West Oak Family Office
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...

West Oak Family Office
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.
General information
Firm type
Multi Family Office
Year founded
2020
AUM
—
Location
Region
North America
Country
—
City
Calgary
Corporate office
T2P 4K9, Calgary, Alberta, CA, 3400, 421 — 7th Ave SW, TD CANADA TRUST
Frequently asked questions
What is West Oak Family Office?
West Oak Family Office is a multi family office headquartered in Calgary.
When was West Oak Family Office founded?
West Oak Family Office was founded in 2020.
Where is West Oak Family Office headquartered?
West Oak Family Office is headquartered in Calgary, in the North America region.
How many professionals work at West Oak Family Office?
Altss tracks approximately 9 professionals associated with West Oak Family Office.
What does Altss track for West Oak Family Office?
Altss maintains an OSINT-verified profile of West Oak Family Office covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is West Oak Family Office's website?
West Oak Family Office's public website is advisor.wellington-altus.ca/westoakfamilyoffice. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is West Oak Family Office?
West Oak Family Office is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on West Oak Family Office?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for West Oak Family Office?
West Oak Family Office's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
Get access to Altss to unlock details
Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
Get access to Altss to unlock details
Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
Get access to Altss to unlock details
Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
Get access to Altss to unlock details
Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
Get access to Altss to unlock details
Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: