Have confidence that someone is managing and coordinating all the moving parts of your family’s wealth.
We chose to be independent, which gives us the ability to sit on the same side of the table as our families, and be an advocate for them.
Every family is unique. Being unconstrained allows us to be objective and unbiased, leading to better outcomes specific to each one of our
families.
Privacy is paramount to us and our families, and our independence exists to ensure their lives remain as private as they choose.
“…We have the utmost trust and confidence in the team, and truly
appreciate being able to rely on them for their guidance.”
Brian & Brenda MacNeill, Retired Executive Family
Member of the Order of Canada
B.Comm
Junior Associate
I attended Western University obtaining a degree in Finance and began working in the investment management industry soon after graduating. My role with West Oak Family Office is to support our team and ensure our clients’ needs are fully met, by growing with our current and future families.
Born in Penticton and moved to Calgary at a young age. I competed in professional sport as a ski racer for over 10 years internationally. Competing at this level has provided me with a competitive and team focused mindset that I now bring into my professional life. When I am not at the office you can find me either skiing, golfing, biking, travelling, or finding new restaurants to enjoy.
Associate
I am fortunate to have spent over 15 years working within the wealth management industry. Over that time I have become passionate about getting to know our families and providing the unique and personalized service that they deserve. As an associate at West Oak Family Office, I am here to support you and your family in any way I can. Whether that be to provide clarity on your financial future, help you navigate a complex situation or simply a friendly contact for all things administrative. If I am unable to help, I will certainly find the expert who can.
I live in Bragg Creek with my husband and two young children. We made the small town move in hopes to foster a love for all things adventure in our kids and spend all of our free time exploring the outdoors. In the rare moments I can sneak away you can find me mountain biking, trail running or cross country skiing on the trails in West Bragg Creek or at our home away from home, in Fernie.
B.A
Associate
BCOMM.
Associate
B.Sc., International Business
Senior Associate
M.Fin
Portfolio Trader and Analyst
CPA, CA, TEP
Senior Tax Advisor
B.A
Senior Portfolio Manager & Wealth Advisor
CPA, CA, CFP®
Senior Wealth Advisor & Portfolio Manager
BA Economics, CIM®
Senior Wealth Advisor & Portfolio Manager