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 The returns that we have generated in our portfolio has only been superseded by the excellent work they have done from a tax, administration, and generational planning perspective.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”
MSc, CFA
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 earned my Chartered Financial Analyst ® designation 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!
B.Comm
Associate
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.
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
Associate
BCOMM.
Associate
B.Sc., International Business
Senior Associate
M.Fin
Portfolio Trader and Analyst
CPA, CA, TEP
Senior Tax Advisor
B.A
Senior Portfolio Manager & Wealth Advisor
CPA, CA, CFP®
Senior Wealth Advisor & Portfolio Manager
BA Economics, CIM
Senior Wealth Advisor & Portfolio Manager