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West Oak Family Office
West Oak Family Office was established in 2020 by Andrew McQuiston and Kelly Demo. Both principals brought prior experience from private banking roles.
West Oak Family Office
West Oak Family Office was established in 2020 by Andrew McQuiston and Kelly Demo. Both principals brought prior experience from private banking roles. The firm operates as a multi-family office serving executives and business owners in western Canada. Investment activity centers on direct holdings in Alberta rural land and U.S. residential properties. The firm maintains Bitcoin exposure through ETFs. It also runs an internal investment pool for client assets. Geographic focus remains on North American real assets with no disclosed commitments to external funds or co-investments. The team includes Justin G. Charbonneau, who joined in 2022 bringing a $100M client book. West Oak maintains regulatory membership in the Canadian Investment Regulatory Organization. Kelly Demo serves as a volunteer coordinator for Netsquared Calgary. No additional offices are recorded. The firm’s structure ties investment services directly to a single client foundation mandate. This creates an integrated platform for tax, estate and investment decisions under one set of advisors.
General information
Firm type
Multi Family Office
Year founded
2020
Location
Region
North America
Country
Canada
City
Calgary
Corporate office
Calgary, Alberta, Canada
Principals
Andrew McQuiston
Founder, Senior Wealth Advisor and Senior Portfolio Manager
Kelly Demo
Founder, Senior Wealth Advisor and Portfolio Manager
Justin G. Charbonneau
Business Partner, Senior Wealth Advisor and Senior Portfolio Manager
Frequently asked questions
Who runs investment decisions at West Oak Family Office?
Andrew McQuiston and Kelly Demo serve as the primary portfolio managers. Justin G. Charbonneau joined the team in 2022 and manages a separate book of client assets.
Does West Oak Family Office participate in fund commitments or only direct deals?
Available information shows direct holdings in land, U.S. properties and Bitcoin ETFs. No external fund commitments are disclosed.
How is West Oak Family Office related to Silver Gummy Foundation?
West Oak manages both the administration and the investment mandate for the client-founded Silver Gummy Foundation.
Where does the underlying wealth come from?
The firm serves high-net-worth executives and business owners. No single family wealth origin is publicly attributed.
What regulatory memberships does West Oak Family Office hold?
The firm’s advisors are members of the Canadian Investment Regulatory Organization.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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