Menu
Menu
Our entire reason for being is to help simplify the lives of the small number of families we serve. We know at the end of the day that we’ve accomplished our goals when we hear back from our families that it’s not just the returns we’ve helped generate but the balance in their lives.
Brian & Brenda MacNeill,
Retired Executive Family
Member of the Order of Canada
“We have appreciated the advice that Andrew, Kelly and the West Oak team have provided for us over the years. The returns that we have generated in our portfolio has only been superseded by the excellent work they have done from a tax, administration, and generational planning perspective. We have the utmost trust and confidence in the team, and truly appreciate being able to rely on them for their guidance.”
Allen and Joy,
Retired Executive Family
“We are fortunate to work with Andrew, Kelly and the West Oak team. They are a great group of professionals who exhibit the highest standard of professionalism, integrity and care for our family. We appreciate their capabilities to act as a central repository for all our financial affairs and be the one point of contact for us, as well as our adult children and grandchildren. They help simplify our lives and ultimately provide us more time to do what we enjoy, and with the peace of mind that everything is being looked after.
Our family’s relationship with Andrew, Kelly and their team began in 2005 when they began managing a portion of our capital. Over the years, they have expanded to become our full service multi Family Office, who not only do a great job managing our investments, but also proactively integrate the tax, estate, and administration for our family. We have also relied on them for guidance on softer matters such as the best approach to introduce and integrate philanthropy within our family, and assisting our grandkids to become educated about financial matters so they can be good stewards of capital themselves one day.
They are a team who sincerely strive to be the best for their clients, their firm and their community. We are always more than happy to recommend West Oak Family Office.”
Dr. Karen MacNeill
“My family has been working with the West Oak Family Office team for fifteen years, with the relationship beginning with my parents. From a personal perspective, they have assisted me not only with the management of my portfolio, but they have worked with me for financing opportunities, estate and tax planning, and managing concentrated positions within my portfolio.
Andrew and Kelly have been key advisors to our family, especially in assisting in areas surrounding tax and multigenerational planning, and managing aspects of our wealth that are both financial and personal. As a professional and parent myself, I understand the importance of not only educating next generations, but also passing down core family values. Both myself, and my surrounding family appreciate their objectivity, professionalism, attention to detail and most importantly, their unwavering support toward our family’s financial success.”
Anonymous
“I have been working with Andrew, Kelly and the West Oak Family Office team for nearly fifteen years as a personal client and founder of a private foundation. As my philanthropic objectives have evolved, they were instrumental in helping me create a private foundation, “Silver Gummy Foundation”, whose mission is to educate society in an effort to reduce violence, primarily sexual and domestic, and to cultivate self-esteem and respect for all genders.
Andrew and Kelly helped me through this process, and now manage much of the administration that comes with planned giving. Most importantly, their team created an investment mandate that is specifically tailored to the mission of the Foundation, only investing in companies that have a commitment to diversity, non-discrimination, and gender equality. Their integrity, honesty and support gives me the confidence to recommend Andrew, Kelly, and the West Oak Family Office Team”
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
