Andrew McQuiston Email
Senior Portfolio Manager @ West Oak Family Office
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Andrew McQuiston Location
- Calgary, AB, CA
Andrew McQuiston Work
- 2020 -now Senior Portfolio Manager @
- 2020 -now Vice Chair, Wellington-Altus Advisory Board @
- 2011 -2020 Vice-President and Managing Director, Portfolio Manager @
- 2002 -2011 Vice President and Investment Advisor @ TD Waterhouse Private Investment Advice
- 1996 -2002 Personal Banker @
Andrew McQuiston Education
- University of Alberta
BA (Economics)
Andrew McQuiston Skills
- Portfolio Management
- Wealth Management
- Investment Advisory
- Investment Strategies
- Wealth Management Services
- Retirement Planning
- Asset Allocation
- Equities
- Tax Advisory
- Estate Planning
- Family Office
- Philanthropy
- High Net Worth Individuals
- Risk Analytics
- Tactical Planning
- Trust Management
- Financial Planning
- Investment Management
- Investments
- Financial Analysis
- Financial Services
- Marketing
- Banking
Andrew McQuiston Summary
- Andrew McQuiston, based in Calgary, AB, CA, is currently a Senior Portfolio Manager at West Oak Family Office. Andrew McQuiston brings experience from previous roles at Wellington-Altus Private Wealth, RBC Dominion Securities, TD Waterhouse Private Investment Advice and TD Bank Group. Andrew McQuiston holds a BA in Economics @ University of Alberta. With a robust skill set that includes Portfolio Management, Wealth Management, Investment Advisory, Investment Strategies, Wealth Management Services and more. Andrew McQuiston has 2 emails on RocketReach.
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