Landing
Manage and grow your wealth across the Canada-U.S. border with one of North America’s recognized leaders in cross-border wealth management
One Team. Two Countries.
Being dually licensed in both Canada and the U.S., we offer an integrated wealth management approach and provide unique solutions to assist our clients in navigating the financial, tax and legal complexities that the border presents.
Unique Cross-border Capabilities
Our unique combination of cross-border capabilities and industry expertise allows us to provide a cross-border wealth management experience like no other.
U.S. & Canadian
retirement plans
Ability to manage both U.S. and Canadian retirement plans, offering our clients a single point of contact and a unified investment approach.
Cross border
financial planning
Cross border financial planning that integrates your retirement and pension benefits such as RRSP/RRIF income, 401(k)/IRA distributions, CPP, CPP, OAS, Social Security benefits, etc.
Open Architecture
investment platform
Our open architecture investment platform allows us to select the most suitable investment products for you. No proprietary products = no conflict of interest.
Multi-currency
solution
Multi-currency solution that allows us to hold USD or CAD on either side of the border as well as several other international currencies on our U.S. platform.
Inherited IRAs
Ability to open Inherited IRAs for Canadian resident IRA beneficiaries.
U.S.
estate accounts
Ability to open estate accounts in U.S. jurisdictions to assist Canadian resident executors/beneficiaries of U.S. assets.
The Proof is in the numbers.
100+
years of combined financial industry experience
300+
families served
10
professional team members
Get Started
Chat with a Portage Cross Border Wealth Management financial advisor
Are we a good fit?
In our experience, we work best with individuals or families looking to develop a long-term relationship with a trusted cross-border wealth management team and have investable assets of $1M or greater.