Meet the Team
The Portage Team
With several decades of experience in cross-border wealth management, Portage brings a wealth of knowledge and expertise to your financial journey. Our experienced team works closely with you to navigate any financial challenge and ensure your wealth sails smoothly through even the choppiest waters.
Wealth Advisors
Darren Coleman, CFP®, TEP, FCSI
Senior Portfolio Manager
Pedro Ostia-Vega
Senior Associate Wealth Advisor
Financial Planning
Ryan Connolly, CFP®, CRPC®
Senior Financial Planner
Carolina Altamirano, CFP®, CRPC®
Financial Planner
Portfolio Management
Darren Coleman, CFP®, TEP, FCSI
Senior Portfolio Manager
Pedro Ostia-Vega
Senior Associate Wealth Advisor
Client Service
Ruby Fernandes
Branch Administrator and Senior Wealth Advisor Assistant
Kathy Martinez
Senior Wealth Advisor Assistant
Alexander Ng, CIM®
Wealth Advisor Assistant