We work with clients who have depth of character. Our clients…

  • are open and honest
  • care deeply about family
  • have a lot of common sense
  • know what is important to them
  • want to build something greater than themselves
  • are smart with their money
  • endure over the long haul
  • are looking for someone they can trust

We take a great deal of pride in building long lasting relationships with our clients. But don’t just take our word for it. See below for a selection of testimonials from our clients!

I didn't realize what a finacial planner can do until I gave Jonathan our current plans and let him go to work. I've continually been impressed with his ingenuity and hard work ethic towards his business, personal relationships and clients service. His team is always on top of their game! –Corey Mood, James L. Mood Fisheries Ltd. www.moodfisheries.com

When we think of Eastport Financial Group, we think about the effort they have put fourth to help us and our staff to understand our Group Retirement Programs. We began working with Eastport Financial Group in September 2008 and since that time, they have held information sessions for our employees that are designed to ensure that our staff are getting the most of their group retirement. In December 2008, we purchased another business in Nova Scotia. The Eastport team has worked very hard to help enroll employees and to ensure they understand the Group Retirement program. They have made it very easy for our employees to invest for their retirement. It is evident that the Eastport Financial Group team strives to ensure that all of our staff get the most from our group retirement programs. We value their advice in helping us to maximize our business’s return on investment for employee benefits. This Program has become a great way to attract and retain a wonderful staff. –Dave MacKay, Pres and Andrew MacLaughlin CFO, MacKay's Truck Centre www.volvo.com/dealers

The planning that Eastport’s team of experts brings to the table is unbeatable! From tax and corporate planning for my business, to our personal estate and retirement plans; Carolyn and I are always happy with their quick, courteous and well-informed responses. Their advice is always concise, to the point and easy to understand. The difference between working with a big institution and working with Eastport, is evident from the first time you meet with them. From client appreciation events to their individually tailored approach... you always feel like family. –Bill McBurney, President , McBurney Pools and Spas www.mcburneypools.com