About Us

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".

Financial planning can be confusing and overwhelming. At Portlington, we simplify it with regular communication, not just once a year, and get together with clients on a quarterly basis to review portfolio performance. We work to understand your situation and objectives, and give you all the information you need to make good financial decisions. Does your financial advisor take the time to do that for you?

All of our clients are invited to informative monthly seminars. Industry experts join us to explain popular investment products like unit trusts and linked notes, or to discuss estate planning and offshore investment.

Through our cutting edge interactive website, clients can view their accounts on line. They can use the personal budget planning tools, or do their own retirement and education need calculations.

The key to financial planning is taking a holistic view of your complete investment, retirement, estate and tax requirements. Portlington offers a full range of investment and insurance products including equities, mutual funds, segregated funds, bonds, GICs, and linked notes. We provide a variety of life, critical illness and disability products. For small business owners we offer group benefit packages.

At Portlington we are not trying to sell you any in-house brands. Being independent means we can offer the best products from most financial organizations in Canada. We constantly meet with portfolio managers and product specialists to research the best investments for you. And our lower overhead costs are passed on, giving you higher returns.

All investments purchased through Portlington Financial are held at the same financial institutions used by major banks. Investment protection is with the financial institution and no cheques are ever made payable to Portlington Financial.

Portlington Financial is all about personal service, high ethics, low costs, and consistent long term returns on your investments. If these things make sense to you, I invite you to call me today for a confidential review of your personal objectives.

Eunice Luis has earned numerous industry designations, including Professional Financial Planner (PFP) and Financial Management Advisor (FMA). She also holds a level II life insurance license. 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.

All of our mutual fund sales are sponsored by FundEX Investments Inc.