West Oak Family Office

West Oak Family Office is built different from what most high-net-worth families are used to. We are independent from banks, which helps us be objective for our clients, and we have dedicated resources able to integrate investment management, tax and financial literacy across generations all within one team for the benefit of a small number of clients. Our families appreciate our ability to understand and manage the complexities of their wealth, and to make their lives easier. The West Oak Family Office team is captained by Andrew McQuiston and Kelly Demo. Andrew McQuiston is a native Calgarian who has worked with wealthy families for over two decades. His expertise resides in capital markets and investment management, and helps guide capital allocations, risk mitigation and cash-flow management specific to the outcomes each individual family endeavours to achieve. Kelly Demo is a Chartered Accountant, and has had the opportunity to work with high-net-worth families since moving to Calgary from Saskatchewan in 1997. Her focus lies in being proactive and helping guide families on ways they can save tax and protect their capital, as well as governance and financial literacy across generations to help ensure all generations have the ability to be responsible stewards of wealth. Wellington-Altus Private Wealth is an independent national wealth management firm based in Winnipeg with more than 25 offices across the country, and in 2020 was ranked as the #1 wealth management firm in Canada by Investment Executive magazine, inclusive of bank-owned firms. Wellington-Altus Private Wealth | Member of IIROC & Member of CIPFWellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. © 2020, Wellington-Altus Private Wealth Inc.
Social Link - Linkedin: http://www. linkedin.com/company /westoakfamilyoffice
Employee Count: 11
Keywords: financial services