EES Financial Services

Finance · Canada · 11-50 Employees

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Overview

Headquarters

6090 Hwy 7 E, Markham, Ontario, L3P 3B1,...

Phone Number

(866) 590-0001

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
3
2
1
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1

About EES Financial Services

E.E.S. Financial Services Ltd. is Canada's oldest fee-only financial planning firm, offering over 50 years of experience in personalized financial planning services for individuals and businesses. They provide objective advice and comprehensive solutions, including financial and retirement planning, tax planning, and estate settlement. Their team of Certified Financial Planners (CFPs) collaborates with various professionals to ensure a holistic approach to financial health. E.E.S. is dedicated to empowering clients with the tools and guidance needed to achieve their financial goals without any pressure to purchase products.Explore more
EES Financial Services's Social MediaPopular SearchesEes Financial Services LtdEE S Financial Services LtdEes Financial ServicesEes Financial Services IncEES FinancialSIC Code 62,628NAICS Code 52,523Show more

EES Financial Services Org Chart

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Administrative Assistant To Chief Executive O...

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Accounting Administrator

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Executive Assistant

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HR Assistant

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RK
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Financial Planning Assistant

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Administrative Assistant

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Administrative Assistant

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Personal Financial Planning Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

EES Financial Services

<$5M
11-50
Private
-
1979
AC
Amanda CarrollAdministrative Assistant To CEO
$5M
11-50
Private
<$5M
2009
Robert Bard, Montreal Operations President, Wealth Management at Cardinal Point Wealth Management
Robert BardMontreal Operations President, Wealth Management
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
2019
MW
Michael WolfSenior VP, Operations
<$5M
1-10
Private
-
-
DL
David LoweFinancial Associate & Planner
<$5M
1-10
Private
-
-
TZ
Taylor ZimmermanFinancial Planner
<$5M
1-10
Private
-
1992
BR
Bailey RyanOffice Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

EES Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

EES Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about EES Financial Services.

EES Financial Services Tech Stack

A closer look at the technologies used by EES Financial Services

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Frequently Asked Questions Regarding EES Financial Services

What is EES Financial Services's official website?
EES Financial Services's official website is www.ees-financial.com
What is EES Financial Services's Revenue?
EES Financial Services's revenue is <$5 Million
What is EES Financial Services's SIC code?
EES Financial Services's SIC: 62,628
What is EES Financial Services's NAICS code?
EES Financial Services's NAICS: 52,523
How many employees does EES Financial Services have?
EES Financial Services has 11-50 employees
What industry does EES Financial Services belong to?
EES Financial Services is in the industry of: Finance, Securities Trading
What is EES Financial Services competition?
EES Financial Services top competitors include: Bespoke Financial Consulting, Investment Planning Counsel, Rankin Rice Wealth Management, Graham Ron & Associates
What technology does EES Financial Services use?
Some of the popular technologies that EES Financial Services uses are: WordPress.org, PHP, Google Font API, DigitalOcean
How do I contact EES Financial Services?
EES Financial Services contact info: Phone number: (866) 590-0001 Website: www.ees-financial.com
What does EES Financial Services do?

E.E.S. Financial Services Ltd. is Canada's oldest fee-only financial planning firm, offering over 50 years of experience in personalized financial planning services for individuals and businesses. They provide objective advice and comprehensive solutions, including financial and retirement planning, tax planning, and estate settlement. Their team o... f Certified Financial Planners (CFPs) collaborates with various professionals to ensure a holistic approach to financial health. E.E.S. is dedicated to empowering clients with the tools and guidance needed to achieve their financial goals without any pressure to purchase products.Read More

What are EES Financial Services social media links?
EES Financial Services Linkedin page EES Financial Services Facebook page
Is EES Financial Services a public company?
EES Financial Services is private company therefore does not currently have an official ticker symbol
See more information about EES Financial Services

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