Tania Slade , CFA®, CFP®, CRPC®, FCSI®

Tania is a Senior Wealth Planner with Portage Wealth, bringing more than 25 years of experience in Canada and the United States, advising high-net-worth individuals, families, executives, professionals, and business owners. Drawing on senior leadership tenure as well as a decade in client-facing roles, she brings a unified philosophy, framework, and toolset for helping clients navigate complex financial choices and family dynamics to make clear, goal-aligned decisions.

A recognized thought leader on wealth, longevity and cross-border planning, Tania is known for her ability to translate complexity into clarity. She helps clients across the wealth spectrum design bespoke plans that deliver measurable financial confidence and align meaningfully with their personal goals and lifestyle.

Tania was drawn to Portage Wealth by its highly personalized approach to building long-term relationships with families across Canada and those navigating cross-border challenges. The firm’s commitment to every aspect of the client experience — and to communications that are compelling, authentic and insightful — made it a natural fit when the opportunity to join the team arose.

 Tania holds multiple designations - Chartered Financial Analyst (CFA®) charterholder, Certified Financial Planner (CFP®),  U.S Certified Retirement Planning Counselor (CRPC®)  and Chartered Investment Manager (CIM®); she also has the designation Fellow of CSI (FCSI®) and brings a rare combination of industry expertise, advanced education, and unparalleled ethical standards to the financial services industry.

Tania is actively engaged in advancing the wealth planning profession. She served as Chairperson of the Personal Financial Planning Council at the Canadian Securities Institute from 2010 to 2014 and currently sits on the FCSI Council with CSI as well as the Financial Services Program Advisory Committee at Seneca College.

Outside of the office, Tania is an adventurous globetrotter and avid scuba diver, with recent expeditions to Indonesia and the Galapagos. When she is not traveling, she can often be found immersed in a book on world history — frequently the inspiration for her next destination.