Building Family Wealth Together

Two decades of helping Canadian families navigate investment decisions with confidence

We started Aldermonte Vestaria because we believe every family deserves clear, honest guidance when it comes to investing. No jargon, no pressure – just practical insights that help you make better decisions for your family's future.

Our Story Began with Questions

Back in 2003, we were just like many families today – confused by conflicting investment advice and frustrated by financial advisors who seemed more interested in selling products than understanding our actual needs. We had young kids, a mortgage, and dreams that felt impossibly far away.

After years of learning the hard way, we realized something important: most investment advice treats families like numbers on a spreadsheet instead of real people with real concerns. That's when we decided to create something different.

"We wanted to build the kind of investment guidance we wished we'd had when we were starting out – honest, practical, and focused on what actually matters to families."

Family reviewing financial documents together at kitchen table

What Drives Everything We Do

These aren't just words on a wall – they're the principles that guide every conversation and recommendation.

Clarity Over Complexity

Investment strategies should make sense to you, not just to us. We explain things in plain English because your money decisions are too important for confusion.

Long-term Thinking

We focus on building wealth over decades, not chasing this year's hot investment trend. Boring can be beautiful when it comes to family finances.

Real Family Focus

Your investment plan should fit your actual life – kids' education, career changes, unexpected challenges. We plan for reality, not textbook scenarios.

Meet Our Family

We're parents, homeowners, and investors ourselves. We understand the challenges because we've lived them, and we're still learning alongside the families we work with.

Marcus Thornfield

Founder & Lead Advisor

Started investing in 1999 after watching his parents struggle with retirement planning. Believes the best investment advice comes from understanding what keeps families up at night. Father of three, hockey coach, and still learning new things about markets every day.

Evelyn Kowalski

Family Planning Specialist

Joined us in 2018 after 15 years in traditional financial planning. Specializes in helping families balance competing priorities – from kids' activities to aging parents. Known for asking the questions others don't think to ask.

How We Actually Work with Families

We Start by Listening

Before we talk about investments, we want to understand your family's story. What are your real concerns? What does financial security look like for you? These conversations often reveal opportunities that generic advice would miss.

Education Comes First

We believe you should understand why we're recommending something, not just what we're recommending. Our learning programs help you build confidence in your own decision-making abilities.

Plans That Evolve

Life changes, and your investment strategy should change with it. We review and adjust as your family grows, careers develop, and goals shift. No set-it-and-forget-it approach here.

Family consultation session in comfortable meeting room

Investment education workshop with Canadian families

Long-term financial planning charts and family photos