Broker Check

Navigating Wealth Across Borders

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

Hear from our founderSee how we can helpSchedule a Consultation

... no copy here ...

... no copy here ...

 

... no copy here ...

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.

Discover more


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

Learn More

Discover new insights.

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Learn More
Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Learn More
Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.
Learn More

Have questions?
Contact us.

Thank you for your submission! There was a problem with the form submission. Please try again.
CONNECT