Aug 12, 2021
Growing up in Western Canada they learned the value of hard-work and embracing passion in everything they do. Not satisfied with working for the big banks they created West Oak Family Office -- an integrated, dedicated, and independent wealth management firm.
Andrew and Kelly brought together an extraordinary team to help high-net-worth families manage their family's affairs, lifestyle, and legacy. Their '5 Things People Should Know' are inspiring and thoughtful and full of wit and charm, just like them.
LINKS FOUND IN THIS EPISODE
Special thanks to www.MakeMoreCreative.com for producing this episode, and Emre Cords for the dope theme music.