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 Toronto team of specialists takes a collaborative and holistic approach to helping 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.
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Our Financial Planning Services
We're here to empower you to take control of your finances and improve your financial well-being, so that you can focus on what matters most in your life. Our decades of experience in the industry, combined with our knowledge and expertise, make us the perfect partner for anyone looking to take their finances to the next level.
Toronto 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. Our advisors are not just experts in their field, but also compassionate people who truly care about your financial well-being.
Wealth Management Toronto
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. We understand that every client is unique and that's why we tailor our strategies to meet your specific needs. This way, your wealth will grow and be protected at the same time.
Tax Planning Toronto
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. This allows us to create a tailored plan that addresses all your unique needs and concerns. We understand that navigating the complex tax laws can be a challenge. Our team of tax experts will work with you to minimize your tax liability and maximize your deductions. We will help you structure your investments and other financial transactions in a tax-efficient manner.
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. We work closely with the best professionals in the legal and insurance industry to provide you with the best possible asset protection solutions.
Retirement Planning in Toronto
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 stress-free money in retirement. We will help you make the right decisions to ensure that your savings are invested in the right way, so that you can enjoy your golden years with peace of mind.
Estate Planning
We recognize that long-term planning is an important component of a financial strategy. Our experienced professionals are here to provide you with specialized estate planning guidance and to assist you in planning for the future so that your assets are secured and handed on to your loved ones in the manner that you choose.
We work closely with you and your family to understand your unique situation and provide you with personalized services that are tailored to your needs. This includes identifying the assets that are important to you, such as real estate, investments, trusts, and business interests, and providing you with information on the best way to transfer them to your beneficiaries.
Succession Planning for Business Owners
We collaborate closely with business owners to understand their unique situation and provide them with personalized strategies that are tailored to their specific requirements. Our team of wealth advisors are committed to helping business owners plan for the future of their business and ensure that their assets are passed on to their loved ones or successors in the way they desire. This entails identifying critical assets for the firm, such as investments, real estate, and equipment, and determining the best way to transfer them on to the next generation.
Our succession planning services also include helping business owners create a plan to ensure the continuity of their business, whether it be through a sale, merger, or passing it down to family members. We will work with business owners to minimize taxes and ensure that their assets are protected from creditors and lawsuits. Our commitment is to provide business owners with the confidence that comes from knowing that their business and assets are protected for years to come.
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 goal is to provide you with the support and guidance you need to make the best decisions for yourself and your family. We'll be there to help you every step of the way, and make sure you achieve the best possible results.
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 Toronto, Ontario
Toronto is a major economic hub for Canada and is often referred to as the financial capital of the country. The city is home to the Toronto Stock Exchange, which is the third largest stock exchange in North America by market capitalization. Toronto is also a major centre for banking and finance, with many of Canada's largest banks and financial institutions headquartered in the city.
In addition to the finance sector, Toronto is a major centre for technology, media, and communications, as well as for healthcare, education, and research. The city is home to many universities and colleges, including the University of Toronto, which is one of the top research universities in the world. Toronto's economy is also driven by its diverse and vibrant arts and culture scene, which attracts millions of tourists to the city each year. With its strong economy, diverse population and abundance of opportunities, Toronto is a great place to live, work and visit.
FAQ for Financial Advisors Services
What are the Benefits of Working with a Financial Advisor?
Working with a financial advisor can bring many benefits to your financial life. An experienced planner can provide you with objective and unbiased investment advice, help you set and reach your financial goals, and create a comprehensive financial plan tailored to your unique circumstances. They can answer all of your questions, and help you access a wide range of value options.
Our advisors can also help you make informed decisions about your investments, taxes, and estate planning for you and your children.
- • Navigate complex financial products and services, take advantage of opportunities to save and invest in your future.
- • Provide access to a wide range of investment options, and help understand different types of structured products that can benefit your portfolio.
- • Keep you on track with your plan and make adjustments as needed to ensure that you are on track to reach your goals.
- • Provide regular performance reports and help understand how your investments are performing.
- • Offer tax services and tools that can help make the most of your investment plans.
How do Financial Advisors in Toronto manage their clients' portfolios?
Managing a client's portfolio requires a thorough understanding of their financial situation, goals, and risk tolerance. We work with our clients to create a diversified portfolio that aligns with their investment objectives and time horizon. We use a variety of asset classes, such as stocks, bonds, mutual funds, and real estate, and employ a mix of active and passive investment strategies.
We also regularly review and monitor our clients' portfolios, making adjustments as needed to ensure they remain aligned with their goals and objectives. This may include re-balancing the portfolio, adding or removing investments, and adjusting the overall asset allocation. We can help individual investors, families, and companies access a wide range of investment options that can benefit their portfolios.
What are the risk management strategies used by Financial Advisors?
Risk management is an important part of our process as Financial Advisors. We work with clients to understand their risk tolerance and use a variety of strategies to manage risk in their portfolios.
One strategy is diversification. By spreading investments across different asset classes, sectors, and regions, we aim to reduce the impact of any one investment on the overall portfolio. This helps to minimize the risk of loss and increase the chances of generating returns.
Another strategy is asset allocation. We work with clients to determine the appropriate mix of investments based on their goals, risk tolerance, and time horizon. This helps to ensure that the portfolio is aligned with their unique circumstances and is positioned to meet their long-term objectives.
We also employ active management strategies, such as regular portfolio reviews, to ensure that the investments continue to align with the client's goals and to adjust for any changes in the market conditions.
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