Darren Coleman, CFP^®, TEP, FCSI

Darren Coleman is a seasoned wealth management executive and industry leader with more than three decades of experience advising high-net-worth individuals, families, and business owners. He began his career in financial services in 1992 and joined Raymond James in 2012, where he has played a pivotal role in expanding and advancing the firm’s cross-border wealth management capabilities.

Widely recognized as a pioneer in cross-border wealth management, Darren has helped shape industry best practices for clients with complex Canada–U.S. financial lives. He is considered a champion of Raymond James’ cross-border service offering and is consistently ranked among the firm’s top advisors across North America and the U.K.

Today, Darren leads a team of 13 professionals through Portage Wealth, with offices in Oakville, Ontario and Vancouver, British Columbia. Under his leadership, the firm has grown into a highly regarded advisory practice known for rigorous due diligence, thoughtful planning, and integrated wealth solutions.

Darren is a sought-after speaker and thought leader on wealth, longevity, and cross-border planning. He has spoken at the MIT AgeLab on longevity, and his insights have been featured in leading publications including The Globe and Mail, Investment Executive, and Forbes, among others. In addition, Darren became the first Canadian advisor profiled in Barron's in 2022.

His professional credentials include Canadian Investment Manager (CIM), Financial Management Advisor (FMA), Fellow of the Canadian Securities Institute (FCSI), and Trust and Estate Practitioner (TEP) with STEP Canada. He holds a Level II Life Insurance License and an Honours Bachelor of Commerce from Ryerson University. Darren was also among the first Canadian professionals to obtain the Professional Financial Planner (PFP) and Certified Financial Planner (CFP) designations.

Prior to joining Raymond James, Darren held senior management and advisory roles at major bank-owned brokerage and financial services firms. Combined with his involvement on industry boards, this experience has allowed him to build an extensive professional network across Canada and internationally—providing his clients with exceptional access, insight, and strategic perspective.