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.


May 17, 2018 · Announcement


Exciting news regarding our 50th year in business.


May 14, 2018 · Calculators


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Interesting Facts

March 29, 2018 · Financial News

A little bit of history!

Did you know!!


March 22, 2018 · Tax Planning

CRA Interest Rates

CRA announces interest rates for the second calendar quarter


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. 


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.