Portlington Financial is all about personal service, high ethics, low costs, and consistent long term returns on your investments.
Portlington has partnered with BCV Asset Management and Forstrong Global to meet the financial needs of high networth clients by offering portfolios of individual securities with reduced and tax deductible management fees.
If these things make sense to you, I invite you to call me today for a confidential review of your personal objectives.
Hello. I am Eunice Luis, and I welcome you to Porlington Financial Group. We provide full service, conservative financial planning for individuals and small businesses. Our mandate is to help you achieve your financial security. And we do it in a way that I think is unique; with the old fashioned and personal service that is often lacking in today's fast paced world. To quote one family of clients "we have never had anyone who takes so much genuine personal, detailed interest in our financial affairs".
Eunice Luis has earned numerous industry designations, including:
- Certified Financial Planner (CFP), Financial Planners Standards Council
- Certified International Wealth Management (CIWM) - Canadian Securities Institute
- Fellow of CSI (FCSI) - Canadian Securities Institute
- Financial Management Advisor (FMA) -Canadian Securities Institute
- Certified Divorce Financial Analyst (CDFA) -- Institued for Divorce Financial Analysts IDFA
- Licensed Insurance Agent
- Master of Business Administration (MBA) -- Wilfrid Laurier Univesity
Since joining the financial industry in 1998 she has leveraged her international MBA academic training, expertise, and unmatched commitment to service in providing the highest quality of financial advice and planning.
Our job is to help you and your family achieve long term financial security by developing and monitoring a financial strategy custom-tailored for you.
The financial planning process identifies and takes steps to achieve your key financial objectives (e.g. debt reduction, major purchases, retirement savings or education funding). It involves the development and ongoing review of a plan to determine if you are on track to meet your financial needs throughout the various stages of your life.more details→
The retirement planning process looks to determine your retirement goals and the necessary steps to achieve them. Retirement planning includes identifying sources of income, estimating expenses, projecting retirement income needs, implementing a savings program and effectively coordinating your post-retirement income sources by selecting the right retirement account types (RRSP, RRIF, LIRA, LIF).more details→
The estate planning process allows you to preserve your legacy. It involves developing a plan that can reduce the taxes and expenses of your estate, simplify and speed the transition of assets to the next generation and ensure that your beneficiaries are protected. This essential step maximizes the legacy to your family, charities and other beneficiaries.more details→
The tax planning process helps you to meet your tax obligations while achieving tax efficiency through a number of strategies. These tax minimizing strategies include the selection of appropriate investments and retirement plans, as well as the timing of income and the purchase and sale of investments.more details→
Investment planning involves the construction and ongoing review of your investment portfolio. It covers all activities related to your portfolio, including selecting appropriate investment vehicles and determining and refining your asset allocation strategy - all with your investment objectives, time horizon and priorities in mind.more details→
Managing risk is an important part of protecting your wealth, lifestyle and independence. The risk management process uses a variety of insurance strategies and investment solutions to protect you and your family by reducing the financial impact caused by potential adverse events such as disability, illness or death.more details→
Saving for post-secondary education is an important milestone - whether it's for a loved one or yourself. The education planning process allows you to prepare and save for the goal of post-secondary education and take advantage of government grants and investment vehicles that maximize the potential for tax-free growth.more details→
Business ownership planning targets wealth management issues specific to business owners - from considering the best structure for your business to the development of a succession plan. A thorough wealth plan assists you in solving important day-to-day business issues and ultimately transitioning into a well-planned and funded retirement.more details→
We greatly appreciate Eunice's ability to listen to our individual needs and preferences. Our portfolio has consistently outperformed the market in both good and bad times. We would certainly recommend Eunice to any of our friends.
I have come to appreciate the level of personal attention to my portfolio, updates and progress through frequent mailings and personal contact. One always comes away with the feeling that our interests are taken seriously and capably. I have introduced numerous friends to Eunice and her group.
I have always found talking to you comfortable and I know that you understand my needs when investing. Those are the reasons I continue to stay with Portlington. I know I will continue to be part of Portlington Financial Group for many more years to come and will always recommend your services to anyone.
Portlington Financial Group
121 Lakeshore Road East, Suite 202