Eastport Financial Group Inc. imparts significance to the management of financial resources, empowering you to lead a purpose-driven life. At the helm of the company stands Jonathan Lewis, serving as the president. Collaborating with his team, they guide clients toward making optimal financial decisions that align with their family, business, and future aspirations. Eastport Financial Group Inc. extends its services to more than a thousand families, generating an impactful influence of over one hundred million dollars within the community. The firm's specialization encompasses investments, insurance, retirement, and estate planning. With a distinctively tailored approach, they nurture a financial ecosystem that mirrors the principles of a flourishing and meaningful existence. Eastport Financial Group Inc. crafts personalized financial blueprints that harmonize with your unique aspirations and objectives.
UNIQUE FACTS:
• 220+ Combined Years of Industry Experience
• 1000+ Families Impacted
• Over One Hundred Million Dollars in Direct Community Impact.
Best Financial Services in Halifax
Expert recommended Top 3 Financial Services in Halifax, Nova Scotia. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
We have a strict “No Pay to Play” policy.
EASTPORT FINANCIAL GROUP INC. REVIEWS
Jonathan Lewis and his high energy team are amongst the most knowledgeable life insurance experts in Atlantic Canada. The group also gives back enormously to its community which was important to me when selecting my insurance provider. I am honored to be a long time client and friend.
I choose to work with Jonathan & his team at Eastport Financial as they share our values of valuing 'long term relationships' over 'short term profits'. His team took the time with us to really understand our goals and map out a plan to help us get there.
I have been working with Eastport Financial Group for 3 months. They are honest, and actually care about my family. They don’t play games, or hide fees. They are the real deal. I am so thankful for their stewardship of our finances, and how much they care.
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Gordon Stirrett Wealth Management stands as one of Canada's notable independent financial planning firms. At the helm is Principal and Certified Financial Planner Gordon Stirrett. Collaborating with a team of seasoned advisors, they are dedicated to guiding you through complex financial queries. As a privately owned and operated entity, Gordon Stirrett Wealth Management maintains affiliations with globally esteemed financial institutions. Their expertise spans financial, retirement, and estate planning, ensuring comprehensive support. Regular check-ins, prompt responses, and readiness to navigate new scenarios underscores the firm's commitment. Additionally, Gordon Stirrett Wealth Management extends a valuable service – a complimentary second opinion on your financial plan, provided without any cost or obligation to the clients.
UNIQUE FACTS:
• Certified Financial Planners
• Online Consultations
• Trust and Estate Practitioners.
Specialty:
Contact:
Working Hours:
Fri: 8:30am - 1pm
Sat & Sun: Closed
TBR® Inspection Report:
GORDON STIRRETT WEATH MANAGEMENT REVIEWS
As somebody relatively new to investments and financial planning, Gord and team has made me 100% comfortable and confident in my decision to work with Gordon Stirrett Wealth Management. Gord not only asks great questions, but truly listens and understands my individual needs. I feel I’m viewed more as a partner than a client, and I’d recommend them to anybody looking for financial direction.
My personal advisor at Gordon Stirrett has been there for and with us every step of the way. When we moved to Canada our advisor helped to get out TFSAs and RRSPs setup. When we were ready to purchase our first property, they were there to connect us with qualified mortgage brokers, lawyers etc. This is truly a one stop shop for all your financial needs. I've recommended them to all my friends.
Gordon Stirrett took care of all my financial needs for today and for the future! Their advisors are friendly, knowledgeable and welcoming. Would highly recommend switching to them to handle your needs as well!!!
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LifeQuest Financial Group has established its expertise. With a legacy of over 28 years in the financial service sector. At the helm is President Sharon Kinsman, leading a team committed to comprehending your objectives and furnishing expert advice on financial security – a crucial element in accomplishing these aspirations. LifeQuest Financial Group endeavours to devise a customized financial security strategy that aligns with your distinct requirements. Central to their range of offerings are risk management, wealth management, and banking solutions. The firm's collaborative approach involves periodic reviews of your financial security plan, ensuring its relevance and effectiveness. Furthermore, they facilitate financial wellness programs, incorporating a comprehensive security planning process. Amidst unpredictable times, LifeQuest Financial Group extends financial security and tranquillity to its clientele, fostering a sense of assurance and preparedness.
UNIQUE FACTS:
• Onsite services
• Online Consultations.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
LIFEQUEST FINANCIAL GROUP REVIEWS
We are happy to have chosen LifeQuest Financial as our Agency. We now rest easy knowing that our retirement dreams are being achieved and our loved ones are adequately protected.
I met with Ian. The knowledge and education that Ian shared with me and met my concerns with exceptional customer service! I have recommended Ian to many other friends and colleagues. Thank you!
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