EES Financial Services

Q: What is EES Financial Services's official website?

EES Financial Services's official website is www.ees-financial.com

Q: What is EES Financial Services's Revenue?

EES Financial Services's revenue is <$5 Million

Q: What is EES Financial Services's SIC code?

EES Financial Services's SIC: 62,628

Q: What is EES Financial Services's NAICS code?

EES Financial Services's NAICS: 52,523

Q: How many employees does EES Financial Services have?

EES Financial Services has 11-50 employees

Q: What industry does EES Financial Services belong to?

EES Financial Services is in the industry of: Finance , Securities Trading

Q: What is EES Financial Services competition?

EES Financial Services top competitors include: Rankin Rice Wealth Management , Cardinal Point Wealth Management

Q: 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

Q: How do I contact EES Financial Services?

EES Financial Services contact info: Phone number: (866) 590-0001 Website: www.ees-financial.com

Q: 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

Finance · Canada · 11-50 Employees

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Overview

Headquarters

6090 Highway 7 E, Markham, Ontario, L3P ...

Phone Number

(866) 590-0001

Website

www.ees-financial.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

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

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SIC Code 62,628NAICS Code 52,523Show more

EES Financial Services Org Chart

Phone

Laurel Wade

Accounting Administrator

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Executive Assistant

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HR 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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Administrative Assistant

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Administrative Assistant

Phone

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Revenue

Number of Employees

Type

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Founded In

Top Executive

EES Financial Services

<$5M

11-50

Private

1979

Laurel WadeAccounting Administrator

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$5M

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Robert BardMontreal Operations President, Wealth Management

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Ashley AllenAdministrative Assistant

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EES Financial Services Tech Stack

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PHP

DigitalOcean Holdings

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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: Rankin Rice Wealth Management, Cardinal Point Wealth Management

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?

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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