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About Us


One Team. Two Countries.

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.

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We are Portage Cross Border Wealth Management of Raymond James

At A Glance

120+
years of combined financial industry experience

Our experienced team works closely with you to navigate any financial challenge and ensure your wealth sails smoothly through even the choppiest waters.

10
team members

Darren Coleman

Senior Portfolio Manager

Pedro Ostia-Vega

Senior Associate Wealth Advisor

Nik Zabaljac

Associate Portfolio Manager

Neil Vyas

Associate Wealth Advisor

Ryan Connolly

Senior Financial Planner

Carolina Altamirano

Financial Planner

Ruby Fernandes

Branch Administrator and Senior Wealth Advisor Assistant

Meena Boparai

Wealth Advisor Assistant

Kathy Martinez

Senior Wealth Advisor Assistant

Alexander Ng

Wealth Advisor Assistant

5
Certified Financial Planners® (CFP®)

Darren Coleman

Senior Portfolio Manager

Nik Zabaljac

Associate Portfolio Manager

Neil Vyas

Associate Wealth Advisor

Ryan Connolly

Senior Financial Planner

Carolina Altamirano

Financial Planner

3
Life Insurance Specialists

Darren Coleman

Senior Portfolio Manager

Ryan Connolly

Senior Financial Planner

Carolina Altamirano

Financial Planner

1
Chartered Financial Analyst (CFA®)

Kristian Borean

Portfolio Analyst

1
Chartered Professional Accountant (CPA)

Kristian Borean

Portfolio Analyst

3
Chartered Investment Managers® (CIM®)

Darren Coleman

Senior Portfolio Manager

Nik Zabaljac

Associate Portfolio Manager

Neil Vyas

Associate Wealth Advisor

2
Chartered Retirement Planning Counselors® (CRPC®)

Ryan Connolly

Senior Financial Planner

Carolina Altamirano

Financial Planner

350+
families being served

With several decades of experience in cross-border wealth management, Portage brings a wealth of knowledge and expertise to your financial journey.


Without proper guidance, cross-border wealth management can expose you to various risks and pitfalls, including unexpected tax consequences, compliance issues and legal complexities.

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 about our Cross-border SolutionsView our Total Wealth Solutions

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Have questions?
Contact us.

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