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Our Process

Our Process

We understand that no two people are the same. Which is why we start by listening to your goals and motivations. Drawing on our experience in financial markets, leveraging our research partners, and utilizing comprehensive planning tools, we collaborate with you on a plan for the road ahead.

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Our Philosophy

Our Philosophy

We build investment portfolios that are tailored to meet your goals. The investments we select are value-oriented, globally diversified, and balanced with a steadfast focus on both long-term growth and income generation. Our decisions are based on investment fundamentals and not short-term price considerations.

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Partners for a secure future

Since 1994, Old Port Advisors has been helping individuals and families protect and grow their wealth. Our focus is on your goals and following strategic investment principles to drive results.

As a Registered Investment Advisor, we are bound by the fiduciary duty to act in our client’s best interests. Our advisor-client relationships are built based on our core principles of trust, transparency, and commitment.

Schedule A Consultation

Use today to plan for tomorrow.

Discover an array of services for all your financial planning needs.

  • Investment Management

    Investing shouldn’t overwhelm, confuse, or intimidate. Professional investment management focuses on obtaining real results through intelligent strategies and open communication.

  • Retirement Planning

    It’s the day you’ve been waiting for – retirement. Calculating needs and expenses for your golden years are a crucial step to enjoying financial confidence after work ends.

  • Estate Planning

    A well-crafted estate plan can allow your assets and priorities to passed on to your loved ones effectively and efficiently.

  • Corporate Retirement Plans

    Selecting and implementing the right retirement plan for your business can not only help attract top talent in a competitive jobs market, but it can also increase tax efficiency to help your bottom line.

Helpful Content

What's your risk number?

Riskalyze a financial technology company that provides software as a service to financial advisors in the United States. Riskalyze's platform provides tools for analyzing investment risk, delivering 401 plans, and building and implementing investment portfolios.

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

<p>A Primer on Irrevocable Life Insurance Trusts</p>

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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<p>Revising Estate Strategy Assumptions</p>

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
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<p>Keeping Up with the Joneses</p>

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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Have a question? We're ready to help.

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