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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. 


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Darren Coleman
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.

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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Women on the Rise

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.
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You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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Have questions?
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