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Eastport Financial Group Achieves Rare Milestone

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What do you get when you combine a group of talented advisors under one roof that are dedicated to holistic planning for their clients while maintaining the highest level of ethical values in the financial services industry? The answer is an accomplishment rarely seen in Atlantic Canada.

Eastport Financial Group is proud to announce that; Jonathan Lewis, Andrew Blanchard, Dan Allain and Jordan Bain have all qualified in the top 5% of their peer group globally for achieving excellence in financial services as measured by an organization called Million Dollar Round Table (MDRT).

Formed in 1927, MDRT is an international organization dedicated to helping financial advisors establish best business practices and ethical standards, as well as, sharing concepts clients have found to be valuable in helping improve their financial plan. MDRT has over 39,000 members in 82 countries and territories.

“This achievement is really a culmination of 15 years of hard work; late nights early mornings; blood sweat and tears. To have four in our team excel to this level is a result of the dedication and passion that we have for this industry, and the consistent drive to be the best at what we do.” –Jonathan Lewis, CEO Eastport Financial Group

As a result of this achievement, they have been invited to attend this year’s exclusive annual meeting in Orlando, Florida that will focus on improving their technical knowledge and sharing best practices.

Established in 2001, Eastport provide customized investment management, insurance planning and estate planning services to their clients. Eastport’s team includes; Actuaries, Chartered Financial Analyst, Certified Financial Planners and Chartered Accountants.

Eastport manages over $85 million in assets.

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  1. Jonathan Lloy  March 6, 2017

    Way to go Eastport Crew! We already knew.
    J&C

    (reply)

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