Eastport Financial

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. ↓

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

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

06/17/2026

Most business owners spend years building something extraordinary — and very little time preparing for what happens when the unexpected strikes.

Distress. Disability. Death. Divorce. Disagreement.

These are the 5 Ds of Exit Planning — and any one of them has the potential to derail a business that took decades to build. At Eastport, we work with business owners to develop exit plans that aren’t just about retirement. They’re about continuity: ensuring your business, your team, and your family are protected no matter what life brings.

We’ve just published a new article in our Keel Magazine outlining what each of the 5 Ds means in practice — and the steps you can take now, while conditions are still calm and decisions can be made clearly. If you’re a business owner — this is worth a read.

https://eastportfinancialgroup.com/keel-magazine/business/the-5ds-of-exit-planning-for-business-owners

05/26/2026