the west oak team

West Oak Family Office is a multi-family office located in the heart of downtown Calgary, Alberta and has a dedicated team with education in finance, economics, taxation, estate planning, and philanthropy. Our team are detail-oriented advocates for the small number of families we serve.

Meet Our Team

In the end it comes down to who you spend time with... and we’re a good place to start.

The combination of education, experience, and professionalism is key to delivering strong outcomes for our families.

BA Economics, CIM

Senior Wealth Advisor & Portfolio Manager

CPA, CA, CFP®

Senior Wealth Advisor & Portfolio Manager

CFA, FCSI, RIAC

Senior Portfolio Manager & Wealth Advisor

CPA, CA, TEP

Senior Tax Advisor

CFA, CIM

Associate Portfolio Manager

Trader and Portfolio Analyst

Senior Associate

B.A

Senior Associate

BCOMM.

Associate