Canadian Financial Advisors

by Robert and Stephanie Strang / Doctor in NS, Client

When Stephanie and I first met with Jonathan we were concerned about our long term financial planning with retirement appearing on the horizon and the ongoing need to support a child with special needs. He was confident that the firm we were with that marketed themselves at the planning firm of choice for medical professionals could be bettered so far as our client experience and helping us achieve our personal goals. Since we engaged with Jonathan and the EFG team we feel that we are back on the correct path and have clear measurable milestones that we need to achieve to make a financially secure retirement a reality. It also helped tremendously that Jonathan shares in our faith in God and a desire to be good stewards with what we have been entrusted with.

by Leigh Anne Dingwall / VP at Maplewave, Client

Our company was entering a renewal negotiation and we wanted to ensure that our renewal was fair and up to industry standard. We sought out the expertise of Andrew Parrott, Eastport Financial Group and Jeff Gillespie, Mathica Benefits Consulting. Andrew and Jeff shared their tremendous knowledge and demonstrated great attention to detail throughout the entire process. Maplewave is a growing company and we employ a diverse group, with different needs. It was important to us that we reviewed and negotiated our benefits plan to provide the best for all of our people. Jeff and Andrew actively listened and understood our values and were able to provide us with a great experience. They were instrumental in helping us align our plan with Maplewave’s culture, as a part of our overall compensation strategy. The outcome was positive, and our team is pleased with the quality and flexibility that our new plan provides today. Thank you Andrew and Jeff for really making this process seamless with an excellent outcome.

by Jennifer Gillivan, CEO / IWK Foundation, Client

My husband Joe and I have worked with Jonathan and the team at EFG now for several years and all I can say is they go beyond simply managing our investment needs. They are engaged and celebrate our successes with us. They are clear on our values, and our purpose and in tune with our WHY as a couple. Jonathan wants to see us achieve our goals and takes personal pride in each mile marker as our family moves ahead in life financially and in every other part of our lives.

by Peter & Mayssoune Lawen, VP Property Management / Paramount, Client

I have know Jonathan for almost 20 years both professionally as one of his clients and personally as a friend. He is compassionate and genuine in his desire to help others succeed. I have always felt that Jonathan is routing for my family to not just succeed in business but in life. I would encourage anyone to take time to have a coffee with Jonathan or a member of his team at Eastport Financial Group and share your goals for your family with them.

by Jim MacGowan, Partner / Deloitte, Client

I have had the pleasure of working with Jonathan on a number of times. I have been impressed with his attitude and sincere efforts in finding the right solution for his client. I highly recommend him as a strong insurance advisor to high net worth clientele.

by Andrew & Nadia Middleton / Owners at Shift, Client

We have worked with Andrew Parrott and Eastport Financial Group since our business was in its infancy. Since that time, our business has experienced significant growth. Andrew, Cy, and the Eastport team have been there every step of the way as our planning has taken on more complexity. They are a key member of our planning team, along with our accounting and legal relationships.

by Bill McBurney / Owner at McBurney Pool & Spa, Client

The planning that Eastport’s team of experts brings to the table is unbeatable! From tax and corporate planning for my business, to our personal estate and retirement plans; Carolyn and I are always happy with their quick, courteous and well-informed responses. Their advice is always concise, to the point and easy to understand. The difference between working with a big institution and working with Eastport, is evident from the first time you meet with them. From client appreciation events to their individually tailored approach...​you always feel like family.

by Dr. Paul Newton / Doctor in NS, Client

I have worked with Jonathan and his team at Eastport Financial for over 10 years now. When I first engaged with Jonathan and the EFG team I was disenfranchised with the industry and didn't feel as though my goals and objectives could ever be reached. As a Doctor working in NS I knew my retirement depended on what I put away and time was ticking. Jonathan and Cy wrapped their arms around my planning and took ownership in it. Their "Go anywhere" mandate to help me achieve my objectives turned the tide. After many years of very poor growth I have seen amazing and consistent returns on my investments. Their regular meetings to review and tweak my portfolio have made me feel much more confident as I get closer to retirement. Professional and yet very personable is how I would describe what it is like to be apart of the Eastport family of clients.