Associate
As an Associate, I support our family office by providing superior client service. I work closely with the Senior Associates in managing our relationships and ensuring each client feels acknowledged and understood. Timely, accurate, and professional service is what I strive for. I also assist our team with a variety of administrative duties and help facilitate smooth and efficient operations.
I grew up on Vancouver Island and spent my childhood playing sports, skiing, camping, fishing, and enjoying all the island had to offer. Coming from a family of business owners, I’ve been interested in financial markets since I was a kid. After receiving my commerce degree from the University of Victoria, I pursued my Chartered Investment Manager designation while working in the wealth division at one of the big banks. My experience working with high-net-worth families enables me to proactively address concerns and go above and beyond for our clients.
Outside of work you’ll find me at the gym, golfing, hiking, skiing, spending time with friends and family, and exploring the city of Calgary—which I now call home. I love to travel and embrace new experiences. Fun fact about me: I hold dual citizenship with Australia, and have spent a lot of time in the land down under.
BBA
Associate
As an Associate, I wear many hats—from providing invaluable support to our clients to facilitating seamless communication. I take pride in ensuring that each client feels heard, understood, and supported. Beyond client interactions, I handle various administrative duties with precision and efficiency, ensuring that our operations run smoothly and effectively.
Originally from a small town in Brazil, I embarked on a solo journey to Canada in 2013. I am a graduate of the University of Winnipeg with a Bachelor of Business Administration, and a double major in Marketing and Human Resources. My education, along with years of experience in the wealth industry, ensure I understand that each client has unique needs and circumstances. I believe that client needs are first and foremost, and will handle your requests in a timely, friendly, and professional manner.
When not at work, you’ll often find me lacing up my running shoes, or exploring the great outdoors with my Golden Retriever by my side. I’m an avid foodie, always exploring new flavours, whether it’s sampling the latest gelato spot or discovering hidden gems in the city’s culinary scene. I am also passionate about travelling, especially when it means reuniting with family in Brazil, or anywhere else in the world. Life is about balance, and I believe in finding that perfect harmony between professional excellence and personal fulfillment. Through a combination of expertise and care, I am committed to making a positive impact in the lives of our clients and embracing every moment of the journey.
B.Comm
Executive Administrative Assistant
With over 15 years as an Executive Administrative Assistant, I am excited to bring my skills and experience to the West Oak Family Office. In my current role, my primary responsibility is supporting three Senior Portfolio Managers, ensuring their schedules are meticulously managed, meetings are well-prepared, and all administrative needs are met. Additionally, I oversee office operations to ensure everything runs smoothly.
Originally from Montreal, I obtained my Bachelor of Commerce degree with a major in marketing at Concordia University. Before moving to Calgary in 2006, I lived in Vancouver, BC, Kingston, ON, and Edmonton, AB. I am happily married and have a teenage daughter and a beloved rescue dog. Outside of work, I cherish spending time with my family, taking daily walks with the dog and delighting in my daughter’s piano performances. I also enjoy crafting creative projects with my Cricut cutting machine. Volunteering and contributing to the community are passions of mine and reflect my commitment to making a positive impact wherever I can.
CFA, CIM®
Portfolio Manager
Team Lead, Investment Management
My role on the team is to execute fixed-income and equity trades for client accounts, conduct investment research, and monitor capital movements and transactions for our client portfolios. I also collaborate with the investment management committee to determine optimal asset allocations for our various models. I am passionate about financial markets and trading, striving to always attain the best execution for clients. I bring five years of experience working as the lead trader/portfolio analyst for another investment dealer, where I gained invaluable experience that I look forward to sharing with the West Oak team at Wellington-Altus Private Wealth
Prior to beginning my career, I attended the University of Alberta, where I attained a Bachelor of Arts with a major in psychology and a minor in sociology, as well as a Bachelor of Commerce degree with a major in finance. During my first four years at the University of Alberta, I played offensive line on the Varsity football team. During my early days as a lead trader at another investment dealer, I completed the CFA program to attain the CFA charter, attained the CIM® designation, and the licensing to trade options. I have also completed the CFA institute Data Science for Investment Professionals certificate and hope to further explore quantitative portfolio management.
My university football career helped me instill a very disciplined mindset, which helped me lose over one hundred pounds and pass all three levels of the CFA program on my first attempt. I am passionate about weightlifting, fitness, and personal growth, as I am always looking to improve myself in some way, whether that be through fitness goals or learning something new.
Trader and Portfolio Analyst
Working as a trader and portfolio analyst, my role on the team is to execute trades as per clients’ requirements and regular portfolio rebalancing according to our investment models, as well as researching investment strategies from the quantitative perspective. I also collaborate with the investment management committee to determine optimal asset allocations for our various models. I have a strong interest in the field of investment management and have always been devoting myself into the industry by learning and practicing about the cutting-edge technology, I look forward to bringing my skill set and make contributions to the team.
Prior to joining the Wellington-Altus Private Wealth, I took both my undergraduate and master’s programs from University of Toronto, specializing in quantitative finance. After graduation, I spent much of my career as a quantitative researcher under an asset management department at one of the largest financial institutes in Canada, as well as another fintech company. I love playing various sports like snowboarding and basketball in my leisure time, and I have been playing in a basketball league for a long time before relocating. Apart from that, I enjoy photography a lot and I plan on exploring the beauty of Western Canada with my camera! I look forward to this new chapter in my life.
Associate
As an Associate, I support our family office by providing superior client service. I work closely with the Senior Associates in managing our relationships and ensuring each client feels acknowledged and understood. Timely, accurate, and professional service is what I strive for. I also assist our team with a variety of administrative duties and help facilitate smooth and efficient operations.
I grew up on Vancouver Island and spent my childhood playing sports, skiing, camping, fishing, and enjoying all the island had to offer. Coming from a family of business owners, I’ve been interested in financial markets since I was a kid. After receiving my commerce degree from the University of Victoria, I pursued my Chartered Investment Manager designation while working in the wealth division at one of the big banks. My experience working with high-net-worth families enables me to proactively address concerns and go above and beyond for our clients.
Outside of work you’ll find me at the gym, golfing, hiking, skiing, spending time with friends and family, and exploring the city of Calgary—which I now call home. I love to travel and embrace new experiences. Fun fact about me: I hold dual citizenship with Australia, and have spent a lot of time in the land down under.
Senior 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
Senior Associate
B.Comm
Associate
I am fortunate to have a background in Finance and years of experience working at a large Canadian bank in the investment management industry. My role at West Oak Family Office is to manage the operational logistics of a busy team, while also handling client inquiries and supporting the implementation of unique strategies and solutions we provide to our families.
Born and raised in Calgary, I was a competitive ski racer and played multiple sports growing up, which fostered the competitive and enthusiastic energy I have to this day. I’ve continued my passion for exercise and wellness with a disciplined workout and mindfulness routine through a wholistic approach to health, while also raising three amazing kids. My family and I enjoy spending our weekends on the ski hills or skating rinks in the winter, and my family, friends and I love to find new restaurants and listen to live music.
M.Fin
Portfolio Trader and Analyst
CFA, FCSI®
Senior Portfolio Manager & Wealth Advisor
My role on the team is twofold: building and deepening new and existing relationships with high-net-worth families and helping co-manage West Oak’s investment management platform. My background and current focus include cash management, fixed income security selection, third-party investment mandates (credit, small caps, international), and due diligence including alternatives (private credit, private equity, real estate, and infrastructure).
What I enjoy most about working with the West Oak team is applying my 20 years of experience, including 15 years as both an institutional and retail portfolio manager, to meet the specific objectives of each family that we serve. Investment management and capital markets are my passion. After earning my Chartered Financial Analyst designation, I became Lead Portfolio Manager for two mandates within a Calgary-based institutional asset management firm, and most recently was the Chief Investment Strategist for a large wealth management team at one of Canada’s largest financial institutions. I am options and insurance licensed which helps us manage risk in our families’ portfolios and in executing tax efficient wealth transfer strategies. I also graduated from the University of Calgary Haskayne School of Business with a double major in finance and risk management.
Being from northern Alberta, I grew up with small-town values including integrity, hard work, and a growth mindset. My parents instilled these values and believed that education was the best path to future prosperity and a fulfilling life of growth and opportunities. Along with these values, having played high-level sports all my life, including through university, I’ve been primed to become a life-long learner and always look for ways to improve personally and professionally. Having played elite level collegiate volleyball at Mount Royal University (1999) also taught me the importance of team dynamics, building resilience, and work ethic.
I am married to an entrepreneur with two vibrant children and a small dog called Piper. I am an avid reader, love to try new foods and wines, travel, and spend time with our families who are in BC, Alberta, and Arizona. I also enjoy giving back to the community through several not-for-profit engagements. These commitments have included formerly acting Treasurer for Jewish Family Services Calgary (JFSC) and fundraising for various impactful organizations such as St. Mary’s University, the Down Syndrome Research Foundation, the YWCA, and the Alberta Children’s Hospital. From 2012 until 2022, I was an active founding member of the CFA Society Calgary Investment Committee where I helped with investment management oversight of the society’s capital reserves and in supporting advocacy for putting investors’ interests first.
CPA, CA, CFP®
Senior Wealth Advisor & Portfolio Manager
BA Economics, CIM®
Senior Wealth Advisor, Senior Portfolio Manager
