Kelly Demo

Kelly Demo

CPA, CA, CFP®

Executive Vice-President, Senior Wealth Advisor & Associate Portfolio Manager, Managing Director, Wellington-Altus Private Wealth Advisory Board

WEST OAK FAMILY OFFICE CALGARY

West Oak Family Office works exclusively with a small number of wealthy executives, business owners, and their families to manage their wealth.

As a bespoke multi-family office located in downtown Calgary, we specialize in helping high net-worth families understand all parts of their wealth and be proactive to ensure all the moving pieces work together.

To learn more visit: West Oak Family Office.