Empowering
wealth stewards to build meaningful family legacies

bespoke

We believe investment goals must be clear and anchored in each family’s unique behaviours, needs, wants and desires. Our clients’ longer than average investment horizons are considered when establishing investment goals.

dynamic

We believe that portfolios must adapt to future market conditions and “regime shifts” by applying strategic tilts and dynamic allocations within a diverse set of investment opportunities.

purposeful

We seek to be rewarded for the risks that we take. There are unrewarded risks in many asset classes that we purposefully identify and weigh when constructing portfolios.

bespoke

We believe investment goals must be clear and anchored in each family’s unique behaviours, needs, wants and desires. Our clients’ longer than average investment horizons are considered when establishing investment goals.

dynamic

We believe that portfolios must adapt to future market conditions and “regime shifts” by applying strategic tilts and dynamic allocations within a diverse set of investment opportunities. We rely on major institutions data and insight to make adaptive decisions.

purposeful

We seek diverse assets that reward risk and minimize exposure to unrewarded risks. The lower weighting of long public equity and long fixed income in our portfolios are clear examples of our diversification goals.

We are prudent fiduciaries

We implement cost-efficient portfolios

We pay fees where professional management can justifiably provide additional return whereas we aggressively reduce fees where professional management has simply proven unnecessary.

Our investment approach avoids exposure to unrewarded risks

We describe our return focus as “after-tax, risk-adjusted returns” because of the importance of considering tax, volatility and most importantly, seeks to avoid a permanent impairment of capital.

We carefully consider the underlying risk factors that drive returns

Factors such as Value, Momentum, Carry or Economic Growth are the academically validated primary drivers of investment returns. Most institutional investors now prioritize factor diversification over traditional portfolio construction foci like sector and geographic weights.

Wealth is desirable because of what it can bring to us: a life of fulfillment and great assistance in making  your mark on the world.

But with that power also comes great vulnerability. The responsibilities of wealth can sometimes be difficult and impair family legacies.

Vesta Wealth Partners recognizes the importance of developing strong wealth stewards in the pursuit of leaving meaningful family legacies.

Investing intelligently and recognizing the emotional influences on investing are important, but legacies are built strongest when the individuals recognize that they must also grow, and their relationships must strengthen, in order for the financial growth to empower meaningful wealth creation.

Vesta Wealth Partners brings together a unique blend of experienced wealth creators, wealth stewards and wealth professionals.

Max Fortmuller

Max leads our family office services; he is our sole Director as well as an analyst.  Max has been in various roles in the family office industry for 10 years.  Max graduated from Eastern New Mexico University with a B.BA, attending university on a Bull-riding Scholarship (since retired!)  Max has completed Level 1 of his CFA designation and is fluent in German.

Max Fortmuller

Adam Hoffman

Adam is our President. He has been a trusted advisor to ultra-high net worth as a lawyer with a domestic tax and estate planning focus and two years experience as a family governance consultant. Adam holds an HBA from the Richard Ivey School of Business and a LL.B from Western University and is a TEP charterholder.

Adam Hoffman

Jared Wolk

Jared is our Portfolio Manager. He has over 17 years of industry experience including 8 years with a boutique national firm and 3 years in the risk analytics division of Markit Ltd. Jared holds a BA from the University of Calgary, an MSc. in Finance from Simon Fraser University and is a CAIA and CFA charterholder.

Jared Wolk

Bob Tien

Bob brings over 25 years’ experience as CFO, Controller, and Director of Finance in professional firms and privately owned companies to his role as CFO of Vesta.  Bob articled and obtained his CA with a major international accounting firm. Bob earned his B.Comm. and B.Sc. from the University of Saskatchewan in Saskatoon.

Bob Tien