White Paper

December 11, 2018 · Tax Planning

2018 Year-End Tax Review

As 2018 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.

Financial News

July 13, 2018 · Financial News

Bank of Canada Raises Overnight Rate

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

Financial News

June 12, 2018 · Financial News

The Changing Environment??

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

calculators

May 31, 2018 · Calculators

Amortizing Loan Calculator

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!

calculators

May 31, 2018 · Calculators

Buy vs Lease Calculator

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

calculators

May 31, 2018 · Calculators

Compare Investment Fees 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!

calculators

May 31, 2018 · Calculators

Education Savings Calculator

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

calculators

May 31, 2018 · Calculators

Investment Distribution Calculator

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

calculators

May 31, 2018 · Calculators

Maximum Mortgage Calculator

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

calculators

May 31, 2018 · Calculators

Rent vs Buy Calculator

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

calculators

May 31, 2018 · Calculators

RRIF Payment Calculator

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

calculators

May 31, 2018 · Calculators

Savings Goal Calculator

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

calculators

May 31, 2018 · Calculators

Tax Free Savings Account (TFSA) Comparison Calculator

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.

News

May 17, 2018 · Announcement

A MESSAGE FROM THE PRESIDENT

Exciting news regarding our 50th year in business.

Interesting Facts

May 2, 2018 · Tax Planning

Retention of Tax Material

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

Calculators

April 4, 2018 · Calculators

Personal Tax Calculator

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

Interesting Facts

March 29, 2018 · Financial News

A little bit of history!

Did you know!!

News

March 22, 2018 · Tax Planning

CRA Interest Rates

CRA announces interest rates for the second calendar quarter

News

February 23, 2018 · Financial News

E.E.S Celebrates 50 Years!

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

PDF Download

February 23, 2018 · Tax Planning

E-File Consent Forms (Dependent Children Only)

E.E.S. clients' dependents can access and download the 2017 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. 

Article

February 22, 2018 · Financial Planning

The Financial Jigsaw Puzzle

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.

White Paper

February 21, 2018 · Tax Planning

2017-2018 RRSP Overview

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.