About Me

Your Partner in Financial Security

I am Luis Ernesto Escalante, a licensed Financial Broker and Tax Professional committed to my clients' wealth growth.

With over a decade of experience in the financial and tax sector, I have helped hundreds of families and businesses maximize their resources and optimize their tax burden.

My comprehensive approach combines smart investment strategies with efficient tax planning, allowing each client to make the most of available tools: TFSA, RRSP, FHSA, RESP, insurance, and tax optimization.

"I firmly believe that financial freedom is built with informed decisions and personalized strategies."

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Ernesto Escalante shield logo
10+
Years Exp.
500+
Satisfied Clients
10+
Years Experience
$100M+
Assets Administrated
98%
Retention Rate
Financial Services

How Can I Help You?

Comprehensive solutions with Segregated Funds designed to protect your wealth.

TFSA - Segregated Funds

Tax-Free Savings Account with Segregated Funds from insurance companies.

  • Capital protection (75-100%)
  • Probate bypass
  • Tax-free growth

RRSP - Segregated Funds

Registered Retirement Savings Plan with Segregated Funds.

  • Immediate tax deduction
  • Creditor protection
  • Direct transfer without probate

RESP - Education

Registered Education Savings Plan with Segregated Funds.

  • CESG: 20% government grant
  • Up to $7,200 in grants
  • Tax-deferred growth

RDSP - Disability

Registered Disability Savings Plan for persons with disabilities.

  • Up to $70,000 in grants/bonds
  • No contribution limit
  • Asset protection

Insurance

As a Licensed Insurance Broker, I connect your money with the best companies.

  • Industrial Alliance
  • RBC, TD, Manulife, Sun Life
Tax Services

Taxes Done Right

Tax filing, planning and optimization for individuals and businesses.

TAX Specialist

Tax Professional for individuals and businesses.

  • Personal & Corporate Income Tax
  • Self-Employed / Self-Professional
  • Tax Planning & Optimization
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Podcast

Listen to the Podcast

Conversations about money, taxes and building wealth in Canada.

Episode 1

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Episode 2

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Episode 3

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Benefits

Why Choose Me?

My commitment is to provide you with exceptional service and tangible results.

Licensed Broker & Tax Pro

Dual expertise: financial and tax advisory in one place. Active licenses backing every recommendation.

Segregated Funds

Most open bank TFSAs without protection. I connect your money with Segregated Funds: capital protection (75-100%).

Multiple Companies

Industrial Alliance, RBC, TD, Manulife, Sun Life. I compare and select the best options for you.

Real Growth

Let's grow your resources seriously. Proven strategies combining smart investment.

Legal Protection

Segregated Funds offer legal protection against creditors. Your wealth protected from unforeseen events.

Direct Transfer

No probate, no delays. Your money goes directly to who you choose, privately and outside probate.

Financial Insights

Latest Reels & Tips

Follow me on Instagram for daily financial advice, tax tips, and investment strategies.

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Ready to Grow Your Resources?

Schedule a free consultation and discover how Segregated Funds can transform your financial future.

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Contact

Let's Talk!

I'm here to help you make the best decisions for your financial future. Schedule a consultation at no cost.

Phone / WhatsApp
+1 (604) 442-7084
Email
ceo@eefinancialservices.com
Office Location
3999 Henning Dr
Burnaby, BC V5C 6P9
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