Client Gratitude
Andrew & Nadia Middleton
OWNERS / SHIFT
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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.
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Bill McBurney
OWNER / MCBURNEY POOL & SPA
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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.
you always feel like family.
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Peter & Mayssoune Lawen
VP PROPERTY MANAGEMENT / PARAMOUNT
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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.
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Jennifer Gillivan
CEO / IWK FOUNDATION
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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.
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Robert & Stephanie Strang
Chief Medical Officer of Health / Province of Nova Scotia
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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.
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Dr. Paul Newton
DR / NOVA SCOTIA
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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.
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Leigh Anne Dingwall
V.P. / MAPLEWAVE
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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. We are passionate about our culture at Maplewave, and everything that impacts it. We value quality, flexibility and care – and we are happy to say that our plan incorporates all those values that are key to our success. Thank you Andrew and Jeff for really making this process seamless with an excellent outcome
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Pam Cooley
COLLABORATION LEADER / CHOOSEETHICAL VENTURES INC.
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Jonathan believed in me from the beginning - and was with me as I managed the negotiation of the sale of my small business. He just doesn't advise on my wealth plan - but I would call him a friend and this grew from his genuine caring of integrating my personal, business and financial lives together - very unique approach and one that I and my family have benefitting from. He is respectful of whatever level you want to be involved - so if you want a truly caring person and company to look after your money, then pick Jonathan. Thank you Jonathan!
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Wayne Crawley
START UP INVESTOR / VENOR / 7TH WAVE
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Greatly appreciate all Jonathan does, his professionalism, integrity, expertise and the genuine care for all he helps.
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Joey Adler
FOUNDER / DEPT. OF GOOD
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There are financial advisors, there are people who become your friend and hold your hand through financial advising and become more, then there are those who become an intricate member of your inner circle. The inner circle that is with you in good times,and even more invested in bad times. We may all think financial advisors are about planning and selling services, if that is all yours is doing well probably like me you will wonder why it took you so long to switch to Jonathan. He is one of a kind in so many ways. Truly a special human being with integrity, honesty and genuine love for everyone around him.
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Jim MacGowan
PARTNER / DELOITTE
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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.
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Valda Walsh
ENVIRONMENTAL ANALYST / REGION 6 WASTE MANAGEMENT
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Jonathan continues to have direct and personal interest in my family’s well-being. We are on a focused and clear path to being contributing members to our community and civil duty, in general.A true leader who knows his clients and empowers them to do more than they ever thought possible.
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Eastport Services
Planning for tomorrow while making the most of today is something Eastport uses as a key driver in everything we do. We want the best possible financial outcome for our clients, their businesses and their families. With a wide range of background and disciplines we have the ability to work beside any person or industry at any level of planning.
Business Succession Planning
Wealth Management
Estate Planning & Philanthropy
Retirement Planning
Employee Benefits and Compensation
Financing & Banking Assistance
Our Numbers
At Eastport we're proud of the impact we're making not only in the financial sector, but in our community.
Helping the local economy manage and plan their financial future is truly an honour.
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Helping the local economy manage and plan their financial future is truly an honour.
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OVER ONE HUNDRED MILLION DOLLAR$
IN DIRECT COMMUNITY IMPACT
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