Pedro Ostia-Vega is a Senior Associate Wealth Advisor with Portage Wealth, where he combines operational expertise with a client-first philosophy. He oversees the day-to-day operations of the team, manages all trading functions and portfolio implementation, and conducts client portfolio reviews. For clients, that means their wealth is managed with precision and care, and that every interaction feels comfortable, attentive, and seamless.
Pedro began his career at a bank-owned brokerage firm, where he led the transfer department and operations team before joining Raymond James in 2012. This early experience gave him a strong foundation in the mechanics of financial services, which he has since paired with his passion for building long-term relationships with clients. Licensed as a registered representative in both Canada and the U.S., Pedro brings a cross-border perspective to his work and a steady presence that clients deeply value.
His philosophy is simple: service comes first. Clients often describe Pedro as a calming influence who helps them feel understood and confident about their financial decisions. He is guided by two pieces of advice that shape both his personal and professional life: in investing, discipline matters - investing is like a bar of soap, the more you touch it, the smaller it gets; and in life, make sure what you’re doing today gets you closer to where you want to be tomorrow.
When he’s not working with clients, Pedro enjoys spending time with his family and staying active through regular workouts, which help him reset and recharge.