Who we are
Experienced wealth creators, wealth stewards and wealth professionals.

Max leads Vesta Wealth Partners, offering clients across Canada access to high quality institutional investments by building products and portfolios that meet rigorous risk standards. Max graduated from Eastern New Mexico University with a B.B.A while attending university on a Bull-riding scholarship (since retired!). Max is involved in the Family Enterprise Canada (FEC) community as a Nextgen Ambassador, he sits on the FEC Community Committee and the Charitable Foundation for the Family Board and is a Founder of Business Fore Calgary Kids.

Craig joined Vesta in 2021 and was appointed as CFO in 2023 and President in 2025. He has held progressively senior roles at several companies, beginning with Deloitte in their assurance and financial advisory practices and VP, Business Insights & Shared Services at Badger Infrastructure Solutions just prior to joining Vesta. Craig has two decades of professional experience in several industries, including various sectors of the oil and gas industry as well as consulting services.

Jared joined Vesta in 2014. He has over 20 years of investment industry experience, which includes 8 years working with a boutique national firm and 3 years work 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 CFA and CAIA charter holder.

Michael has worked with Vesta since 2021, taking on his current role in 2024. He was attracted to Vesta by its thoughtful and diversified investment thesis. He practiced law in private practice for 18 years and earned his LLB at the University of British Columbia. He is a member of the Law Society of Alberta.

Katie is Vesta’s Chief Financial Officer, responsible for the firm’s financial reporting and tax compliance functions. She joined Vesta in 2023 as Director, Finance and brings over 15 years of experience in public accounting, oil and gas, financial services, and family office sectors. Katie is a Chartered Professional Accountant (CPA,CA) and holds a Master of Business degree from Mercer University in Macon, Georgia, USA.

Since 2001, Jack has managed investments on behalf of corporations, pensions, foundations, estates, trusts, families and individuals. Prior to joining Vesta, Jack spent more than two decades on Bay Street, in senior and direct drive investment management roles with leading independent and top tier bank owned firms. Jack is a Chartered Investment Manager (CIM), holds certificates in Advanced Investment Advice and Investment Dealer Compliance, and is a Fellow of the Canadian Securities Institute (FCSI). In 2025, by Command of The King, Jack received the King Charles III Coronation Medal in recognition of his contribution to Canada.

Valérie is a Chartered Investment Manager (CIM®), Financial Planner (Pl. Fin.), and Life Insurance Advisor. With significant experience in the stock market, including her previous IIROC designation, she provides comprehensive solutions in insurance, investments, and wealth management. She specializes in tailored strategies for advisors and their clients. Based in Quebec, Valérie is recognized for her personalized approach and her commitment to delivering innovative and effective financial solutions. She is also actively involved in entrepreneurial development projects, contributing her leadership to local and regional initiatives.

Rebecca is an Associate Portfolio Manager at Vesta Wealth Partners Ltd. Rebecca joined our team five years ago in 2020 after graduating from Queen’s University with a BSc (Hons) and Certificate in Business. She also has her Chartered Investment Management (CIM®) designation. If you can’t find Rebecca in the office or assisting clients, she is most likely outside skiing, cycling, hiking or running.

David joined Vesta Wealth Partners Ltd. as an Investment Management Associate in 2023. David has over 5 years experience in the private wealth space at one of the largest investment management firms in Toronto. David is a CFA charter holder, with an economics degree from the University of Waterloo. When he’s not helping clients meet their financial goals, David is usually training for his next endurance Triathlon.

Matthew joined Vesta as Legal Counsel in 2024. He has extensive experience as an in-house lawyer working with businesses across various sectors, as well as a background in finance and accounting prior to being called to the bar. Matthew was called to the bar in Alberta in 2017. He holds a Juris Doctor from the University of Saskatchewan and a Bachelor of Commerce in Finance from the University of Calgary. Additionally, he has completed Level 1 of the CFA designation.

Wendy joined Vesta Wealth Partners in 2023 as Compliance Coordinator, bringing with her an extensive background in executive support and operations, primarily in the venture capital and non-profit sectors. Wendy’s diverse experience equips her to navigate the complex regulatory landscape of financial services. Her dedication to operational excellence and regulatory compliance plays a crucial role in upholding Vesta Wealth Partners' commitment to high standards.

Braden joined Vesta in 2023 and is the Director of Accounting. He graduated with a B.B.A. and earned his Chartered Professional Accountant designation in 2020 while articling with PricewaterhouseCoopers (PwC). In 2022, he was presented with an award recognizing contributions to coaching and leadership as voted on by his peers at PwC. Outside of work, he enjoys travelling, playing and watching hockey, mountain biking, and skiing.

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Carl joined Vesta in 2024 as an Investment Fund Accountant. He brings over 10 years of experience in the family office sector, where he led the portfolio management of venture capital investments. His work involved direct collaboration with operating management teams to drive transformational initiatives. Carl holds a Master of Finance degree with Distinction from the University of Aberdeen in Scotland, and a Bachelor of Commerce from the University of Calgary. Outside of work, he enjoys traveling and rock climbing.

Julia joined Vesta Wealth Partners in 2022 as a Bookkeeper on the Accounting team. She earned her accounting degree in Moscow, Russia. Before joining Vesta, Julia worked with a Calgary-based management company that supported a variety of industries. With over 28 years of experience, Julia has developed a strong background in accounting across businesses in Canada and Eastern Europe. Outside of work, Julia and her family enjoy spending time with animals, exploring the outdoors, traveling, and tackling home and backyard renovation projects.

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Tracy joined Vesta Wealth Partners Ltd. as an Operations Manager in 2024. Tracy has over 20 years of financial services experience ranging from Banking, Trading, Fund Administration, Capital Markets and Operations. She has worked with institutional and retail clients both in Canada and abroad, keeping with quality client services and relationship building.

Victoria brings a well-rounded background in wealth management, with experience spanning both front and back-office operations. In her role as an Investment Management Associate at Vesta, she plays a key role in fund operations, focusing on complex cash movements, capital calls, and distributions. Victoria is known for her professionalism, collaborative approach, and sharp attention to detail. Outside of work, Victoria enjoys recharging in nature with her family.

Sadaf Samreen is a Fund Operations Associate with a background in financial services and technology. She focuses on client onboarding, operational support, and improving internal processes. Her approach is detail-oriented and team-driven, with a strong emphasis on clear communication and cross-functional collaboration. She enjoys building efficient workflows that contribute to a smoother client and team experience.

Natan Finkelstein is a dedicated Fund Operations Associate at Vesta Wealth Partners. Based in Toronto, Natan leverages a strong financial operations background to ensure smooth and effective processes for clients. As a member of the operations team, Natan is committed to delivering reliable service and support, consistently enhancing operational efficiency and client satisfaction.

Philippe joined Vesta in February 2025 to expand the firm’s Québec presence and integrate AI-driven automation to sustain the firm's growth. With a BBA in Market Finance from HEC Montréal and an MSc in Data Science from the University of Padua, he combines his experience as a Financial Analyst with advanced machine learning expertise. Additionally, Philippe holds the Canadian Securities Course certification.

If you can’t find Philippe solving problems at work, he is most likely exploring Montreal’s culinary scene, reading, or running.

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Larisa joined Vesta Wealth Partners in 2018 as the Office Manager. Having almost 20 years of experience in Administration in various industries, Larisa supports the Executive team as well as oversees the office operations at Vesta. She holds a Business Administration and Finance degrees from Metropolitan State University in Minneapolis, Minnesota, USA and has called Canada her home since 2008. Outside of the office, Larisa loves to experiment with new recipes and spending time with her family.

Charleen joined Vesta Wealth Partners in 2024 and leads the firm’s people strategy, with over 15 years of experience spanning financial services, social services, and consulting. Her work focuses on enabling strong leadership, improving execution through clarity and accountability, and designing people practices that scale with the firm’s growth. Outside of work, Charleen enjoys travel, scuba diving, reading, and discovering great podcasts.

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Eliza joined Vesta in 2025 and is a Financial Accountant. She graduated from Mount Royal University and obtained her CPA designation in 2023 while working at PricewaterhouseCoopers (PwC) in their external audit department. In Eliza's spare time she loves trying out new recipes, getting creative in the kitchen and attending all sorts of different fitness classes.

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Kamila is a Compliance Officer at Vesta Wealth Partners, where she supports the firm’s regulatory oversight, client onboarding, and ongoing compliance monitoring. With a background in private equity operations and experience in KYC/AML processes, she brings a detail oriented, solutions-focused approach to ensuring clients and advisors are supported with clarity, confidence and a seamless compliance experience.

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Cathy is a Data Analyst at Vesta Wealth, responsible for maintaining data accuracy, streamlining data workflows, and supporting firm-wide reporting needs. She is a certified Financial Risk Manager (FRM), a CFA Level III candidate, and holds an MSc in Finance from Simon Fraser University. She is passionate about leveraging data to drive efficiency and enable informed decision-making.