West Oak Family Office

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.
Andrew McQuiston

Andrew McQuiston

BA Economics, CIM

Senior Wealth Advisor, Senior Portfolio Manager

Kelly Demo

Kelly Demo

CPA, CA, CFP®

Senior Wealth Advisor & Portfolio Manager

Justin-Charbonneau

Justin G. Charbonneau

CFA, FCSI, RIAC

Senior Portfolio Manager & Wealth Advisor

Eeva Harrop

Eeva Harrop

CPA, CA, TEP

Senior Tax Advisor

Fiell Trevor

Trevor Fiell

CFA, CIM

Associate Portfolio Manager

Zhou Evan

Evan Zhou

Trader and Portfolio Analyst

Bell Tanjou

Tanjou Bell

Senior Associate

Jocelyn-Smith

Jocelyn Smith

B.A

Senior Associate

Courtney-Pavicic

Courtney Pavicic

BCOMM.

Associate

Leticia Fereguetti

Leticia Fereguetti

Associate

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Fiell Trevor

Trevor Fiell

CFA, CIM

Associate Portfolio Manager

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.

Zhou Evan

Evan Zhou

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.

Leticia Fereguetti

Leticia Fereguetti

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.

Bell Tanjou

Tanjou Bell

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.

Jocelyn-Smith

Jocelyn Smith

B.A

Senior Associate

I am a born and raised Calgarian, with a degree in Communications and a minor in Economics from the U of C. My main responsibilities at West Oak are to support our team and our clients on the administrative front, but also to build relationships with the families we serve so we can be proactive for them and make their lives easier.

Sports are important to me, and after competing nationally for 7 years in synchronized swimming, I now share my passion through coaching a competitive 10 & under team. I also really enjoy travelling, and was fortunate to spend a winter abroad in India and South-East Asia after University. When I am home in Canada, I enjoy spending time in the mountains snowboarding and golfing!
Courtney-Pavicic

Courtney Pavicic

BCOMM.

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 husband and I love to find new restaurants and listen to live music with friends.

Garvit Chaudhary

M.Fin

Portfolio Trader and Analyst

My role in the team as a Trader & Portfolio Analyst is to assist the investment committee with research and development of equity/fixed income models. I also help with quarterly rebalancing trades for the quantitative models as well as daily client trades based on capital inflows/outflows. Additionally, I assist with data analysis, research and creating client presentations. I am a keen follower of financial markets and have developed a passion for investing. I enjoy studying and analysing businesses, understanding micro & macro economic factors affecting them and making informed investing decisions based on them. I recently graduated with a Master of Finance following an undergrad degree in Industrial Engineering. Prior to joining West Oak, I worked at a large investment management firm in Atlantic Canada, helping with equity trading and trading operations. I also have experience as a Refined Metals Trader on the copper desk for one of the largest commodities traders in the world, as well as internship experience at a small private equity shop in Calgary. I am enrolled in the CFA program, and I am currently preparing for my Level I.

Born and raised in India, I have played soccer ever since I was 10 years old and went on to represent my school and university at the highest level. I am passionate about sports, and believe they have helped me develop qualities like confidence, perseverance, and courage. I continue to rely on those qualities today as I look forward to learning, developing, and growing as a professional.

I live with my family (including a cat-Jiggy) in the suburbs of Calgary. I enjoy biking or taking a stroll on the ridge or along the river while enjoying the view of the Canadian Rockies and listening to my favourite podcasts or music.
Eeva Harrop

Eeva Harrop

CPA, CA, TEP

Senior Tax Advisor

I am a Chartered Accountant with over two decades of tax experience including expatriate taxation, executive compensation, estates and trusts, and working with private corporations and their shareholders. Needless to say, I bring a depth of experience to help our families navigate the tax landscape and to structure their affairs to protect and preserve capital. I enjoy getting to know our families, find practical solutions that resonate with them and ultimately provide the outcomes they would like to achieve. I am excited to be a part of West Oak family office where we help integrate all the moving pieces of our clients’ lives, and to make their lives easier.

Both of my parents are from Finland (and I do speak Finnish!) but I was born and raised in Calgary. I am married and have three kids fairly close to being launched! We love spending time outdoors including skiing, hiking, camping and daily walks with our dog.
Justin-Charbonneau

Justin G. Charbonneau

CFA, FCSI, RIAC

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 manage West Oak’s investment management platform. What I enjoy most about working with the West Oak team is applying my 15 years of experience 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.

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.

I am married to an entrepreneur, and we have two young, 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. Since 2012, I have been an active founding member of the CFA Society Calgary Investment Committee where I help with investment management oversight of the society’s capital reserves so our industry continues to set the bar higher in meeting investors’ needs.
Kelly Demo

Kelly Demo

CPA, CA, CFP®

Senior Wealth Advisor & Portfolio Manager

I take responsibility for the Family Office side of our practice, and help guide how we integrate tax and investment management, while also finding ways to make our clients lives easier.
 
I am passionate about helping the families that West Oak serves, by recommending ways to transition wealth to children and communities, and educating subsequent generations to become good stewards of capital. The single biggest cheque most people write every year is for tax, so as successful as we are at growing capital for the families we serve, we are also mindful of how integrated tax is within their lives and our need to be proactive for them.
 
I was born and raised in Swift Current, and moved to Calgary in 1997 to article with EY and earn my Chartered Accounting designation. My dad was a private business owner and my mom a nurse, so I was fortunate to hear about risk, government spending and hard work from a really young age. This propelled me to want to learn more about tax, and what our governments do with this scarce resource – specifically if it is possible to keep more in your pocket to spend how you want, versus how someone else chooses.
 
I’m married to another Chartered Accountant, and we have three kids and a golden retriever. We have lived in hockey rinks and ball diamonds these last 15 years, and are now just coming into more downhill skiing, golf and new restaurants where we can find the time to be together!
Andrew McQuiston

Andrew McQuiston

BA Economics, CIM

Senior Wealth Advisor, Senior Portfolio Manager

I take responsibility for the operations of our family office, as well as the lead for portfolio allocation decisions, and oversight and direction of our quantitative investment management platform. The largest and most enjoyable part of my role is really getting to know our families, and helping create a platform that accomplishes whatever unique outcomes each family is trying to achieve. I am proud of the family office our team has built for the benefit of the families that we serve, and I am incredibly grateful for the amazing group of individuals I have the benefit of working with day-in and day-out.

I am a native Calgarian, and still live in the same neighbourhood I grew up in. I am married with a son and a daughter, both in their latter teenage years. I have too many things I enjoy doing and not enough time to do them, including skiing, golf, fitness, cooking, fishing, reading, and being outdoors. Neat fact, I am a third generation Calgarian, my grandfather was born in Calgary after his parents immigrated from Scotland after the first world war