Meet Our Team
The team behind your financial future
At Eastport, our boutique approach means a low ratio of clients to advisors — giving you more focus, options, and time than you'll get anywhere else.
Advisory & Planning
Operations & Client Experience
Coaching
Advisory & Planning
Jonathan Lewis
Strategic and Philanthropic Planning for Business Owners
Partner & President; Financial Security Advisor
Matthew Jenkinson
Wealth Management
Chief Investment Officer
Andrew Blanchard
Strategic Wealth Planning, For those in the Medical Field
Partner; Financial Security Advisor
Andrew Parrott
Strategic Wealth Planning, For Business Owners
Partner; Financial Security Advisor
Lori Burgess
Wholistic Planning, Head of Operations
Managing Partner; Senior Wealth Advisor, Chief Operating Officer
Nicholas Down
Wholistic Planning
Financial Security Advisor
Cy Korun
Wealth Management
Senior Advisor, Wealth Management Specialist
Affiliate Partners
Ed Shaffer
Wealth Management at Eastport Financial USA LLC
Managing Partner, Senior Wealth Advisor
Scott Studley
Group Retirement
Pension & Group RRSP Lead
Scott Sadler
Tax & Estate Integration
Senior Insurance Actuary
Jeff Gillespie
Group Benefits
Benefits Consulting
James Ward
Tax & Estate Integration
Tax Integration Specialist
Sarah Jarjour
Insurance Advisor and Group Benefits Specialist
Activate Insurance
Moufid (MJ) Jarjour
Portfolio Manager and Wealth Advisor
Activate Wealth
Operations & Client Experience
Lori Burgess
Chief Operating Officer
Lisa King
Head of Human Resources and Executive Assistant
Graham McGuire
Chief Financial Officer
Jordan Allen
Vice President of Marketing
Lynda MacDonald
Financial Controller
Lori Riley
Insurance Specialist & Case Coordinator
Stephanie Jenkins
Wealth Administrative Associate
Calee Blanchard
Manager of Client Experience & Special Projects for Andrew Blanchard
Marylou Sousa
Executive Assistant for Andrew Blanchard
Allison Hiott
Executive Assistant for Jonathan Lewis
Martina Kroslin
Executive Assistant for Andrew Parrott
Blessing Aboh
Administrative Assistant
Sara Lewis
Operations Facilitator
Business & Leadership Coaching
Join our team
We're always looking for exceptional people who share our commitment to integrity, creativity, and client-first thinking.
Contact Us