Individual
Services
Complete and comprehensive financial and retirement planning, estate settlement, and much more!
As Canada’s oldest “fee-only” financial planners, with over 50 years experience, E.E.S. has empowered individuals and businesses with personalized financial planning services. Get the most relevant and current information to confidently plan and manage your financial future.
Empower yourself financially with E.E.S. We provide the right tools, expertise, and personalized guidance you need to reach your financial goals.
Complete and comprehensive financial and retirement planning, estate settlement, and much more!
Seminars, pre-retirement, and downsizing counseling, lunch and learn seminars.
Feeling overwhelmed by your finances? Don’t sweat it! At E.E.S., our experienced financial experts can help you navigate everything, including cash flow, debt management, planning for retirement, and other major life changes. We offer comprehensive insights on topics like investing, estate planning, taxes, and even cross-border financial situations.
Our team of Certified Financial Planners (CFPs) boasts decades of experience, and we collaborate with lawyers, accountants, Financial Divorce Specialists (FDS), and other professionals to ensure you get a holistic view of your financial health.
We put your needs first, not our pockets. Unlike some financial advisors, we don’t sell any products and have zero ties to companies selling them. We’re more like financial coaches, guiding you through concepts and ideas with complete objectivity. It means you can confidently share anything about your finances without feeling pressured to buy something you don’t need.
This honest and transparent approach has been key to our success. We’ve built trust with our clients by creating personalized plans that adapt to your changing life and goals.
Feeling lost in a sea of financial terms and confusing advice? We get it! We’re not here to throw financial jargon at you. We’re educators and communicators who break things down simply so you can understand your options and make informed decisions.
Experienced Financial Professionals
Personalized Plans
More Clarity
Let’s chat! Schedule a free consultation today and see how we can help you take control of your finances.
50 years strong and still innovating! E.E.S. has been guiding individuals and businesses toward financial success. We’re constantly pushing the boundaries, developing cutting-edge solutions to meet your evolving needs. So, what’s your financial story? E.E.S. is here to help!