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 The returns that we have generated in our portfolio has only been superseded by the excellent work they have done from a tax, administration, and generational planning perspective.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