Trusted Financial Consultants since 2004
At Eastport Financial Group, we pride ourselves on our team of experienced financial advisors who provide financial advice and expert guidance to our clients. Our team of specialists takes a collaborative and holistic approach to help our clients achieve their financial goals. We understand that every client's financial situation is unique, and we take the time to get to know each of our clients, their financial goals and objectives, and develop a customized financial plan to help them achieve their financial objectives.
Our numbers
Halifax Financial Advisory Services
Our team of professional advisors will work with you to understand your financial goals, and help you create a financial plan to achieve them. We will help you identify your long-term investment objectives, risk tolerance, and time horizon, and recommend a diversified financial strategy that aligns with your goals.
Wealth Management Halifax
We offer a full suite of complete wealth management services, including portfolio management, tax planning, and estate planning. Our collaborative team will work with you to create a comprehensive plan to help you manage your wealth and protect it for future generations.
Tax Planning Halifax
We carefully evaluate all aspects of your financial landscape, from your assets and investments, to your family dynamics, business interests and goals. We take into account the latest government policies, legal implications for succession planning, and any emerging societal trends in estate planning and tax strategy.
Asset Protection
We understand that protecting your assets is a top priority. We will work with you to develop a plan to protect your assets from potential risks, including estate taxes, lawsuits, and other financial threats.
Retirement Planning
Planning for retirement can be a daunting task. Our advisors will work with you to create a financial plan that takes into account your goals for retirement, objectives, and risk tolerance, and helps ensure that you will have the financial resources you need to enjoy a stress free money in retirement.
Financial Consultation
Whether you're starting a business, preparing for a major life event, or just looking to get a better handle on your finances, no matter the stage in life, our team of advisors is here to help. We offer financial consultation services to help you navigate any financial challenges you may be facing.
Our Leadership Team
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.
By 2004, Jonathan was Manager of Financial Planning with a large firm, but became frustrated with the industry’s lack of integrity and flexibility.
We now have three additional locations in Mahone Bay, Yarmouth, and Toronto, in addition to our original Halifax office.
To assist others in continuing the Lewis family history, our staff is just as dedicated to this goal as our founders were seventeen years ago.
About Halifax, Nova Scotia
Halifax is the capital city of Nova Scotia and is located on the east coast of Canada. It is known for its rich history, vibrant culture, and stunning waterfront views. Halifax is a bustling port city with a diverse population and a strong economy. The city is home to several universities, including Dalhousie University and Saint Mary's University, and has a thriving startup and tech community. There are also many parks, museums, and other cultural attractions to explore in Halifax.
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Halifax Office
Address
371 St. Margaret's Bay Road
Suite 201
Halifax, Nova Scotia
B3N 1J8
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