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West Oak Family Office Overview
Type
Multi Family Office
Year Founded
2020
General Information
West Oak Family Office is a multi-family office headquartered in Calgary, Canada. Founded in 2020 by former private banking professionals Andrew McQuiston and Kelly Demo, it serves high-net-worth executives, business owners and their families, integrating investment management, tax strategy and legacy planning within a single platform. The team leverages deep regional roots and institutional experience—guiding complex wealth toward long-term preservation and growth.
Contact Information
Website:
https://advisor.wellington-altus.ca/westoakfamilyoffice
Year Founded:
2020
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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