ABOUT
History
Eastport is a family legacy. In the 80s and 90s, the name was held by Wayne Lewis, and used for his construction, development and distribution businesses. Wayne Lewis believed in a unified Atlantic Region, regardless which side of the US-Canada border you were on, and helped businesses trade across the Eastern provinces and States.
After the death of his father, Jonathan Lewis, at just 16 years-old, paid to maintain the family business name, hoping to revive it one day. He had a vision of carrying on the legacy his father had built.
During his college years, he did just that, setting up Eastport Landscaping in 1997. By 2004, Jonathan was working as a Manager of financial planning with a large firm. He was frustrated with what he saw as a lack of integrity and flexibility in the industry.
Along with three of his best staff who were also tired of working for the company, not the client, he formed the Eastport Financial Group we know today. Their vision was to “go anywhere” for their clients, not limited by one organization, and to build a team with creativity and drive from the ground up.
Today, we’ve grown from that original office in Halifax to four main locations: our main offices in Mahone Bay and Halifax as well as offices in Yarmouth and Toronto. Our staff of 12 are just as committed to our original mission of creating meaningful relationships built on mutual trust to deliver long-term expert financial planning as we were 17 years ago. We’re here to help you build and maintain your legacy, just as the Lewis family has built theirs.
After the death of his father, Jonathan Lewis, at just 16 years-old, paid to maintain the family business name, hoping to revive it one day. He had a vision of carrying on the legacy his father had built.
During his college years, he did just that, setting up Eastport Landscaping in 1997. By 2004, Jonathan was working as a Manager of financial planning with a large firm. He was frustrated with what he saw as a lack of integrity and flexibility in the industry.
Along with three of his best staff who were also tired of working for the company, not the client, he formed the Eastport Financial Group we know today. Their vision was to “go anywhere” for their clients, not limited by one organization, and to build a team with creativity and drive from the ground up.
Today, we’ve grown from that original office in Halifax to four main locations: our main offices in Mahone Bay and Halifax as well as offices in Yarmouth and Toronto. Our staff of 12 are just as committed to our original mission of creating meaningful relationships built on mutual trust to deliver long-term expert financial planning as we were 17 years ago. We’re here to help you build and maintain your legacy, just as the Lewis family has built theirs.
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We are...
> Transparent
Our customers will always know how much is in their account, how much their advisor is getting paid, and will be able to see a cost breakdown for every service before it’s done.
> Explorers
Unlike banks, we can work with any financial institution to create the product and service you need. The options are endless, and all of our services are customizable to your family or business needs. We never stop learning or growing our portfolio of products for our clients, and we never stop seeking out new frontiers of business opportunities.
> Compassionate
Our team is deeply rooted in service, philanthropy and giving back to our community. At the root of Eastport’s work is a desire to be good stewards of what we have. We accomplish this through giving back whenever possible, and mentoring our clients on that same path of giving.
> Family
Because you are not just a number to us, Eastport’s purpose is to be in it for the long haul. We will be here to help you grow your resources, and to invest in your family. We will be here when it is time to transfer your wealth and values to the next generation. We will be here to manage your estate for your loved ones after you’re gone. Consider us your financial family.
We want you, your business and your family to succeed in every aspect of your lives- whether that’s in finances, or growing closer as a family unit. We will protect what you have, and grow it with you. That’s the Eastport promise, and we hope you take us up on it.
We want you, your business and your family to succeed in every aspect of your lives- whether that’s in finances, or growing closer as a family unit. We will protect what you have, and grow it with you. That’s the Eastport promise, and we hope you take us up on it.
Core Values
1. Liquidity – You should always have the ability to access your money in a timely manner without having to pay a fee or penalty to do so. This provides you with the most flexibility to:
- Adjust to changes in your financial objectives
- Access capital for your lifestyle or emergency needs
- Explore other investment opportunities
2. Transparency – You should always know what investments you hold and how your advisor gets paid. We ensure total costs are visible to you and broken down into:
- Management Fees
- Advisory Fees
- Taxes
3. Cost Effectiveness – Excess fees and expenses can have a significant impact on your portfolio, especially over a longer investment horizon. We ensure through our investment specialists, expert financial advisors and competitive fee structure that your portfolio and financial plan is fee optimal with a high value-for-money ratio.
4. Tax Efficiency – Taxes are typically the largest expense most of us face throughout our lifetime and are the largest eroders of your wealth. We structure your portfolio and financial plan to most effectively optimize taxation through:
- Taxable Event Optimization
- Efficient Portfolio Construction
- Comprehensive Estate Planning
- Encyclopaedic Financial Planning
5. Risk Reduction – Exposing yourself to excessive and unnecessary risk can unravel any financial plan. We embark on a journey with you to identify your most relevant risks and then efficiently minimize or mitigate the risk through:
- Professional Portfolio Construction
- Comprehensive Cost Effective Insurance Planning
6. Investment Growth – Your portfolio must grow to meet your financial objectives. Too often a lack of knowledge, professional integrity, and/or effort result in poor portfolio performance. At Eastport we make every effort to make your portfolio grow through:
- Professional Portfolio Design + Manager Selection
- Risk Tolerance Assessment + Emotional & Cognitive Bias Management
- Financial Planning + Decision Making Accountability
- Tax Optimization