# West Oak Family Office

West Oak Family Office is a Multi Family Office based in Calgary, Canada.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Calgary, Canada
- **Region:** North America
- **Address:** Calgary, Alberta, Canada
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** advisor.wellington-altus.ca
- **LinkedIn:** https://www.linkedin.com/company/westoakfamilyoffice/

## Regulatory record

- **Reports private funds:** No

## About

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.

## People

- 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

## 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.

### What regulatory memberships does West Oak Family Office hold?

The firm’s advisors are members of the Canadian Investment Regulatory Organization.

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- [Westmount Park Investments](https://altss.com/profile/westmount-park-investments-di-battista-family-office)
- [WestTech Ventures](https://altss.com/profile/westtech-ventures)

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Last updated: 2026-08-10T15:54:10.904Z

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