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Stepping Up Our Philanthropic Impact!

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Eastport Financial Group is no run of the mill financial planning firm, and no where is this more evident than in the annual fundraising activities of its employees. In fact, during the months of November and December 2013, Eastport’s philanthropic activity spanned three different events and raised more than $33,000 for the charities that support or work with at-risk youth.

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Eastport Donates Anti-Bullying Tree to Festival of Trees

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Nov 21, 2013. Eastport today donated their “Hugs & Kisses” anti-bullying tree to the 22nd Annual Compass Group Festival of Trees, an annual fundraiser in support of the Mental Health Foundation of Nova Scotia. The tree will be auctioned off during the Black Tie Gala on Saturday, November 23.

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Launch of Private Client Program

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June 12, 2013. Eastport Financial Group has officially launched its new Private Client & Wealth Management Program. The new program enhances the firms pre-existing high net worth service offering, bringing together in-house capabilities in actuarial science and tax & estate planning, with personalized portfolio construction and ongoing review and monitoring. Cy Korun leads the new program as Director of Private Clients & Wealth Management.

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Eastport Financial Expands In-House Tax & Estate Planning Capabilities

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Sept 11, 2013. Eastport Financial Group has recently expanded its in-house tax and estate planning capacity with the addition of Chartered Accountant Keith Oickle. Oickle joins Eastport in a dual role as Tax & Estate Planner and Financial Advisor, adding further technical expertise in the areas of corporate and personal tax planning, succession planning, business reorganizations, business purchase and sale and business valuation.

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Barb Leighton Joins Eastport Financial Group

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October 4, 2013. Eastport Financial Group recently added former lawyer and Director of Development at Ambrae Academy, Barb Leighton, to its team of financial security advisors. Leighton brings nearly 25 years experience in law, compliance and philanthropy management to her role as a Financial Advisor at Eastport. Leighton’s addition to the Eastport team follows the additions of accountant and tax planner, Keith Oickle, and CFA charter holder, Cy Korun, in recent months.

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Turkey Drive 2012 a Huge Success!

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Eastport Financial Group's 2012 Christmas Turkey and Pajama drive in association with Street Connections was a huge success. Over $16,000 was raised and more than 150 pairs of children's pajamas were donated and distributed. With the help of more than 30 volunteers, Eastport's efforts resulted in 500 families being given full Christmas dinners, including an entire turkey, frozen vegetables, a pie and two loaves of bread for each family.

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Drive is On for Children’s PJ’s and Socks!

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This Christmas season Eastport is spearheading a children's sock and pajama drive to help support families in need. Donations of new and nearly new children’s pajamas and socks can be dropped off at Eastport Financial Group offices at 3 Edgewater Street, Mahone Bay and at suite 201, 53 St. Margaret's Bay Road, Halifax or at Belliveau Veinotte, 11 Dominion St, Bridgewater by Friday, December 14th.

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Eastport Seeking Donations for Mobile Soup Kitchen

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November 7, 2012. Local entrepreneur Jonathan Lewis is calling on South Shore and Halifax businesses to make $500 donations to the mobile soup kitchen, Street Connection, to help feed families in need during the 2012 holiday season. Each $500 donation will provide Christmas dinner for 25 families.

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Financial advisers must have ‘values’: Eastport stresses family, community

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When Jonathan Lewis lists the qualities he wants in a financial adviser, it’s not exactly what you’d expect. Rather than rattle off the pillars of private banking, such as the importance of wealth management, retirement preparation and estate planning knowledge, he talks about values.

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Light hearts, lighting hope

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Eastport clients were treated to two fun evenings as part of the studio audience for the taping of the Halifax-produced CBC comedy show, This Hour Has 22 Minutes on November 28th, 2011 and  January 9th, 2012.

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