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At Eastport, our boutique approach embodies healthy, fully-realized money as flow for a healthy, fully-realized life. Our low ratio of clients to advisors gives you more focus, options, and time than you’ll get at one of the massive firms or banks.
Most of our new clients are referred to us by inspired current clients. There’s no greater affirmation we’re delivering on our promise than that.
You’re more than a number to us. We’re in it with you for the long haul as you pass your resources and values from one generation to the next, and your trust in us as we work on your behalf is paramount. As your guides, we’ll give you clarity and transparency, with your life’s vision as our north star.
Unlike banks, we can work with any financial institution to chart a course unique to you. As we work the financial levers in your favour, we’ll make it easy to manage risk, access or redirect your money, mitigate taxable events to retain as much as you can, and balance bold moves with discipline and prudence.
The concept of money in your life is about more than a portfolio. We grow by shifting our thinking on the trajectory of our business or family, but most people don’t know the questions they need to ask to take it on with agency. We listen, bringing those questions to the surface to find new frontiers together.
In the 80s and 90s, Wayne Lewis used the name Eastport for his construction, development and distribution businesses – all of which embodied the vision of a unified, cross-border Atlantic Region with shared values and opportunities.
Wayne Lewis died when his son Jonathan was just 16 years old. In a tribute to his father’s legacy, Jonathan took steps to hold on to the Eastport name, hoping to revive it one day.
During his college years he did just that, setting up Eastport Landscaping in 1997. By 2004 Jonathan was Manager of Financial Planning with a large firm, but became frustrated with the industry’s lack of integrity and flexibility. He and three of his best staff formed the Eastport Financial Group, building a truly limitless, creative, client-centred team from the ground up.
Today, we’ve grown from our original Halifax office to three more locations in Mahone Bay and Yarmouth, Nova Scotia, and in Toronto. Our staff are just as committed to our original mission as our founders were seventeen years ago: to help others extend their legacy as the Lewis family has.
