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KEEL MAGAZINE

At Eastport, we aim to be your keel, as on a boat – your point of balance, giving you directional stability. We help you get beyond thinking of money as the deep and unpredictable water you’re in. With our knowledge as your ballast, money can be the body that buoys you, propelling your good and purpose-rich life.

Keel Magazine

January Market Insights

Market & Economic Summary – January, 2021

Despite a resurgence of COVID-19 cases and renewed lockdowns in many regions, markets trended upward during the fourth quarter of 2020, boosted by growing clarity around the outcome of the U.S. presidential election and significant COVID-19 vaccine progress.

Income property owner

If you are an income property owner, you will want to be up to speed on the most recent updates to the Canadian Emergency Rent Subsidy (CERS).

Check out this great read from our partners at Belliveau Veinotte on how the CERS is open to property owners and not just tenants.

Retired couple

Retirement planning beyond the financial aspects

The idea that retirement is a continuous vacation is a myth. It takes planning to spend time with purpose. Make no mistake it is important to relax, travel while you can, and enjoy every day - but that shouldn't be a retirement thing, it should be an everyday state of mind. Too many folks think life starts at retirement but get there to find disappointment realizing that life is best lived with purpose, which takes effort.

October Market Insights

Market & Economic Summary – Third Quarter

Recovering from the pandemic-related downdraft of the first quarter, financial markets enjoyed a period of relative calm and optimism through of the summer of 2020. Equity prices in many markets continued to improve, with some sectors moving sharply higher as lockdown restrictions eased and economic activity gradually resumed...

Flexibility & Cost Efficiency

Flexibility & Cost Efficiency. That's what businesses are craving – The HSA.

What does everyone know about group health & dental plans? That's easy: The cost goes up every year, and selecting a specific plan design for the increasingly diverse needs of ​staff can be a challenge.

Jonathan Lewis featured in the Top 100 Magazine

Jonathan Lewis featured in the Top 100 Magazine

A man of many talents, Jonathan Lewis holds the titles of developer, multi-business owner, professional advisor, and author. However, it is the qualitative side of his life that he values most. As the husband of Sara Lewis and as the father of their two young daughters, Jonathan places his family above all else and works to assist other families who lack the resources they have. As the founder of Eastport Financial and as the author of Deep Water: How to Face Fatherlessness, Jonathan’s faith in God is at the center of who he is. He strives to live out his faith daily as a husband, father and leader in the business community.

 

July Market Insights

Market & Economic Summary – Second Quarter

While the first quarter of 2020 was dominated by anxiety surrounding the initial outbreak of COVID-19 and the ensuing lockdowns and capital market declines, the second quarter demonstrated a remarkable bounce back in those markets – even with a resurgence of the virus in the U.S. and renewed lockdown measures.

RESP

Let's talk college education and RESPs

The day arrives when you’re hopping into the car to head to the hospital because your family is about to be one or a few persons bigger; the baby(ies) are arriving. It is an amazing time in one’s life to be creating life and seeing your child(ren) grow and achieve. As parents we worry and fret about many things including saving for college...

About balance

It's all about balance

In the stormy sea of today's uncertainty, this article brings a fresh perspective on how to manage risk.

Small business limit

Preserving and protecting your business’s SBL (Small Business Limit)

Discussion Topic – Passive Income Rules in a small corporation in Canada. Strategy – Tax savings and integration for small business owners using life insurance. In the fall of 2017 and into the 2018 budget Canada Revenue Agency (CRA) enacted a tax policy which changed how Active Business Income is taxed in a corporation relative to the amount of Passive Income earned by the same corporation.

Financial Plans for Physicians

Specialized in Financial Plans for Physicians

Eastport Financial Group is a team based financial planning firm, specializing in creating customized tax efficient financial plans and income strategies for the physician community across Canada. We have been working with your peers for more than 20 years. We want to share with you some of the most efficient ways available for you to plan for today and the future - and the importance of building a quality advisory team, and what expectations you should have for those professionals.

Matthew Jenkinson

Eastport is excited to announce that despite the current difficult economic environment we are growing!

In our desire to continue to enhance our services to our clients MATT JENKINSON has joined our firm as the Chief Operating Officer.

Matt was born and raised in Somerset West, South Africa. He attended Brevard Community College and Southeastern University in Lakeland Florida as a college golf athlete and graduated with a BSc in Finance, magna cum laude. Matt is also a CFA Charterholder.

ovid-19 Stimulus for Local Business

Understanding and Taking Advantage of the RRRF – Covid-19 Stimulus for Local Business

Eastport Financial Group is a small local business just like many of our clients. Like our clients we live and are raising our families in Nova Scotia. We work in Nova Scotia, and we are "Nova Scotia Strong" just like you. We are open and working hard for our clients and the communities ​they live and work in.

Eastport Market and Economic Summary

Eastport Market and Economic Summary – Volume 8, Issue 2 – April 2020 by Cy Korun

Cy Korun discusses the current market and economic environment as we see it and provides some sound food for thought during these volatile times.

Stop! It might not be so bad.

Stop! It might not be so bad.

In the current state of affairs with vast amounts of content for the media to egregiously hype up it is sobering to take a step back, breathe, and find some facts and rational thinking which specifically in the below article are pertinent to business and economics.

Understanding bear markets

Understanding bear markets

We wanted to share this article published by Eventide Investments on understanding the difference between both bull and bear markets. It is important during this Covid-19 pandemic to understand and keep on top of the current and projected future market trends.

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