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.
There are currently no open roles, however, we always love to meet great people.
We are a diverse, passionate team united by our commitment to making the lives of our ultra-high-net-worth families easier by simplifying the complex. West Oak Family Office is looking for professionals who go the extra mile, sweat the small stuff, are high performing, communicate extraordinarily well, and have a growth mindset. We also wish to provide our staff with the opportunity for a long-lasting and rewarding career with our growing Family Office.
In addition to competitive compensation and semi-annual cash bonuses, we offer a comprehensive suite of staff benefits:
Please send us your CV and a short cover letter telling us who you are and why you would be a great fit at West Oak Family Office.
West Oak Family Office
Portfolio Trader & Analyst
As a Portfolio Trader & Analyst, my role in the team is to execute fixed income and equity trades, and monitor capital movements and transactions for our client portfolios. In addition, I collaborate with the investment management committee to determine optimal tactical asset allocation and develop equity/fixed income models. I am passionate about the financial market and technical analysis. My previous experience in Fintech and research led to an interest in programming, which I look forward to applying to the investment analysis at the West Oak team.
After obtaining my Master of Science in Finance at Concordia University, I began my professional career as an analyst at a large investment bank in Montreal. Afterward, I worked on the asset management team at one of Canada’s largest financial institutions, where I gained experience in compliance risk management, cash management, and trading operations. Concurrently, I have passed three levels of the CFA examination and recently completed a professional certificate in Data Science and Machine Learning at McGill University.
I grew up in a small town in the south of China and have played piano since I was four years old. I performed as a collaborative pianist in the choir at school. Years of practicing music taught me persistence and discipline, which helped me understand that details are the key to success. In my spare time, my husband and I love to travel and spend time in the Rockies, skiing and hiking. We enjoy exploring new restaurants and beautiful trails in the city. I also love cooking, especially very spicy Chinese cuisine!
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.
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.Sc., International Business
Portfolio Trader and Analyst
CPA, CA, TEP
Senior Tax Advisor
Senior Portfolio Manager & Wealth Advisor
CPA, CA, CFP®
Senior Wealth Advisor & Portfolio Manager
BA Economics, CIM
Senior Wealth Advisor & Portfolio Manager