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Navigating Wealth Across Borders

Embark on a journey of seamless wealth management across the Canada-U.S. border with Portage Cross Border Wealth Management.

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At Portage, we understand that your financial journey doesn’t end at borders - it transcends them.

At Portage, we understand that your financial journey doesn’t end at borders — it transcends them.

As pioneers in the field, we’ve set the standard for excellence in cross-border wealth management solutions. Our innovative strategies have earned us recognition as one of North America’s leading cross border wealth management practices. 


Discover how we can help you
Our

Founder & CEO

Darren Coleman

Darren founded Portage Cross Border Wealth Management. Watch this short video to learn more about Portage.

Meet The Rest of the Team

The Proof is in the numbers.

120+

years of combined financial industry experience

350+

families served

10

professional team members

Cross Border Solutions

Our cross border offering is centered around providing Canadian and U.S. investors with a single, consolidated, wealth management solution regardless of where they are currently living or working.

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ONE TEAM.

With Portage, you’ll enjoy the simplicity of a single point of contact dedicated to guiding your wealth journey from start to finish while streamlining communication and decision-making.

Meet Our Team


TWO COUNTRIES.

Our team of seasoned wealth professionals understands the nuances of the Canada-U.S. investment landscape and can help you structure your assets in a way that maximizes opportunities and minimizes tax liabilities on both sides of the border

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Discover new insights.

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Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.
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Bursting the Bubble

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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IRA Income

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.
Learn More

Have questions?
Contact us.

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