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Financial Planning for Professionals is designed to assist Doctors, Lawyers, Small Businesses and Entrepreneurs.

E.E.S. provides to professionals / business owners all the services of the Gold level service clients with further focus on the following:

It’s for doctors, lawyers, entrepreneurs, and busy professionals like you to plan for a bright financial future.

E.E.S. extends our ‘Gold’ Service to professionals and business owners, offering additional emphasis on:

  • Integrating small business planning with personal finances.
  • Assisting in determining optimal income/dividend levels.
  • Implementing income splitting strategies with spouse and children.
  • Keeping clients informed about new tax rules and changes.
  • Optimizing small business deductions.
  • Providing tailored insurance planning for business owners.
  • Offering specialized estate planning for business owners.
  • Assisting in setting up Individual Pension Plans.
  • Assisting in establishing Family Trusts.
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