Eastport Financial

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Eastport Financial Eastport focuses on creating meaningful long-term relationships that have impact. We take the time to understand our clients and how each one is unique.

We take great pride in being as committed to our clients’ financial success and future as they are. We build financial plans that are personalized and reflect your individual desires and passion for life to ensure we meet your individual needs. At Eastport Financial we embrace the values of family, community and philanthropy. We are involved with a number of charities and community-based pursuits, touching the lives of many through volunteering, fundraising and advocating.

🎉 Exciting partnership news!We're thrilled to announce our partnership with Eastport Financial, who has launched the Eas...
10/15/2026

🎉 Exciting partnership news!

We're thrilled to announce our partnership with Eastport Financial, who has launched the Eastport Charitable Giving Fund, powered by GiveWise's white-label platform!

Through this partnership, Eastport can offer its clients a fully branded charitable giving experience, while GiveWise provides the technology, charitable infrastructure, and administration behind the scenes.

We're excited to continue expanding the ways wealth management firms and advisors can bring strategic charitable giving solutions to their clients. 💙

A big thank you to the Eastport team for their partnership!

🔗 Read the full announcement on our website! https://www.givewise.ca/blog/news-announcements/eastport-charitable-giving-fund-givewise

Generosity, simplified. 🌱We're proud to announce the Eastport Charitable Giving Fund, a new donor-advised fund created i...
10/09/2026

Generosity, simplified. 🌱

We're proud to announce the Eastport Charitable Giving Fund, a new donor-advised fund created in partnership with GiveWise.

For many of our clients, giving is one of the most meaningful ways money serves a life well lived. This fund makes it easier to bring that generosity into your broader financial, tax, and legacy plans. With it, you can:

✔ Contribute cash, securities, mutual funds, corporate assets, crypto, and more
✔ Receive an immediate charitable tax receipt
✔ Recommend grants to Canadian charities over time
✔ Schedule future and recurring giving

As Jonathan Lewis puts it, "It gives our clients an easier, more tax-efficient way to support the causes they care about and make a meaningful difference, at home and around the world."

What would it look like to give with more intention? 💭

Read the full announcement: https://tinyurl.com/2z95a69c

09/21/2026

Did you know Eastport Financial offers Certified Exit Planning Advising?

Some of our Eastport team and friends are in Antigua, Guatemala, and it has been an incredible week! ❤️We’ve had the pri...
09/12/2026

Some of our Eastport team and friends are in Antigua, Guatemala, and it has been an incredible week! ❤️

We’ve had the privilege of getting to know the wonderful people, culture, and communities here—and we’re so grateful for every opportunity to serve.

A heartfelt thank you to our clients and friends who have so generously donated to support this team. Your generosity is making a real difference—not only through building homes for families in need, but also by providing food and medical supplies, blessing communities, and connecting children and families with sponsorship opportunities to attend excellent schools like Arms of Jesus, where our team had the opportunity to serve.

We are incredibly grateful to be part of something that brings hope, practical help, and lasting impact to families and communities in Guatemala. 🇬🇹❤️

Thank you for helping us make a difference—your generosity is changing lives!

Blessing and Nick are happily settled into our new Bedford Highway location! If you're passing through Halifax, the door...
08/28/2026

Blessing and Nick are happily settled into our new Bedford Highway location! If you're passing through Halifax, the door's open and the coffee's on — we'd love to see you.😀☕

What do Canada's most successful families have in common? It's probably not what you'd expect. We've noticed 7 recurring...
08/14/2026

What do Canada's most successful families have in common? It's probably not what you'd expect. We've noticed 7 recurring habits at our Toronto office — and most of them have nothing to do with money itself.

In our latest Keel Magazine article, we're sharing those habits — and why they matter far beyond the balance sheet.

Read the full article here: https://tinyurl.com/mrywtx54

07/17/2026

Markets moved. Headlines roared. And yet — portfolios held.

Q3 2026 brought energy shocks, geopolitical turbulence, a new Federal Reserve Chair, and ongoing trade uncertainty. A lot to navigate.

In this quarter's market update, our Chief Investment Officer Matthew Jenkinson breaks down what actually happened beneath the headlines — and what it means for your portfolio heading into the rest of the year.

From oil price resilience to the Kevin Warsh era at the Fed, to why this quarter ranked among the 12 best for equity markets since 1950 — there's more to the story than the noise suggests.

Watch the full update below. ↓

Q2 brought some important lessons about staying balanced when markets shift. Geopolitical tensions pushed energy prices ...
07/13/2026

Q2 brought some important lessons about staying balanced when markets shift. Geopolitical tensions pushed energy prices higher early in the quarter, but an interim agreement helped bring things back into focus by June. What does this mean for your financial picture? Our latest Keel Magazine piece breaks down the quarter's key insights and what they mean for inflation, your investments, and the decisions ahead. Read the full Eastport Market & Economic Summary and discover how understanding the broader picture helps guide smarter planning. Your life's vision as our north star—always.

READ MORE: https://tinyurl.com/2pdw7es7

Our Halifax team is moving to a new home on July 9th.741 Bedford Hwy, Suite 201 — right on the ocean, bringing us closer...
07/02/2026

Our Halifax team is moving to a new home on July 9th.

741 Bedford Hwy, Suite 201 — right on the ocean, bringing us closer to the Nova Scotian landscape that has always shaped the way we think about the long view. It's a place where important conversations can happen naturally, where plans take on an adventurous shape, and where your financial journey continues to unfold with intention.

But more than a new address, this move is a reflection of something we don't take lightly: the trust you've extended to us, year after year. That kind of growth doesn't happen in a vacuum. It happens because of the families, business owners, and communities who've let us be part of their journey since 2006.

Everything else stays exactly the same. Same team. Same independence. Same commitment to showing up for you with care, curiosity, and a deep respect for what your financial life is truly in service of.

We can't wait to welcome you through the new doors. See you July 9th.

06/23/2026

You've got until July 1 to lock in the EARLYBIRD PRICE for Spark 2027 from June 23-24 in Calgary! Get a great deal for individual tickets and couples, and become a Supporting Donor for a song. Until July 1, 2026, get your individual tickets for $899 and get a second ticket for 10% off.

Become a Supporting Donor: Donate or pledge by July 1, 2026 to secure your company table and booth at the Earlybird rate and get all the advertising benefits:

• $6000 for GOLD
• $10,000 for PLATINUM
• $15,000 for TITLE

The lineup for next year is already shaping up, and we're excited to confirm Faith Driven Entrepreneur co-founder Henry Kaestner and Pastor and author J.D. Greear, with many more new voices and mentors still to come. Watch this space, and book your ticket or table today to secure your spot!

https://www.eventbrite.ca/e/spark-business-leaders-conference-calgary-2027-tickets-1989611013099?aff=erellivmlt

Address

741 Bedford Highway, Suite 201
Halifax, NS
B3M2M1

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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