West Oak Family Office

What Our Families Are Saying

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 The returns that we have generated in our portfolio has only been superseded by the excellent work they have done from a tax, administration, and generational planning perspective.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”

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Zhou Sally

Sally Zhou

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!

Collin Hulley-Taylor

Collin Hulley-Taylor

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. 

Bell Tanjou

Tanjou Bell

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

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.
Haleigh Petersen

Haleigh Petersen

B.Sc., International Business

Senior Associate

My role on the team is to act as a liaison and main point of contact for our families, anticipating and addressing client requests and implementing quality solutions in a timely and proactive fashion. Understanding our families as well as their goals and challenges is very important to me. Bringing an upbeat perspective, a competitive edge and a kind nature to my job, I am passionate about making a positive difference in the lives of others.

I grew up playing sports at an international level and attribute my sense of teamwork and strong work ethic to my athletic experiences. A golf scholarship led me to attend a Division I university in North Carolina, where I graduated summa cum laude with an International Business degree.

In my spare time, I can be found at trendy restaurants around the city sampling new and exciting flavours. I continue to enjoy a variety of sports, including golf, tennis and skiing and love to travel to different countries, learning about other cultures – and of course, trying the food!

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

B.A

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 & 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