Episode

Why Darren Coleman thinks longevity and caregiving are the next big trends in wealth planning

Podcast: Behind the Advice
Published: Feb 25, 2026
Duration seconds: 1767
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Summary

This week, Brenda speaks with Darren Coleman, senior financial advisor and portfolio manager with Portage Cross Border Wealth Management at Raymond James. The two discuss Darren's entry into the financial services industry at a very young age, how caregiving and longevity are reshaping the business, and why he believes understanding human behaviour is just as essential for an advisor as understanding the numbers.