compensation/benefit dollars. Using data collected from a pool of employees, H.R. personnel can .....

Employee Profit Sharing Plans
Employee profit sharing plans are a very flexible employee benefit tool utilized by many employers to pay annual bonuses. Under current income tax .....

Inter-Generational Financial and Tax Planning
Most individuals spend their lives accumulating capital. As the capital grows, it is important to understand how taxes will affect the passing of the wealth to the .....

International Tax Planning
Dealing with the needs of U.S. citizens and Canadian expatriates entering and leaving Canada.

Extra Economic Savings
This is a unique proprietary program designed to generate significant cost savings to our clients at the Senior and Basic levels of service. Product sales providers .....


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