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brown bar Do you have money, or does money have you?

We add meaning to financial flow to help you live with purpose.

 

 

Canadian Financial Advisors

At Eastport, people come to us for investments, insurance, retirement, and estate planning.

Since 2000
Our clients stay for the purpose and life we help them unlock – with the expertise of heavy-hitters plus the fine attention of a boutique. But it’s about more than stewarding your wealth.
The numbers are the easy part. We expect more of money, beyond the red and the black. We are endlessly curious about life’s interplay of friction and forward motion. This is the space in which we work.
With the right people alongside you, you don’t just get better answers. You get better questions.

We are Eastport. This is where we begin.

Our Financial Services

Grow – Investments

GROW

Investments

Build capital across generations. Your holistic, balanced portfolio is unique – with no big-bank attachments – and designed for your best return.

Explore

Protect – Insurance

PROTECT

Insurance

Structure your wealth for lasting impact. Custom proceed streams for funding, gifting, or savings ensure your assets and lifestyle no matter what.

Explore

Save – Retirement

SAVE

Retirement

Energize your time and relationships with well-planned income. It's not only an end to the daily work. It’s a strategy for peak fulfilment and vitality.

Explore

Adapt - Life Events icon

ADAPT

Life Events

Through life’s big moments — as family grows and shifts, in illness or loss, or to stage new opportunities — responsive wealth is best for outflow and sharing.

Explore

The Keel Magazine

Get in touch

Money is the flow of life. How does the moment you’re in — your challenges or your opportunities — confront you? How might it extend your life’s purpose, if you rise to it? What do you want for the rest of your life, and how could this moment embody that? As your guides, these questions are where we begin. Welcome to Eastport. Let’s have a conversation to get started.
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