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

  • Integrating small business planning with personal finances
  • Assist in determining optimal levels of income/ dividends to be paid
  • Income splitting with spouse and children
  • Communication of new tax rules and changes
  • Optimization of the small business deduction
  • Insurance planning for business owner
  • Estate planning for a business owner
  • Assist in setting up Individual Pension Plans
  • Assist in setting up Family Trusts