Our reason for being is to make your life easier. To do that, West Oak Family Office in Calgary, Alberta has brought together a dedicated team of people to support your every move ensuring that all facets of your family’s wealth are fully understood, properly integrated, administratively maintained and fit your life, both now and in the years ahead.
INTEGRATED
All of the moving parts of a family’s wealth need to speak to each other.
DEDICATED
High-Net-Worth families appreciate the benefits of dedicated professionals and service within one team and one point of contact.
INDEPENDENT
We are an advocate for our families and work for their benefit, not the benefit of
anyone or anything else.
Administration
Consolidated
Reporting
Tax
Investment
Management
We manage a disciplined framework to help create consistent and predictable
outcomes our families want to achieve.
Protecting Wealth
Transitioning
Wealth
We have experience by having seen what other
successful families have
done and can help guide
and create ideas that
resonate with each family.
Subsequent
Generations
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.
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
BCOMM.
Associate
M.Fin
Portfolio Trader and Analyst
CPA, CA, TEP
Senior Tax Advisor
CFA, FCSI, RIAC
Senior Portfolio Manager & Wealth Advisor
CPA, CA, CFP®
Senior Wealth Advisor & Portfolio Manager
BA Economics, CIM
Senior Wealth Advisor, Senior Portfolio Manager